WestHill Financial Advisors’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
Q2 | – | Sell |
-4,206
| Closed | -$228K | – | 72 |
|
|
2024
Q1 | $228K | Buy |
4,206
+58
| +1% | +$3.15K | 0.06% | 69 |
|
|
2023
Q4 | $213K | Sell |
4,148
-46
| -1% | -$2.36K | 0.06% | 69 |
|
|
2023
Q3 | $243K | Buy |
4,194
+33
| +0.8% | +$1.92K | 0.07% | 54 |
|
|
2023
Q2 | $266K | Sell |
4,161
-36
| -0.9% | -$2.3K | 0.08% | 50 |
|
|
2023
Q1 | $291K | Sell |
4,197
-500
| -11% | -$34.7K | 0.09% | 46 |
|
|
2022
Q4 | $338K | Buy |
4,697
+500
| +12% | +$36K | 0.11% | 45 |
|
|
2022
Q3 | $298K | Buy |
4,197
+27
| +0.6% | +$1.92K | 0.1% | 45 |
|
|
2022
Q2 | $321K | Buy |
4,170
+25
| +0.6% | +$1.92K | 0.11% | 43 |
|
|
2022
Q1 | $303K | Sell |
4,145
-600
| -13% | -$43.9K | 0.09% | 48 |
|
|
2021
Q4 | $296K | Hold |
4,745
| – | – | 0.08% | 51 |
|
|
2021
Q3 | $281K | Buy |
+4,745
| New | +$281K | 0.09% | 44 |
|
|
2021
Q1 | $300K | Sell |
4,745
-6
| -0.1% | -$379 | 0.11% | 38 |
|
|
2020
Q4 | $295K | Buy |
+4,751
| New | +$295K | 0.12% | 37 |
|