WP
WealthSource Partners’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $997K | Sell |
19,428
-2,161
| -10% | -$111K | 0.06% | 200 |
|
|
2023
Q3 | $1.25M | Sell |
21,589
-2,572
| -11% | -$149K | 0.09% | 165 |
|
|
2023
Q2 | $1.55M | Sell |
24,161
-1,518
| -6% | -$97.1K | 0.1% | 151 |
|
|
2023
Q1 | $1.78M | Sell |
25,679
-3,641
| -12% | -$252K | 0.12% | 137 |
|
|
2022
Q4 | $2.11M | Sell |
29,320
-4,698
| -14% | -$338K | 0.15% | 112 |
|
|
2022
Q3 | $2.42M | Sell |
34,018
-4,886
| -13% | -$347K | 0.18% | 94 |
|
|
2022
Q2 | $3M | Sell |
38,904
-36,311
| -48% | -$2.8M | 0.22% | 77 |
|
|
2022
Q1 | $5.49M | Buy |
75,215
+49,587
| +193% | +$3.62M | 0.37% | 49 |
|
|
2021
Q4 | $1.6M | Buy |
25,628
+2,063
| +9% | +$129K | 0.13% | 129 |
|
|
2021
Q3 | $1.39M | Sell |
23,565
-745
| -3% | -$44.1K | 0.12% | 134 |
|
|
2021
Q2 | $1.62M | Sell |
24,310
-1,114
| -4% | -$74.4K | 0.14% | 112 |
|
|
2021
Q1 | $1.61M | Buy |
25,424
+935
| +4% | +$59K | 0.16% | 99 |
|
|
2020
Q4 | $1.52M | Sell |
24,489
-4,983
| -17% | -$309K | 0.18% | 76 |
|
|
2020
Q3 | $1.78M | Buy |
29,472
+4,726
| +19% | +$285K | 0.24% | 54 |
|
|
2020
Q2 | $1.46M | Buy |
24,746
+5,540
| +29% | +$326K | 0.21% | 60 |
|
|
2020
Q1 | $1.07M | Buy |
19,206
+1,467
| +8% | +$81.8K | 0.17% | 84 |
|
|
2019
Q4 | $1.14M | Buy |
17,739
+10,562
| +147% | +$678K | 0.15% | 124 |
|
|
2019
Q3 | $364K | Sell |
7,177
-4,003
| -36% | -$203K | 0.05% | 292 |
|
|
2019
Q2 | $507K | Buy |
+11,180
| New | +$507K | 0.08% | 235 |
|
|
2016
Q3 | – | Sell |
-2,727
| Closed | -$201K | – | 262 |
|
|
2016
Q2 | $201K | Buy |
+2,727
| New | +$201K | 0.08% | 243 |
|