River Street Advisors’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 |
-9,714
| Closed | -$498K | – | 131 |
|
2023
Q4 | $498K | Sell |
9,714
-1,982
| -17% | -$102K | 0.4% | 75 |
|
2023
Q3 | $679K | Buy |
11,696
+526
| +5% | +$30.5K | 0.64% | 52 |
|
2023
Q2 | $714K | Sell |
11,170
-255
| -2% | -$16.3K | 0.68% | 50 |
|
2023
Q1 | $792K | Buy |
11,425
+276
| +2% | +$19.1K | 0.78% | 42 |
|
2022
Q4 | $802K | Buy |
+11,149
| New | +$802K | 0.86% | 40 |
|