Sandbox Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,452
| Closed | -$258K | – | 89 |
|
|
2023
Q3 | $258K | Sell |
4,452
-1,269
| -22% | -$73.7K | 0.14% | 76 |
|
|
2023
Q2 | $366K | Sell |
5,721
-1,488
| -21% | -$95.2K | 0.19% | 66 |
|
|
2023
Q1 | $500K | Buy |
7,209
+3,707
| +106% | +$257K | 0.3% | 45 |
|
|
2022
Q4 | $252K | Buy |
3,502
+205
| +6% | +$14.8K | 0.17% | 66 |
|
|
2022
Q3 | $234K | Buy |
3,297
+671
| +26% | +$47.6K | 0.17% | 68 |
|
|
2022
Q2 | $202K | Buy |
+2,626
| New | +$202K | 0.14% | 79 |
|