SHFA
SC&H Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,274
| Closed | -$219K | – | 144 |
|
|
2023
Q4 | $219K | Sell |
4,274
-2,502
| -37% | -$128K | 0.06% | 131 |
|
|
2023
Q3 | $393K | Hold |
6,776
| – | – | 0.13% | 99 |
|
|
2023
Q2 | $433K | Sell |
6,776
-151
| -2% | -$9.66K | 0.14% | 99 |
|
|
2023
Q1 | $480K | Buy |
6,927
+835
| +14% | +$57.9K | 0.18% | 84 |
|
|
2022
Q4 | $438K | Sell |
6,092
-250
| -4% | -$18K | 0.18% | 85 |
|
|
2022
Q3 | $451K | Sell |
6,342
-1,791
| -22% | -$127K | 0.23% | 81 |
|
|
2022
Q2 | $626K | Sell |
8,133
-142
| -2% | -$10.9K | 0.29% | 69 |
|
|
2022
Q1 | $604K | Buy |
8,275
+256
| +3% | +$18.7K | 0.29% | 70 |
|
|
2021
Q4 | $500K | Buy |
+8,019
| New | +$500K | 0.28% | 83 |
|