AEPWM
Atlantic Edge Private Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.6K | Sell |
1,850
-350
| -16% | -$16.2K | 0.02% | 170 |
|
|
2025
Q1 | $134K | Hold |
2,200
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $124K | Sell |
2,200
-100
| -4% | -$5.66K | 0.04% | 149 |
|
|
2024
Q3 | $119K | Buy |
2,300
+1,000
| +77% | +$51.7K | 0.04% | 155 |
|
|
2024
Q2 | $54K | Sell |
1,300
-8
| -0.6% | -$332 | 0.02% | 188 |
|
|
2024
Q1 | $70.9K | Buy |
1,308
+8
| +0.6% | +$434 | 0.02% | 168 |
|
|
2023
Q4 | $66.7K | Buy |
+1,300
| New | +$66.7K | 0.03% | 169 |
|