Sarah T. Connolly’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
Q3 | – | Sell |
-28,614
| Closed | -$1.83M | – | 87 |
|
|
2023
Q2 | $1.83M | Sell |
28,614
-4,343
| -13% | -$278K | 1.11% | 35 |
|
|
2023
Q1 | $2.28M | Buy |
32,957
+10,675
| +48% | +$740K | 1.45% | 22 |
|
|
2022
Q4 | $1.6M | Buy |
22,282
+124
| +0.6% | +$8.92K | 1.09% | 35 |
|
|
2022
Q3 | $1.58M | Buy |
22,158
+6,099
| +38% | +$434K | 1.16% | 28 |
|
|
2022
Q2 | $1.24M | Buy |
16,059
+6,546
| +69% | +$504K | 0.84% | 46 |
|
|
2022
Q1 | $695K | Buy |
9,513
+3,388
| +55% | +$248K | 0.41% | 63 |
|
|
2021
Q4 | $382K | Hold |
6,125
| – | – | 0.21% | 77 |
|
|
2021
Q3 | $362K | Hold |
6,125
| – | – | 0.3% | 79 |
|
|
2021
Q2 | $409K | Hold |
6,125
| – | – | 0.33% | 75 |
|
|
2021
Q1 | $387K | Hold |
6,125
| – | – | 0.34% | 76 |
|
|
2020
Q4 | $380K | Buy |
+6,125
| New | +$380K | 0.35% | 76 |
|