Stansberry Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,472
| Closed | -$840K | – | 113 |
|
|
2023
Q3 | $840K | Sell |
14,472
-87,585
| -86% | -$5.08M | 0.15% | 95 |
|
|
2023
Q2 | $6.53M | Sell |
102,057
-69,009
| -40% | -$4.41M | 1.19% | 30 |
|
|
2023
Q1 | $11.9M | Sell |
171,066
-9,680
| -5% | -$671K | 2.3% | 14 |
|
|
2022
Q4 | $13M | Buy |
180,746
+4,163
| +2% | +$300K | 2.69% | 11 |
|
|
2022
Q3 | $12.6M | Sell |
176,583
-16,879
| -9% | -$1.2M | 2.71% | 11 |
|
|
2022
Q2 | $14.9M | Sell |
193,462
-9,732
| -5% | -$749K | 3.17% | 6 |
|
|
2022
Q1 | $14.8M | Buy |
203,194
+7,910
| +4% | +$578K | 2.41% | 12 |
|
|
2021
Q4 | $12.2M | Buy |
195,284
+9,824
| +5% | +$613K | 1.95% | 13 |
|
|
2021
Q3 | $11M | Buy |
185,460
+145,335
| +362% | +$8.6M | 2.21% | 18 |
|
|
2021
Q2 | $2.68M | Buy |
40,125
+1,954
| +5% | +$131K | 0.65% | 42 |
|
|
2021
Q1 | $2.41M | Buy |
+38,171
| New | +$2.41M | 0.64% | 41 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 54 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 65 |
|
|
2018
Q4 | – | Sell |
-5,384
| Closed | -$334K | – | 75 |
|
|
2018
Q3 | $334K | Sell |
5,384
-5,616
| -51% | -$348K | 0.09% | 74 |
|
|
2018
Q2 | $609K | Sell |
11,000
-44,749
| -80% | -$2.48M | 0.2% | 63 |
|
|
2018
Q1 | $3.53M | Buy |
55,749
+12,832
| +30% | +$812K | 1.73% | 18 |
|
|
2017
Q4 | $2.63M | Buy |
+42,917
| New | +$2.63M | 1.13% | 25 |
|