Beacon Bridge Wealth Partners’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 | $258K | Buy |
5,582
+30
| +0.5% | +$1.39K | 0.1% | 75 |
|
|
2025
Q1 | $339K | Buy |
5,552
+25
| +0.5% | +$1.53K | 0.14% | 71 |
|
|
2024
Q4 | $313K | Hold |
5,527
| – | – | 0.13% | 72 |
|
|
2024
Q3 | $286K | Hold |
5,527
| – | – | 0.12% | 75 |
|
|
2024
Q2 | $230K | Hold |
5,527
| – | – | 0.11% | 83 |
|
|
2024
Q1 | $300K | Hold |
5,527
| – | – | 0.14% | 80 |
|
|
2023
Q4 | $284K | Hold |
5,527
| – | – | 0.14% | 75 |
|
|
2023
Q3 | $321K | Hold |
5,527
| – | – | 0.17% | 63 |
|
|
2023
Q2 | $353K | Hold |
5,527
| – | – | 0.18% | 54 |
|
|
2023
Q1 | $383K | Hold |
5,527
| – | – | 0.23% | 46 |
|
|
2022
Q4 | $398K | Buy |
+5,527
| New | +$398K | 0.29% | 44 |
|