Total Wealth Planning’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
Q2 | – | Sell |
-3,054
| Closed | -$212K | – | 82 |
|
|
2023
Q1 | $212K | Hold |
3,054
| – | – | 0.05% | 79 |
|
|
2022
Q4 | $220K | Hold |
3,054
| – | – | 0.05% | 75 |
|
|
2022
Q3 | $217K | Hold |
3,054
| – | – | 0.06% | 78 |
|
|
2022
Q2 | $235K | Sell |
3,054
-400
| -12% | -$30.8K | 0.07% | 77 |
|
|
2022
Q1 | $252K | Buy |
+3,454
| New | +$252K | 0.07% | 72 |
|