Brass Tax 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
$624K Sell
13,481
-1,073
-7% -$49.7K 0.12% 91
2025
Q1
$888K Buy
14,554
+483
+3% +$29.5K 0.19% 61
2024
Q4
$796K Buy
14,071
+120
+0.9% +$6.79K 0.17% 66
2024
Q3
$722K Buy
13,951
+8,184
+142% +$423K 0.15% 69
2024
Q2
$239K Buy
+5,767
New +$239K 0.1% 120