Zullo Investment 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 |
-3,506
| Closed | -$203K | – | 151 |
|
|
2023
Q3 | $203K | Buy |
3,506
+262
| +8% | +$15.2K | 0.12% | 132 |
|
|
2023
Q2 | $207K | Sell |
3,244
-88
| -3% | -$5.63K | 0.12% | 133 |
|
|
2023
Q1 | $231K | Buy |
3,332
+13
| +0.4% | +$901 | 0.14% | 121 |
|
|
2022
Q4 | $239K | Buy |
3,319
+16
| +0.5% | +$1.15K | 0.15% | 115 |
|
|
2022
Q3 | $235K | Buy |
3,303
+60
| +2% | +$4.27K | 0.15% | 115 |
|
|
2022
Q2 | $250K | Buy |
3,243
+10
| +0.3% | +$771 | 0.16% | 114 |
|
|
2022
Q1 | $236K | Sell |
3,233
-10
| -0.3% | -$730 | 0.12% | 137 |
|
|
2021
Q4 | $202K | Buy |
+3,243
| New | +$202K | 0.1% | 159 |
|