Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,698
| Closed | -$208K | – | 67 |
|
|
2022
Q2 | $208K | Buy |
+2,698
| New | +$208K | 0.09% | 66 |
|
|
2020
Q4 | – | Sell |
-14,078
| Closed | -$849K | – | 65 |
|
|
2020
Q3 | $849K | Hold |
14,078
| – | – | 0.5% | 29 |
|
|
2020
Q2 | $828K | Sell |
14,078
-279
| -2% | -$16.4K | 0.51% | 29 |
|
|
2020
Q1 | $800K | Sell |
14,357
-175
| -1% | -$9.75K | 0.51% | 31 |
|
|
2019
Q4 | $933K | Buy |
+14,532
| New | +$933K | 0.32% | 35 |
|
|
2016
Q2 | – | Sell |
-3,196
| Closed | -$204K | – | 43 |
|
|
2016
Q1 | $204K | Buy |
+3,196
| New | +$204K | 0.08% | 58 |
|
|
2014
Q1 | – | Sell |
-541
| Closed | -$29K | – | 56 |
|
|
2013
Q4 | $29K | Hold |
541
| – | – | 0.02% | 138 |
|
|
2013
Q3 | $25K | Hold |
541
| – | – | 0.01% | 139 |
|
|
2013
Q2 | $24K | Buy |
+541
| New | +$24K | 0.02% | 121 |
|