Truepoint Inc’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
Q1 | – | Sell |
-3,927
| Closed | -$202K | – | 135 |
|
|
2023
Q4 | $202K | Buy |
+3,927
| New | +$202K | 0.01% | 233 |
|
|
2022
Q2 | – | Sell |
-3,428
| Closed | -$250K | – | 161 |
|
|
2022
Q1 | $250K | Sell |
3,428
-400
| -10% | -$29.2K | 0.01% | 124 |
|
|
2021
Q4 | $239K | Buy |
3,828
+29
| +0.8% | +$1.81K | 0.01% | 124 |
|
|
2021
Q3 | $225K | Buy |
3,799
+106
| +3% | +$6.28K | 0.01% | 121 |
|
|
2021
Q2 | $247K | Buy |
+3,693
| New | +$247K | 0.01% | 112 |
|