Birchcreek 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 |
-3,825
| Closed | -$233K | – | 116 |
|
|
2025
Q1 | $233K | Hold |
3,825
| – | – | 0.15% | 100 |
|
|
2024
Q4 | $216K | Buy |
+3,825
| New | +$216K | 0.14% | 110 |
|
|
2024
Q2 | – | Sell |
-3,872
| Closed | -$210K | – | 155 |
|
|
2024
Q1 | $210K | Buy |
+3,872
| New | +$210K | 0.11% | 150 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$62K | – | 134 |
|
|
2020
Q4 | $62K | Buy |
+1,000
| New | +$62K | 0.06% | 191 |
|