Argonautica Private 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
Q1 | – | Sell |
-5,843
| Closed | -$330K | – | 183 |
|
|
2024
Q4 | $330K | Sell |
5,843
-59
| -1% | -$3.34K | 0.11% | 154 |
|
|
2024
Q3 | $305K | Buy |
5,902
+60
| +1% | +$3.1K | 0.1% | 165 |
|
|
2024
Q2 | $243K | Hold |
5,842
| – | – | 0.08% | 187 |
|
|
2024
Q1 | $317K | Buy |
5,842
+659
| +13% | +$35.7K | 0.11% | 156 |
|
|
2023
Q4 | $266K | Sell |
5,183
-747
| -13% | -$38.3K | 0.11% | 167 |
|
|
2023
Q3 | $344K | Hold |
5,930
| – | – | 0.15% | 127 |
|
|
2023
Q2 | $379K | Sell |
5,930
-42
| -0.7% | -$2.69K | 0.17% | 110 |
|
|
2023
Q1 | $414K | Buy |
5,972
+7
| +0.1% | +$485 | 0.21% | 87 |
|
|
2022
Q4 | $429K | Buy |
+5,965
| New | +$429K | 0.22% | 86 |
|