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Asset Planning Inc’s Bristol-Myers Squibb BMY Stock Holding History

Asset Planning Inc’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$929K Sell
20,076
-733
-4% -$33.9K 0.7% 26
2025
Q1 		$1.27M Buy
20,809
+75
+0.4% +$4.57K 1% 23
2024
Q4 		$1.17M Buy
+20,734
New +$1.17M 0.89% 25