Auxano Advisors’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 |
-4,371
| Closed | -$267K | – | 164 |
|
|
2025
Q1 | $267K | Sell |
4,371
-144
| -3% | -$8.78K | 0.07% | 135 |
|
|
2024
Q4 | $255K | Buy |
4,515
+117
| +3% | +$6.62K | 0.06% | 141 |
|
|
2024
Q3 | $228K | Buy |
+4,398
| New | +$228K | 0.06% | 147 |
|
|
2024
Q2 | – | Sell |
-4,448
| Closed | -$241K | – | 151 |
|
|
2024
Q1 | $241K | Buy |
+4,448
| New | +$241K | 0.07% | 135 |
|
|
2023
Q3 | – | Sell |
-2,920
| Closed | -$202K | – | 101 |
|
|
2023
Q2 | $202K | Hold |
2,920
| – | – | 0.08% | 102 |
|
|
2023
Q1 | $202K | Hold |
2,920
| – | – | 0.08% | 102 |
|
|
2022
Q4 | $210K | Hold |
2,920
| – | – | 0.1% | 91 |
|
|
2022
Q3 | $208K | Buy |
2,920
+116
| +4% | +$8.26K | 0.1% | 91 |
|
|
2022
Q2 | $216K | Hold |
2,804
| – | – | 0.11% | 73 |
|
|
2022
Q1 | $205K | Buy |
+2,804
| New | +$205K | 0.09% | 79 |
|