Shelton Wealth Management’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
Q4 | – | Hold |
0
| – | – | – | 123 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 112 |
|
|
2024
Q2 | – | Sell |
-24,928
| Closed | -$1.35M | – | 119 |
|
|
2024
Q1 | $1.35M | Hold |
24,928
| – | – | 0.85% | 31 |
|
|
2023
Q4 | $1.28M | Sell |
24,928
-24
| -0.1% | -$1.23K | 0.91% | 28 |
|
|
2023
Q3 | $1.45M | Hold |
24,952
| – | – | 1.16% | 18 |
|
|
2023
Q2 | $1.6M | Buy |
24,952
+7
| +0% | +$448 | 1.24% | 18 |
|
|
2023
Q1 | $1.73M | Hold |
24,945
| – | – | 1.4% | 18 |
|
|
2022
Q4 | $1.79M | Buy |
24,945
+17
| +0.1% | +$1.22K | 1.42% | 17 |
|
|
2022
Q3 | $1.77M | Hold |
24,928
| – | – | 1.58% | 18 |
|
|
2022
Q2 | $1.92M | Hold |
24,928
| – | – | 1.63% | 18 |
|
|
2022
Q1 | $1.82M | Hold |
24,928
| – | – | 1.44% | 16 |
|
|
2021
Q4 | $1.55M | Buy |
+24,928
| New | +$1.55M | 1.22% | 17 |
|