RIA Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,436
| Closed | -$433K | – | 144 |
|
|
2023
Q4 | $433K | Sell |
8,436
-706
| -8% | -$36.2K | 0.18% | 66 |
|
|
2023
Q3 | $531K | Sell |
9,142
-675
| -7% | -$39.2K | 0.24% | 56 |
|
|
2023
Q2 | $628K | Buy |
9,817
+3,123
| +47% | +$200K | 0.27% | 58 |
|
|
2023
Q1 | $464K | Sell |
6,694
-118
| -2% | -$8.18K | 0.21% | 69 |
|
|
2022
Q4 | $490K | Buy |
+6,812
| New | +$490K | 0.28% | 55 |
|