YorkBridge Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.37M Sell
19,077
-295
-2% -$21.2K 0.35% 72
2022
Q3
$1.38M Buy
19,372
+46
+0.2% +$3.27K 0.36% 65
2022
Q2
$1.49M Sell
19,326
-24
-0.1% -$1.85K 0.39% 60
2022
Q1
$1.41M Buy
19,350
+1
+0% +$73 0.31% 67
2021
Q4
$1.21M Buy
19,349
+1
+0% +$62 0.27% 76
2021
Q3
$1.15M Sell
19,348
-1,286
-6% -$76.1K 0.29% 74
2021
Q2
$1.38M Sell
20,634
-428
-2% -$28.6K 0.36% 65
2021
Q1
$1.33M Buy
21,062
+7,530
+56% +$475K 0.39% 62
2020
Q4
$839K Sell
13,532
-1,627
-11% -$101K 0.28% 76
2020
Q3
$914K Sell
15,159
-26
-0.2% -$1.57K 0.38% 65
2020
Q2
$893K Sell
15,185
-32
-0.2% -$1.88K 0.41% 61
2020
Q1
$848K Sell
15,217
-1,085
-7% -$60.5K 0.52% 60
2019
Q4
$1.05M Sell
16,302
-3,718
-19% -$239K 0.48% 63
2019
Q3
$1.02M Sell
20,020
-2,865
-13% -$145K 0.51% 56
2019
Q2
$1.04M Sell
22,885
-11
-0% -$499 0.46% 58
2019
Q1
$1.09M Buy
22,896
+432
+2% +$20.6K 0.5% 59
2018
Q4
$1.17M Sell
22,464
-573
-2% -$29.8K 0.62% 47
2018
Q3
$1.43M Sell
23,037
-5,071
-18% -$315K 0.66% 44
2018
Q2
$1.56M Sell
28,108
-589
-2% -$32.6K 0.68% 37
2018
Q1
$1.69M Buy
28,697
+2,956
+11% +$174K 0.78% 29
2017
Q4
$1.57M Sell
25,741
-2,207
-8% -$135K 0.76% 32
2017
Q3
$1.78M Buy
27,948
+121
+0.4% +$7.71K 0.92% 24
2017
Q2
$1.57M Sell
27,827
-589
-2% -$33.1K 0.83% 27
2017
Q1
$1.59M Sell
28,416
-1,384
-5% -$77.4K 0.83% 28
2016
Q4
$1.7M Buy
+29,800
New +$1.7M 1% 23