Stonehearth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,808
| Closed | -$478K | – | 82 |
|
|
2024
Q1 | $478K | Buy |
8,808
+797
| +10% | +$43.2K | 0.22% | 37 |
|
|
2023
Q4 | $411K | Buy |
8,011
+2,508
| +46% | +$129K | 0.2% | 40 |
|
|
2023
Q3 | $319K | Buy |
5,503
+125
| +2% | +$7.26K | 0.17% | 43 |
|
|
2023
Q2 | $344K | Buy |
5,378
+298
| +6% | +$19.1K | 0.18% | 45 |
|
|
2023
Q1 | $352K | Buy |
5,080
+37
| +0.7% | +$2.56K | 0.19% | 44 |
|
|
2022
Q4 | $363K | Buy |
5,043
+2,176
| +76% | +$157K | 0.2% | 44 |
|
|
2022
Q3 | $204K | Buy |
2,867
+97
| +4% | +$6.9K | 0.12% | 59 |
|
|
2022
Q2 | $209K | Hold |
2,770
| – | – | 0.12% | 65 |
|
|
2022
Q1 | $202K | Buy |
+2,770
| New | +$202K | 0.1% | 71 |
|