Texas Capital Bank Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,628
| Closed | -$1.31M | – | 206 |
|
|
2024
Q2 | $1.31M | Sell |
31,628
-331
| -1% | -$13.7K | 0.14% | 68 |
|
|
2024
Q1 | $1.73M | Sell |
31,959
-5
| -0% | -$271 | 0.19% | 58 |
|
|
2023
Q4 | $1.64M | Buy |
+31,964
| New | +$1.64M | 0.19% | 56 |
|
|
2023
Q2 | – | Sell |
-3,059
| Closed | -$212K | – | 229 |
|
|
2023
Q1 | $212K | Hold |
3,059
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $220K | Sell |
3,059
-21
| -0.7% | -$1.51K | 0.03% | 153 |
|
|
2022
Q3 | $219K | Sell |
3,080
-18
| -0.6% | -$1.28K | 0.03% | 130 |
|
|
2022
Q2 | $239K | Sell |
3,098
-95
| -3% | -$7.33K | 0.03% | 126 |
|
|
2022
Q1 | $233K | Sell |
3,193
-270
| -8% | -$19.7K | 0.02% | 156 |
|
|
2021
Q4 | $216K | Buy |
+3,463
| New | +$216K | 0.02% | 151 |
|