Briaud Financial Planning’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 | $71K | Hold |
1,536
| – | – | 0.03% | 85 |
|
|
2025
Q1 | $93K | Hold |
1,536
| – | – | 0.04% | 52 |
|
|
2024
Q4 | $86K | Hold |
1,536
| – | – | 0.04% | 57 |
|
|
2024
Q3 | $79K | Buy |
1,536
+402
| +35% | +$20.7K | 0.04% | 48 |
|
|
2024
Q2 | $47K | Hold |
1,134
| – | – | 0.03% | 58 |
|
|
2024
Q1 | $62K | Buy |
+1,134
| New | +$62K | 0.04% | 50 |
|
|
2023
Q4 | – | Sell |
-1,240
| Closed | -$71K | – | 34 |
|
|
2023
Q3 | $71K | Buy |
+1,240
| New | +$71K | 0.06% | 49 |
|