SAM
Smithbridge Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,396
| Closed | -$1.88M | – | 137 |
|
|
2023
Q3 | $1.88M | Sell |
32,396
-2,590
| -7% | -$150K | 0.47% | 69 |
|
|
2023
Q2 | $2.24M | Sell |
34,986
-401
| -1% | -$25.6K | 0.52% | 68 |
|
|
2023
Q1 | $2.45M | Buy |
35,387
+42
| +0.1% | +$2.91K | 0.62% | 63 |
|
|
2022
Q4 | $2.54M | Buy |
+35,345
| New | +$2.54M | 0.68% | 59 |
|