Cetera Trust Company’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 | $15.3K | Hold |
330
| – | – | 0.01% | 262 |
|
2025
Q1 | $20.1K | Sell |
330
-1,550
| -82% | -$94.5K | 0.01% | 252 |
|
2024
Q4 | $106K | Sell |
1,880
-88
| -4% | -$4.98K | 0.07% | 195 |
|
2024
Q3 | $102K | Sell |
1,968
-15,959
| -89% | -$826K | 0.06% | 205 |
|
2024
Q2 | $745K | Sell |
17,927
-2,165
| -11% | -$89.9K | 0.47% | 50 |
|
2024
Q1 | $1.09M | Buy |
20,092
+2,325
| +13% | +$126K | 0.66% | 42 |
|
2023
Q4 | $912K | Buy |
+17,767
| New | +$912K | 0.57% | 44 |
|