Beam Wealth 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 | $550K | Sell |
11,892
-273
| -2% | -$12.6K | 0.16% | 89 |
|
|
2025
Q1 | $742K | Sell |
12,165
-800
| -6% | -$48.8K | 0.25% | 77 |
|
|
2024
Q4 | $733K | Sell |
12,965
-1,369
| -10% | -$77.4K | 0.23% | 80 |
|
|
2024
Q3 | $742K | Buy |
14,334
+599
| +4% | +$31K | 0.22% | 77 |
|
|
2024
Q2 | $570K | Buy |
+13,735
| New | +$570K | 0.19% | 82 |
|