1858 Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
6,200
-221
| -3% | -$10.2K | 0.21% | 83 |
|
|
2025
Q1 | $392K | Buy |
6,421
+221
| +4% | +$13.5K | 0.33% | 64 |
|
|
2024
Q4 | $351K | Hold |
6,200
| – | – | 0.28% | 80 |
|
|
2024
Q3 | $321K | Hold |
6,200
| – | – | 0.26% | 80 |
|
|
2024
Q2 | $257K | Sell |
6,200
-3,072
| -33% | -$128K | 0.21% | 90 |
|
|
2024
Q1 | $476K | Hold |
9,272
| – | – | 0.45% | 62 |
|
|
2023
Q4 | $476K | Buy |
+9,272
| New | +$476K | 0.45% | 62 |
|