Westshore 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
Q4 | – | Sell |
-3,667
| Closed | -$213K | – | 97 |
|
|
2023
Q3 | $213K | Sell |
3,667
-553
| -13% | -$32.1K | 0.12% | 83 |
|
|
2023
Q2 | $270K | Buy |
4,220
+562
| +15% | +$35.9K | 0.14% | 76 |
|
|
2023
Q1 | $254K | Buy |
3,658
+151
| +4% | +$10.5K | 0.13% | 86 |
|
|
2022
Q4 | $252K | Hold |
3,507
| – | – | 0.14% | 86 |
|
|
2022
Q3 | $249K | Hold |
3,507
| – | – | 0.17% | 70 |
|
|
2022
Q2 | $270K | Buy |
3,507
+29
| +0.8% | +$2.23K | 0.18% | 67 |
|
|
2022
Q1 | $254K | Buy |
3,478
+76
| +2% | +$5.55K | 0.17% | 80 |
|
|
2021
Q4 | $212K | Sell |
3,402
-300
| -8% | -$18.7K | 0.15% | 83 |
|
|
2021
Q3 | $219K | Sell |
3,702
-3,823
| -51% | -$226K | 0.18% | 72 |
|
|
2021
Q2 | $503K | Buy |
7,525
+832
| +12% | +$55.6K | 0.26% | 68 |
|
|
2021
Q1 | $423K | Buy |
+6,693
| New | +$423K | 0.24% | 74 |
|