Blueprint Investment 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
Q1 | – | Sell |
-10,659
| Closed | -$603K | – | 110 |
|
|
2024
Q4 | $603K | Buy |
10,659
+3,601
| +51% | +$204K | 0.1% | 111 |
|
|
2024
Q3 | $365K | Buy |
7,058
+1,269
| +22% | +$65.7K | 0.07% | 124 |
|
|
2024
Q2 | $240K | Sell |
5,789
-629
| -10% | -$26.1K | 0.05% | 117 |
|
|
2024
Q1 | $348K | Sell |
6,418
-28
| -0.4% | -$1.52K | 0.07% | 107 |
|
|
2023
Q4 | $331K | Buy |
+6,446
| New | +$331K | 0.09% | 93 |
|
|
2023
Q1 | – | Sell |
-10,830
| Closed | -$779K | – | 239 |
|
|
2022
Q4 | $779K | Buy |
10,830
+3,338
| +45% | +$240K | 0.17% | 91 |
|
|
2022
Q3 | $533K | Sell |
7,492
-2,608
| -26% | -$186K | 0.15% | 76 |
|
|
2022
Q2 | $778K | Buy |
10,100
+1,559
| +18% | +$120K | 0.21% | 69 |
|
|
2022
Q1 | $624K | Buy |
+8,541
| New | +$624K | 0.16% | 90 |
|
|
2021
Q4 | – | Sell |
-4,105
| Closed | -$243K | – | 244 |
|
|
2021
Q3 | $243K | Buy |
+4,105
| New | +$243K | 0.12% | 116 |
|