Atlas Wealth’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 | – | Sell |
-3,915
| Closed | -$239K | – | 111 |
|
|
2025
Q1 | $239K | Hold |
3,915
| – | – | 0.09% | 85 |
|
|
2024
Q4 | $221K | Buy |
+3,915
| New | +$221K | 0.08% | 87 |
|
|
2024
Q2 | – | Sell |
-3,840
| Closed | -$208K | – | 244 |
|
|
2024
Q1 | $208K | Hold |
3,840
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $223K | Hold |
3,840
| – | – | 0.12% | 70 |
|
|
2023
Q3 | $223K | Hold |
3,840
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $238K | Hold |
3,840
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $266K | Hold |
3,840
| – | – | 0.05% | 152 |
|
|
2022
Q4 | $276K | Buy |
+3,840
| New | +$276K | 0.07% | 102 |
|