Warther Private Wealth’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
Q1 | – | Sell |
-3,945
| Closed | -$284K | – | 68 |
|
|
2022
Q4 | $284K | Sell |
3,945
-46
| -1% | -$3.31K | 0.21% | 62 |
|
|
2022
Q3 | $284K | Hold |
3,991
| – | – | 0.22% | 68 |
|
|
2022
Q2 | $307K | Buy |
+3,991
| New | +$307K | 0.22% | 89 |
|
|
2021
Q3 | – | Sell |
-3,323
| Closed | -$221K | – | 118 |
|
|
2021
Q2 | $221K | Buy |
+3,323
| New | +$221K | 0.21% | 102 |
|