Western Pacific 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-330
| Closed | -$16.9K | – | 308 |
|
|
2023
Q4 | $16.9K | Sell |
330
-568
| -63% | -$29.1K | 0.01% | 182 |
|
|
2023
Q3 | $52.1K | Hold |
898
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $57.4K | Sell |
898
-56
| -6% | -$3.58K | 0.04% | 133 |
|
|
2023
Q1 | $66.1K | Buy |
954
+127
| +15% | +$8.8K | 0.05% | 113 |
|
|
2022
Q4 | $59.5K | Buy |
827
+279
| +51% | +$20.1K | 0.05% | 116 |
|
|
2022
Q3 | $38K | Buy |
548
+492
| +879% | +$34.1K | 0.04% | 121 |
|
|
2022
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 156 |
|
|
2022
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 180 |
|
|
2021
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 190 |
|