Steigerwald Gordon & Koch’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
Q1 | – | Sell |
-2,824
| Closed | -$203K | – | 109 |
|
|
2022
Q4 | $203K | Buy |
+2,824
| New | +$203K | 0.03% | 109 |
|
|
2022
Q3 | – | Sell |
-2,771
| Closed | -$213K | – | 104 |
|
|
2022
Q2 | $213K | Buy |
+2,771
| New | +$213K | 0.04% | 106 |
|
|
2018
Q2 | – | Sell |
-3,348
| Closed | -$212K | – | 88 |
|
|
2018
Q1 | $212K | Buy |
+3,348
| New | +$212K | 0.06% | 78 |
|
|
2017
Q4 | – | Sell |
-5,306
| Closed | -$338K | – | 85 |
|
|
2017
Q3 | $338K | Buy |
5,306
+3
| +0.1% | +$191 | 0.09% | 64 |
|
|
2017
Q2 | $295K | Sell |
5,303
-178
| -3% | -$9.9K | 0.08% | 67 |
|
|
2017
Q1 | $298K | Sell |
5,481
-97
| -2% | -$5.27K | 0.09% | 61 |
|
|
2016
Q4 | $326K | Buy |
5,578
+203
| +4% | +$11.9K | 0.1% | 55 |
|
|
2016
Q3 | $290K | Buy |
5,375
+1,346
| +33% | +$72.6K | 0.1% | 57 |
|
|
2016
Q2 | $296K | Buy |
+4,029
| New | +$296K | 0.11% | 53 |
|
|
2016
Q1 | – | Sell |
-2,945
| Closed | -$203K | – | 63 |
|
|
2015
Q4 | $203K | Buy |
+2,945
| New | +$203K | 0.08% | 59 |
|