Angeles 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 | $694K | Buy |
14,983
+1,406
| +10% | +$65.1K | 0.05% | 144 |
|
|
2025
Q1 | $828K | Buy |
13,577
+163
| +1% | +$9.94K | 0.07% | 103 |
|
|
2024
Q4 | $759K | Buy |
13,414
+1,056
| +9% | +$59.7K | 0.06% | 113 |
|
|
2024
Q3 | $639K | Buy |
12,358
+3,163
| +34% | +$164K | 0.06% | 120 |
|
|
2024
Q2 | $382K | Buy |
9,195
+392
| +4% | +$16.3K | 0.04% | 146 |
|
|
2024
Q1 | $477K | Sell |
8,803
-1,518
| -15% | -$82.3K | 0.05% | 121 |
|
|
2023
Q4 | $530K | Buy |
10,321
+1,754
| +20% | +$90K | 0.06% | 107 |
|
|
2023
Q3 | $497K | Sell |
8,567
-229
| -3% | -$13.3K | 0.07% | 92 |
|
|
2023
Q2 | $563K | Sell |
8,796
-262
| -3% | -$16.8K | 0.08% | 104 |
|
|
2023
Q1 | $628K | Hold |
9,058
| – | – | 0.09% | 102 |
|
|
2022
Q4 | $652K | Sell |
9,058
-12
| -0.1% | -$863 | 0.11% | 93 |
|
|
2022
Q3 | $645K | Buy |
9,070
+1,193
| +15% | +$84.8K | 0.13% | 80 |
|
|
2022
Q2 | $607K | Buy |
7,877
+738
| +10% | +$56.9K | 0.12% | 89 |
|
|
2022
Q1 | $521K | Buy |
+7,139
| New | +$521K | 0.1% | 105 |
|