Stelac Advisory Services’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
Q3 | – | Sell |
-6,559
| Closed | -$419K | – | 115 |
|
|
2023
Q2 | $419K | Sell |
6,559
-409
| -6% | -$26.2K | 0.19% | 96 |
|
|
2023
Q1 | $483K | Buy |
6,968
+6
| +0.1% | +$416 | 0.21% | 84 |
|
|
2022
Q4 | $501K | Sell |
6,962
-704
| -9% | -$50.7K | 0.23% | 75 |
|
|
2022
Q3 | $546K | Hold |
7,666
| – | – | 0.25% | 63 |
|
|
2022
Q2 | $590K | Buy |
7,666
+4,914
| +179% | +$378K | 0.24% | 59 |
|
|
2022
Q1 | $201K | Sell |
2,752
-5,163
| -65% | -$377K | 0.07% | 101 |
|
|
2021
Q4 | $494K | Sell |
7,915
-415
| -5% | -$25.9K | 0.13% | 92 |
|
|
2021
Q3 | $493K | Sell |
8,330
-326
| -4% | -$19.3K | 0.13% | 115 |
|
|
2021
Q2 | $578K | Buy |
8,656
+5,058
| +141% | +$338K | 0.13% | 120 |
|
|
2021
Q1 | $227K | Sell |
3,598
-2,326
| -39% | -$147K | 0.08% | 145 |
|
|
2020
Q4 | $367K | Buy |
5,924
+2,703
| +84% | +$167K | 0.09% | 129 |
|
|
2020
Q3 | $194K | Buy |
3,221
+84
| +3% | +$5.06K | 0.07% | 132 |
|
|
2020
Q2 | $184K | Buy |
+3,137
| New | +$184K | 0.07% | 114 |
|
|
2017
Q4 | – | Sell |
-1,779
| Closed | -$113K | – | 69 |
|
|
2017
Q3 | $113K | Sell |
1,779
-1,130
| -39% | -$71.8K | 0.03% | 76 |
|
|
2017
Q2 | $162K | Hold |
2,909
| – | – | 0.05% | 57 |
|
|
2017
Q1 | $158K | Buy |
2,909
+1,130
| +64% | +$61.4K | 0.05% | 63 |
|
|
2016
Q4 | $104K | Buy |
+1,779
| New | +$104K | 0.03% | 70 |
|