Alpha Family Trust’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 | – | Sell |
-12,920
| Closed | -$788K | – | 190 |
|
|
2025
Q1 | $788K | Hold |
12,920
| – | – | 0.46% | 48 |
|
|
2024
Q4 | $731K | Sell |
12,920
-5,840
| -31% | -$330K | 0.41% | 41 |
|
|
2024
Q3 | $971K | Buy |
18,760
+9,430
| +101% | +$488K | 0.54% | 32 |
|
|
2024
Q2 | $387K | Buy |
+9,330
| New | +$387K | 0.23% | 75 |
|
|
2024
Q1 | – | Sell |
-7,110
| Closed | -$365K | – | 157 |
|
|
2023
Q4 | $365K | Buy |
+7,110
| New | +$365K | 0.25% | 78 |
|
|
2023
Q1 | – | Sell |
-4,330
| Closed | -$312K | – | 124 |
|
|
2022
Q4 | $312K | Buy |
+4,330
| New | +$312K | 0.28% | 76 |
|