Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,257
| Closed | -$208K | – | 115 |
|
|
2023
Q2 | $208K | Hold |
3,257
| – | – | 0.05% | 112 |
|
|
2023
Q1 | $226K | Hold |
3,257
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $234K | Sell |
3,257
-67
| -2% | -$4.82K | 0.07% | 102 |
|
|
2022
Q3 | $236K | Buy |
3,324
+67
| +2% | +$4.76K | 0.07% | 101 |
|
|
2022
Q2 | $251K | Hold |
3,257
| – | – | 0.08% | 97 |
|
|
2022
Q1 | $238K | Hold |
3,257
| – | – | 0.07% | 104 |
|
|
2021
Q4 | $203K | Buy |
+3,257
| New | +$203K | 0.06% | 109 |
|
|
2021
Q3 | – | Sell |
-3,257
| Closed | -$218K | – | 109 |
|
|
2021
Q2 | $218K | Hold |
3,257
| – | – | 0.07% | 104 |
|
|
2021
Q1 | $206K | Hold |
3,257
| – | – | 0.07% | 105 |
|
|
2020
Q4 | $202K | Sell |
3,257
-102
| -3% | -$6.33K | 0.07% | 103 |
|
|
2020
Q3 | $203K | Sell |
3,359
-227
| -6% | -$13.7K | 0.08% | 98 |
|
|
2020
Q2 | $211K | Buy |
+3,586
| New | +$211K | 0.09% | 91 |
|
|
2020
Q1 | – | Sell |
-3,586
| Closed | -$230K | – | 99 |
|
|
2019
Q4 | $230K | Buy |
+3,586
| New | +$230K | 0.1% | 96 |
|