Aviso Wealth Management’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 |
-4,308
| Closed | -$263K | – | 145 |
|
|
2025
Q1 | $263K | Sell |
4,308
-2,444
| -36% | -$149K | 0.14% | 121 |
|
|
2024
Q4 | $382K | Sell |
6,752
-141
| -2% | -$7.97K | 0.19% | 102 |
|
|
2024
Q3 | $357K | Sell |
6,893
-4,248
| -38% | -$220K | 0.19% | 106 |
|
|
2024
Q2 | $463K | Sell |
11,141
-5,933
| -35% | -$246K | 0.27% | 83 |
|
|
2024
Q1 | $926K | Buy |
17,074
+12,551
| +277% | +$681K | 0.58% | 45 |
|
|
2023
Q4 | $232K | Buy |
+4,523
| New | +$232K | 0.17% | 128 |
|