Annis Gardner Whiting Capital Advisors’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 | $126K | Buy |
2,725
+479
| +21% | +$22.2K | 0.04% | 276 |
|
|
2025
Q1 | $137K | Sell |
2,246
-62
| -3% | -$3.78K | 0.06% | 227 |
|
|
2024
Q4 | $131K | Buy |
2,308
+80
| +4% | +$4.52K | 0.04% | 247 |
|
|
2024
Q3 | $115K | Buy |
2,228
+1
| +0% | +$52 | 0.03% | 276 |
|
|
2024
Q2 | $92.5K | Buy |
2,227
+2,175
| +4,183% | +$90.3K | 0.03% | 321 |
|
|
2024
Q1 | $2.82K | Sell |
52
-38
| -42% | -$2.06K | ﹤0.01% | 823 |
|
|
2023
Q4 | $4.64K | Sell |
90
-1,353
| -94% | -$69.7K | ﹤0.01% | 550 |
|
|
2023
Q3 | $83.7K | Buy |
+1,443
| New | +$83.7K | 0.04% | 231 |
|