Triad Financial Advisors’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 | $338K | Buy |
5,825
+115
| +2% | +$6.68K | 0.12% | 66 |
|
|
2023
Q2 | $365K | Buy |
5,710
+7
| +0.1% | +$448 | 0.15% | 59 |
|
|
2023
Q1 | $395K | Sell |
5,703
-337
| -6% | -$23.4K | 0.17% | 54 |
|
|
2022
Q4 | $435K | Sell |
6,040
-78
| -1% | -$5.61K | 0.19% | 57 |
|
|
2022
Q3 | $435K | Buy |
6,118
+51
| +0.8% | +$3.63K | 0.24% | 50 |
|
|
2022
Q2 | $467K | Buy |
6,067
+7
| +0.1% | +$539 | 0.26% | 45 |
|
|
2022
Q1 | $443K | Sell |
6,060
-2,313
| -28% | -$169K | 0.24% | 57 |
|
|
2021
Q4 | $522K | Buy |
+8,373
| New | +$522K | 0.31% | 50 |
|