Capital Performance Advisors’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
$214K Sell
4,613
-2,385
-34% -$110K 0.04% 239
2025
Q1
$427K Buy
6,998
+812
+13% +$49.5K 0.09% 121
2024
Q4
$350K Buy
6,186
+1,225
+25% +$69.3K 0.11% 81
2024
Q3
$257K Buy
+4,961
New +$257K 0.08% 91