Cherry Tree 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 | $46.9K | Hold |
1,013
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $61.8K | Hold |
1,013
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $57.3K | Hold |
1,013
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $52.4K | Hold |
1,013
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $42.1K | Hold |
1,013
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $54.9K | Hold |
1,013
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $52K | Sell |
1,013
-29
| -3% | -$1.49K | 0.01% | 239 |
|
|
2023
Q3 | $60.5K | Hold |
1,042
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $66.6K | Buy |
+1,042
| New | +$66.6K | 0.02% | 213 |
|