Sanchez Wealth Management 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
Q2 | – | Sell |
-7,049
| Closed | -$382K | – | 40 |
|
|
2024
Q1 | $382K | Hold |
7,049
| – | – | 0.13% | 32 |
|
|
2023
Q4 | $362K | Buy |
7,049
+129
| +2% | +$6.62K | 0.13% | 29 |
|
|
2023
Q3 | $402K | Buy |
6,920
+26
| +0.4% | +$1.51K | 0.16% | 26 |
|
|
2023
Q2 | $441K | Hold |
6,894
| – | – | 0.18% | 25 |
|
|
2023
Q1 | $478K | Hold |
6,894
| – | – | 0.21% | 23 |
|
|
2022
Q4 | $496K | Hold |
6,894
| – | – | 0.24% | 22 |
|
|
2022
Q3 | $490K | Hold |
6,894
| – | – | 0.27% | 21 |
|
|
2022
Q2 | $531K | Hold |
6,894
| – | – | 0.26% | 24 |
|
|
2022
Q1 | $503K | Hold |
6,894
| – | – | 0.21% | 24 |
|
|
2021
Q4 | $430K | Hold |
6,894
| – | – | 0.18% | 24 |
|
|
2021
Q3 | $408K | Sell |
6,894
-11
| -0.2% | -$651 | 0.18% | 25 |
|
|
2021
Q2 | $461K | Sell |
6,905
-2,515
| -27% | -$168K | 0.21% | 25 |
|
|
2021
Q1 | $595K | Buy |
9,420
+1,198
| +15% | +$75.7K | 0.3% | 23 |
|
|
2020
Q4 | $510K | Buy |
8,222
+228
| +3% | +$14.1K | 0.27% | 22 |
|
|
2020
Q3 | $482K | Hold |
7,994
| – | – | 0.28% | 19 |
|
|
2020
Q2 | $470K | Sell |
7,994
-226
| -3% | -$13.3K | 0.31% | 19 |
|
|
2020
Q1 | $458K | Buy |
8,220
+217
| +3% | +$12.1K | 0.42% | 17 |
|
|
2019
Q4 | $514K | Buy |
+8,003
| New | +$514K | 0.37% | 17 |
|