SWS
SYSTM Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,756
| Closed | -$198K | – | 161 |
|
|
2024
Q2 | $198K | Sell |
4,756
-61,433
| -93% | -$2.55M | 0.04% | 187 |
|
|
2024
Q1 | $3.59M | Sell |
66,189
-7,851
| -11% | -$426K | 0.45% | 58 |
|
|
2023
Q4 | $3.8M | Sell |
74,040
-334
| -0.4% | -$17.1K | 0.53% | 47 |
|
|
2023
Q3 | $4.32M | Buy |
74,374
+1,420
| +2% | +$82.4K | 0.66% | 34 |
|
|
2023
Q2 | $4.67M | Sell |
72,954
-24
| -0% | -$1.54K | 0.63% | 33 |
|
|
2023
Q1 | $5.06M | Buy |
72,978
+16,536
| +29% | +$1.15M | 0.78% | 25 |
|
|
2022
Q4 | $4.06M | Buy |
+56,442
| New | +$4.06M | 0.5% | 48 |
|