Total Clarity Wealth 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 |
-31,778
| Closed | -$1.72M | – | 254 |
|
|
2024
Q1 | $1.72M | Sell |
31,778
-4,277
| -12% | -$232K | 0.6% | 43 |
|
|
2023
Q4 | $1.85M | Sell |
36,055
-1,764
| -5% | -$90.5K | 0.76% | 34 |
|
|
2023
Q3 | $2.19M | Sell |
37,819
-1,344
| -3% | -$78K | 1.06% | 19 |
|
|
2023
Q2 | $2.5M | Sell |
39,163
-1,537
| -4% | -$98.3K | 1.24% | 13 |
|
|
2023
Q1 | $2.82M | Buy |
40,700
+751
| +2% | +$52.1K | 1.53% | 11 |
|
|
2022
Q4 | $2.87M | Buy |
39,949
+606
| +2% | +$43.6K | 1.46% | 11 |
|
|
2022
Q3 | $2.8M | Sell |
39,343
-589
| -1% | -$41.9K | 1.75% | 7 |
|
|
2022
Q2 | $3.08M | Sell |
39,932
-4,506
| -10% | -$347K | 1.59% | 7 |
|
|
2022
Q1 | $3.25M | Sell |
44,438
-109
| -0.2% | -$7.96K | 1.78% | 11 |
|
|
2021
Q4 | $2.78M | Sell |
44,547
-935
| -2% | -$58.3K | 1.26% | 14 |
|
|
2021
Q3 | $2.69M | Buy |
45,482
+686
| +2% | +$40.6K | 1.28% | 14 |
|
|
2021
Q2 | $2.99M | Buy |
44,796
+97
| +0.2% | +$6.48K | 1.67% | 13 |
|
|
2021
Q1 | $2.82M | Hold |
44,699
| – | – | 1.62% | 11 |
|
|
2020
Q4 | $2.77M | Buy |
44,699
+451
| +1% | +$28K | 1.93% | 12 |
|
|
2020
Q3 | $2.67M | Buy |
44,248
+15,666
| +55% | +$945K | 2.33% | 11 |
|
|
2020
Q2 | $1.68M | Buy |
28,582
+20,258
| +243% | +$1.19M | 1.54% | 16 |
|
|
2020
Q1 | $464K | Sell |
8,324
-201
| -2% | -$11.2K | 0.72% | 46 |
|
|
2019
Q4 | $547K | Buy |
+8,525
| New | +$547K | 0.41% | 54 |
|