Stolper & Co’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26,127
| Closed | -$1.34M | – | 88 |
|
|
2023
Q4 | $1.34M | Sell |
26,127
-565
| -2% | -$29K | 0.54% | 54 |
|
|
2023
Q3 | $1.55M | Buy |
26,692
+642
| +2% | +$37.3K | 0.67% | 48 |
|
|
2023
Q2 | $1.67M | Buy |
26,050
+160
| +0.6% | +$10.2K | 0.7% | 45 |
|
|
2023
Q1 | $1.79M | Buy |
25,890
+87
| +0.3% | +$6.03K | 0.77% | 41 |
|
|
2022
Q4 | $1.86M | Sell |
25,803
-4,425
| -15% | -$318K | 0.81% | 38 |
|
|
2022
Q3 | $2.15M | Buy |
30,228
+1,573
| +5% | +$112K | 1.06% | 34 |
|
|
2022
Q2 | $2.21M | Buy |
28,655
+593
| +2% | +$45.7K | 1.03% | 35 |
|
|
2022
Q1 | $2.05M | Buy |
28,062
+936
| +3% | +$68.3K | 0.87% | 40 |
|
|
2021
Q4 | $1.69M | Buy |
27,126
+474
| +2% | +$29.5K | 0.75% | 42 |
|
|
2021
Q3 | $1.58M | Buy |
26,652
+513
| +2% | +$30.4K | 0.75% | 43 |
|
|
2021
Q2 | $1.75M | Buy |
26,139
+216
| +0.8% | +$14.4K | 0.82% | 36 |
|
|
2021
Q1 | $1.64M | Sell |
25,923
-165
| -0.6% | -$10.4K | 0.84% | 37 |
|
|
2020
Q4 | $1.62M | Buy |
26,088
+485
| +2% | +$30.1K | 0.91% | 35 |
|
|
2020
Q3 | $1.54M | Sell |
25,603
-4,235
| -14% | -$255K | 1% | 31 |
|
|
2020
Q2 | $1.75M | Sell |
29,838
-2,015
| -6% | -$118K | 1.15% | 31 |
|
|
2020
Q1 | $1.78M | Buy |
+31,853
| New | +$1.78M | 1.27% | 28 |
|