American Capital Advisory’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 | $110K | Buy |
2,372
+19
| +0.8% | +$880 | 0.05% | 122 |
|
|
2025
Q1 | $144K | Buy |
2,353
+20
| +0.9% | +$1.22K | 0.08% | 109 |
|
|
2024
Q4 | $132K | Sell |
2,333
-65
| -3% | -$3.68K | 0.07% | 111 |
|
|
2024
Q3 | $124K | Sell |
2,398
-5,660
| -70% | -$293K | 0.07% | 118 |
|
|
2024
Q2 | $413K | Hold |
8,058
| – | – | 0.3% | 63 |
|
|
2024
Q1 | $559K | Hold |
8,058
| – | – | 0.49% | 50 |
|
|
2023
Q4 | $413K | Buy |
+8,058
| New | +$413K | 0.3% | 63 |
|