Catalyst Financial 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
Q2
$368K Sell
7,953
-398
-5% -$18.4K 0.04% 204
2025
Q1
$509K Buy
8,351
+642
+8% +$39.2K 0.09% 144
2024
Q4
$436K Buy
7,709
+1,490
+24% +$84.3K 0.08% 156
2024
Q3
$322K Buy
6,219
+1,259
+25% +$65.1K 0.06% 191
2024
Q2
$206K Sell
4,960
-1,621
-25% -$67.3K 0.05% 237
2024
Q1
$315K Buy
6,581
+637
+11% +$30.5K 0.08% 164
2023
Q4
$305K Sell
5,944
-1,628
-22% -$83.5K 0.09% 162
2023
Q3
$439K Buy
7,572
+1,382
+22% +$80.2K 0.14% 109
2023
Q2
$396K Buy
6,190
+189
+3% +$12.1K 0.14% 106
2023
Q1
$416K Buy
6,001
+145
+2% +$10.1K 0.18% 83
2022
Q4
$421K Buy
+5,856
New +$421K 0.22% 70