Accurate 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 | $331K | Buy |
6,828
+505
| +8% | +$24.5K | 0.05% | 339 |
|
|
2025
Q1 | $321K | Buy |
6,323
+183
| +3% | +$9.28K | 0.06% | 268 |
|
|
2024
Q4 | $343K | Buy |
6,140
+1,963
| +47% | +$110K | 0.07% | 271 |
|
|
2024
Q3 | $220K | Buy |
+4,177
| New | +$220K | 0.04% | 348 |
|
|
2024
Q2 | – | Sell |
-5,612
| Closed | -$275K | – | 330 |
|
|
2024
Q1 | $275K | Buy |
5,612
+216
| +4% | +$10.6K | 0.08% | 227 |
|
|
2023
Q4 | $271K | Sell |
5,396
-3,959
| -42% | -$199K | 0.08% | 216 |
|
|
2023
Q3 | $536K | Sell |
9,355
-3,516
| -27% | -$202K | 0.17% | 130 |
|
|
2023
Q2 | $798K | Buy |
12,871
+3,354
| +35% | +$208K | 0.25% | 88 |
|
|
2023
Q1 | $669K | Buy |
9,517
+3,017
| +46% | +$212K | 0.23% | 100 |
|
|
2022
Q4 | $466K | Sell |
6,500
-1,247
| -16% | -$89.4K | 0.17% | 108 |
|
|
2022
Q3 | $550K | Buy |
7,747
+1,354
| +21% | +$96.1K | 0.23% | 86 |
|
|
2022
Q2 | $485K | Sell |
6,393
-19,742
| -76% | -$1.5M | 0.26% | 79 |
|
|
2022
Q1 | $1.91M | Buy |
26,135
+17,311
| +196% | +$1.26M | 0.86% | 21 |
|
|
2021
Q4 | $518K | Buy |
8,824
+358
| +4% | +$21K | 0.42% | 62 |
|
|
2021
Q3 | $490K | Buy |
8,466
+1,743
| +26% | +$101K | 0.43% | 65 |
|
|
2021
Q2 | $449K | Buy |
+6,723
| New | +$449K | 0.39% | 65 |
|