Winning Points 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
Q3 | $726K | Buy |
+12,481
| New | +$726K | 1.22% | 14 |
|
|
2024
Q1 | $615K | Hold |
11,981
| – | – | 0.95% | 17 |
|
|
2023
Q4 | $615K | Sell |
11,981
-500
| -4% | -$25.7K | 0.95% | 17 |
|
|
2023
Q3 | $726K | Buy |
12,481
+500
| +4% | +$29.1K | 1.29% | 14 |
|
|
2023
Q2 | $615K | Sell |
11,981
-500
| -4% | -$25.7K | 0.95% | 17 |
|
|
2023
Q1 | $865K | Buy |
12,481
+85
| +0.7% | +$5.89K | 0.95% | 22 |
|
|
2022
Q4 | $892K | Sell |
12,396
-115
| -0.9% | -$8.28K | 1.14% | 22 |
|
|
2022
Q3 | $902K | Buy |
12,511
+100
| +0.8% | +$7.21K | 1.1% | 22 |
|
|
2022
Q2 | $955K | Hold |
12,411
| – | – | 1.05% | 22 |
|
|
2022
Q1 | $906K | Sell |
12,411
-255
| -2% | -$18.6K | 0.7% | 30 |
|
|
2021
Q4 | $574K | Buy |
12,666
+255
| +2% | +$11.6K | 0.42% | 43 |
|
|
2021
Q3 | $734K | Hold |
12,411
| – | – | 0.54% | 35 |
|
|
2021
Q2 | $829K | Sell |
12,411
-100
| -0.8% | -$6.68K | 0.62% | 33 |
|
|
2021
Q1 | $790K | Buy |
12,511
+45
| +0.4% | +$2.84K | 0.59% | 37 |
|
|
2020
Q4 | $773K | Sell |
12,466
-100
| -0.8% | -$6.2K | 0.62% | 32 |
|
|
2020
Q3 | $758K | Hold |
12,566
| – | – | 0.65% | 32 |
|
|
2020
Q2 | $739K | Hold |
12,566
| – | – | 0.71% | 30 |
|
|
2020
Q1 | $700K | Hold |
12,566
| – | – | 0.68% | 31 |
|
|
2019
Q4 | $807K | Buy |
12,566
+200
| +2% | +$12.8K | 0.51% | 38 |
|
|
2019
Q3 | $621K | Sell |
12,366
-300
| -2% | -$15.1K | 0.45% | 43 |
|
|
2019
Q2 | $574K | Hold |
12,666
| – | – | 0.42% | 43 |
|
|
2019
Q1 | $604K | Hold |
12,666
| – | – | 0.47% | 43 |
|
|
2018
Q4 | $664K | Sell |
12,666
-66
| -0.5% | -$3.46K | 0.57% | 37 |
|
|
2018
Q3 | $790K | Hold |
12,732
| – | – | 0.58% | 37 |
|
|
2018
Q2 | $705K | Hold |
12,732
| – | – | 0.56% | 38 |
|
|
2018
Q1 | $795K | Hold |
12,732
| – | – | 0.65% | 36 |
|
|
2017
Q4 | $780K | Hold |
12,732
| – | – | 0.64% | 35 |
|
|
2017
Q3 | $812K | Sell |
12,732
-140
| -1% | -$8.93K | 0.7% | 34 |
|
|
2017
Q2 | $724K | Buy |
12,872
+128
| +1% | +$7.2K | 0.71% | 35 |
|
|
2017
Q1 | $693K | Hold |
12,744
| – | – | 0.68% | 37 |
|
|
2016
Q4 | $745K | Buy |
+12,744
| New | +$745K | 0.81% | 35 |
|