TCWP’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
Q4 | – | Sell |
-15,891
| Closed | -$922K | – | 60 |
|
|
2023
Q3 | $922K | Sell |
15,891
-73,484
| -82% | -$4.27M | 0.7% | 44 |
|
|
2023
Q2 | $5.72M | Buy |
89,375
+70,925
| +384% | +$4.54M | 1.22% | 26 |
|
|
2023
Q1 | $1.28M | Buy |
18,450
+11,919
| +182% | +$826K | 0.24% | 90 |
|
|
2022
Q4 | $469K | Sell |
6,531
-1,477
| -18% | -$106K | 0.1% | 148 |
|
|
2022
Q3 | $569K | Buy |
8,008
+247
| +3% | +$17.6K | 0.12% | 130 |
|
|
2022
Q2 | $597K | Buy |
7,761
+1,172
| +18% | +$90.2K | 0.13% | 124 |
|
|
2022
Q1 | $481K | Sell |
6,589
-73,398
| -92% | -$5.36M | 0.09% | 151 |
|
|
2021
Q4 | $4.99M | Buy |
+79,987
| New | +$4.99M | 0.99% | 22 |
|