Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-67
| Closed | -$5K | – | 295 |
|
|
2022
Q3 | $5K | Sell |
67
-2,326
| -97% | -$174K | ﹤0.01% | 506 |
|
|
2022
Q2 | $184K | Buy |
+2,393
| New | +$184K | 0.15% | 105 |
|
|
2022
Q1 | – | Sell |
-2,464
| Closed | -$154K | – | 263 |
|
|
2021
Q4 | $154K | Sell |
2,464
-308
| -11% | -$19.3K | 0.12% | 139 |
|
|
2021
Q3 | $162K | Sell |
2,772
-283
| -9% | -$16.5K | 0.13% | 134 |
|
|
2021
Q2 | $204K | Buy |
3,055
+440
| +17% | +$29.4K | 0.15% | 126 |
|
|
2021
Q1 | $165K | Buy |
+2,615
| New | +$165K | 0.13% | 132 |
|
|
2018
Q3 | $87K | Hold |
1,400
| – | – | 0.06% | 203 |
|
|
2018
Q2 | $77K | Buy |
1,400
+347
| +33% | +$19.1K | 0.06% | 198 |
|
|
2018
Q1 | $67K | Buy |
1,053
+370
| +54% | +$23.5K | 0.05% | 197 |
|
|
2017
Q4 | $43K | Buy |
+683
| New | +$43K | 0.03% | 226 |
|