Beverly Hills Private Wealth’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 | $254K | Sell |
5,496
-2,432
| -31% | -$113K | 0.05% | 296 |
|
|
2025
Q1 | $484K | Buy |
7,928
+79
| +1% | +$4.82K | 0.1% | 182 |
|
|
2024
Q4 | $444K | Sell |
7,849
-20
| -0.3% | -$1.13K | 0.09% | 187 |
|
|
2024
Q3 | $407K | Sell |
7,869
-971
| -11% | -$50.2K | 0.08% | 213 |
|
|
2024
Q2 | $367K | Buy |
8,840
+710
| +9% | +$29.5K | 0.08% | 238 |
|
|
2024
Q1 | $441K | Sell |
8,130
-1,041
| -11% | -$56.5K | 0.1% | 216 |
|
|
2023
Q4 | $471K | Buy |
9,171
+1,720
| +23% | +$88.3K | 0.12% | 178 |
|
|
2023
Q3 | $432K | Sell |
7,451
-1,872
| -20% | -$109K | 0.13% | 169 |
|
|
2023
Q2 | $564K | Buy |
9,323
+2,692
| +41% | +$163K | 0.09% | 218 |
|
|
2023
Q1 | $460K | Buy |
+6,631
| New | +$460K | 0.14% | 153 |
|