WR Wealth Planners’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
Q4 | $190K | Sell |
3,364
-282
| -8% | -$16K | 0.06% | 158 |
|
|
2024
Q3 | $189K | Buy |
3,646
+63
| +2% | +$3.26K | 0.05% | 194 |
|
|
2024
Q2 | $149K | Sell |
3,583
-260
| -7% | -$10.8K | 0.05% | 208 |
|
|
2024
Q1 | $208K | Sell |
3,843
-1,212
| -24% | -$65.7K | 0.06% | 164 |
|
|
2023
Q4 | $259K | Buy |
5,055
+648
| +15% | +$33.3K | 0.1% | 152 |
|
|
2023
Q3 | $256K | Buy |
4,407
+4
| +0.1% | +$232 | 0.1% | 146 |
|
|
2023
Q2 | $282K | Buy |
4,403
+692
| +19% | +$44.3K | 0.11% | 138 |
|
|
2023
Q1 | $257K | Buy |
3,711
+2,064
| +125% | +$143K | 0.11% | 134 |
|
|
2022
Q4 | $119K | Buy |
1,647
+11
| +0.7% | +$792 | 0.07% | 129 |
|
|
2022
Q3 | $116K | Buy |
1,636
+12
| +0.7% | +$853 | 0.08% | 119 |
|
|
2022
Q2 | $125K | Buy |
1,624
+12
| +0.7% | +$924 | 0.08% | 115 |
|
|
2022
Q1 | $118K | Buy |
+1,612
| New | +$118K | 0.07% | 128 |
|