United Capital Management of KS’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 |
-59,574
| Closed | -$3.81M | – | 74 |
|
|
2023
Q2 | $3.81M | Buy |
59,574
+727
| +1% | +$46.5K | 1.22% | 32 |
|
|
2023
Q1 | $4.08M | Buy |
58,847
+948
| +2% | +$65.7K | 1.52% | 24 |
|
|
2022
Q4 | $4.17M | Sell |
57,899
-1,783
| -3% | -$128K | 1.72% | 22 |
|
|
2022
Q3 | $4.24M | Buy |
59,682
+40
| +0.1% | +$2.84K | 1.99% | 16 |
|
|
2022
Q2 | $4.59M | Sell |
59,642
-1,529
| -2% | -$118K | 2.16% | 11 |
|
|
2022
Q1 | $4.47M | Sell |
61,171
-1,370
| -2% | -$100K | 1.73% | 21 |
|
|
2021
Q4 | $3.9M | Buy |
62,541
+6,942
| +12% | +$433K | 1.45% | 31 |
|
|
2021
Q3 | $3.29M | Buy |
55,599
+4,673
| +9% | +$277K | 1.35% | 33 |
|
|
2021
Q2 | $3.4M | Buy |
50,926
+3,259
| +7% | +$218K | 1.39% | 28 |
|
|
2021
Q1 | $3.01M | Buy |
47,667
+2,429
| +5% | +$153K | 1.38% | 28 |
|
|
2020
Q4 | $2.81M | Buy |
45,238
+2,598
| +6% | +$161K | 1.28% | 31 |
|
|
2020
Q3 | $2.57M | Buy |
42,640
+4,559
| +12% | +$275K | 1.35% | 29 |
|
|
2020
Q2 | $2.24M | Buy |
38,081
+15,289
| +67% | +$899K | 1.31% | 31 |
|
|
2020
Q1 | $1.27M | Buy |
22,792
+4,406
| +24% | +$246K | 1.07% | 35 |
|
|
2019
Q4 | $1.18M | Buy |
18,386
+1,211
| +7% | +$77.7K | 0.75% | 48 |
|
|
2019
Q3 | $874K | Buy |
17,175
+2,365
| +16% | +$120K | 0.64% | 51 |
|
|
2019
Q2 | $684K | Buy |
14,810
+1,275
| +9% | +$58.9K | 0.52% | 61 |
|
|
2019
Q1 | $604K | Buy |
13,535
+3,436
| +34% | +$153K | 0.47% | 65 |
|
|
2018
Q4 | $525K | Buy |
10,099
+1,624
| +19% | +$84.4K | 0.49% | 66 |
|
|
2018
Q3 | $515K | Buy |
+8,475
| New | +$515K | 0.41% | 71 |
|