Allegiance Financial Group Advisory Services’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 | $221K | Sell |
4,783
-394
| -8% | -$18.2K | 0.06% | 138 |
|
|
2025
Q1 | $316K | Buy |
5,177
+365
| +8% | +$22.3K | 0.1% | 88 |
|
|
2024
Q4 | $272K | Buy |
4,812
+92
| +2% | +$5.2K | 0.09% | 72 |
|
|
2024
Q3 | $244K | Buy |
+4,720
| New | +$244K | 0.09% | 66 |
|
|
2023
Q4 | – | Sell |
-3,728
| Closed | -$216K | – | 68 |
|
|
2023
Q3 | $216K | Buy |
3,728
+1
| +0% | +$58 | 0.12% | 58 |
|
|
2023
Q2 | $238K | Buy |
3,727
+1
| +0% | +$64 | 0.14% | 56 |
|
|
2023
Q1 | $258K | Hold |
3,726
| – | – | 0.19% | 53 |
|
|
2022
Q4 | $268K | Buy |
+3,726
| New | +$268K | 0.26% | 53 |
|