Aprio 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 | $242K | Sell |
5,227
-4,012
| -43% | -$186K | 0.03% | 348 |
|
|
2025
Q1 | $563K | Buy |
9,239
+957
| +12% | +$58.4K | 0.07% | 162 |
|
|
2024
Q4 | $468K | Buy |
8,282
+3,493
| +73% | +$198K | 0.07% | 144 |
|
|
2024
Q3 | $248K | Sell |
4,789
-780
| -14% | -$40.4K | 0.04% | 227 |
|
|
2024
Q2 | $231K | Sell |
5,569
-232
| -4% | -$9.64K | 0.04% | 218 |
|
|
2024
Q1 | $315K | Buy |
+5,801
| New | +$315K | 0.06% | 149 |
|