Authentikos Wealth Advisory’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 |
-4,700
| Closed | -$266K | – | 58 |
|
|
2024
Q4 | $266K | Buy |
+4,700
| New | +$266K | 0.26% | 65 |
|
|
2024
Q2 | – | Sell |
-4,431
| Closed | -$240K | – | 42 |
|
|
2024
Q1 | $240K | Buy |
4,431
+31
| +0.7% | +$1.68K | 0.24% | 54 |
|
|
2023
Q4 | $226K | Hold |
4,400
| – | – | 0.24% | 54 |
|
|
2023
Q3 | $255K | Sell |
4,400
-7
| -0.2% | -$406 | 0.25% | 51 |
|
|
2023
Q2 | $282K | Hold |
4,407
| – | – | 0.27% | 51 |
|
|
2023
Q1 | $317K | Buy |
+4,407
| New | +$317K | 0.32% | 47 |
|