World Equity Group’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 |
-4,146
| Closed | -$241K | – | 333 |
|
2023
Q3 | $241K | Buy |
+4,146
| New | +$241K | 0.05% | 291 |
|
2023
Q2 | – | Sell |
-7,485
| Closed | -$255K | – | 341 |
|
2023
Q1 | $255K | Buy |
+7,485
| New | +$255K | 0.04% | 416 |
|
2022
Q3 | – | Sell |
-2,742
| Closed | -$211K | – | 323 |
|
2022
Q2 | $211K | Sell |
2,742
-1,278
| -32% | -$98.4K | 0.05% | 311 |
|
2022
Q1 | $294K | Buy |
+4,020
| New | +$294K | 0.06% | 276 |
|