Cassaday & Co 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 | $422K | Sell |
9,123
-46
| -0.5% | -$2.13K | 0.01% | 226 |
|
|
2025
Q1 | $559K | Sell |
9,169
-324
| -3% | -$19.8K | 0.02% | 186 |
|
|
2024
Q4 | $537K | Sell |
9,493
-1,446
| -13% | -$81.8K | 0.01% | 187 |
|
|
2024
Q3 | $566K | Buy |
10,939
+117
| +1% | +$6.05K | 0.02% | 174 |
|
|
2024
Q2 | $449K | Sell |
10,822
-2,685
| -20% | -$112K | 0.01% | 184 |
|
|
2024
Q1 | $732K | Buy |
13,507
+114
| +0.9% | +$6.18K | 0.02% | 140 |
|
|
2023
Q4 | $687K | Sell |
13,393
-6
| -0% | -$308 | 0.02% | 133 |
|
|
2023
Q3 | $778K | Sell |
13,399
-1,612
| -11% | -$93.6K | 0.03% | 104 |
|
|
2023
Q2 | $960K | Buy |
15,011
+1,247
| +9% | +$79.7K | 0.04% | 97 |
|
|
2023
Q1 | $954K | Buy |
13,764
+234
| +2% | +$16.2K | 0.04% | 97 |
|
|
2022
Q4 | $973K | Buy |
+13,530
| New | +$973K | 0.05% | 91 |
|