TFO Wealth Partners’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 |
-20
| Closed | -$1.09K | – | 153 |
|
|
2024
Q1 | $1.09K | Sell |
20
-22
| -52% | -$1.19K | ﹤0.01% | 153 |
|
|
2023
Q4 | $2.16K | Hold |
42
| – | – | ﹤0.01% | 127 |
|
|
2023
Q3 | $2.69K | Buy |
42
+22
| +110% | +$1.41K | ﹤0.01% | 193 |
|
|
2023
Q2 | $1.28K | Hold |
20
| – | – | ﹤0.01% | 193 |
|
|
2023
Q1 | $1.39K | Buy |
20
+19
| +1,900% | +$1.32K | ﹤0.01% | 154 |
|
|
2022
Q4 | $32 | Buy |
+1
| New | +$32 | ﹤0.01% | 886 |
|
|
2022
Q3 | – | Sell |
-197
| Closed | -$15K | – | 180 |
|
|
2022
Q2 | $15K | Buy |
+197
| New | +$15K | ﹤0.01% | 99 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$3K | – | 140 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 122 |
|
|
2021
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 98 |
|