Coastwise Capital Group’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
$1.19M Buy
25,685
+1,595
+7% +$73.8K 0.95% 29
2025
Q1
$1.47M Sell
24,090
-2,600
-10% -$159K 1.24% 19
2024
Q4
$1.51M Sell
26,690
-2,849
-10% -$161K 1.21% 23
2024
Q3
$1.53M Sell
29,539
-6,216
-17% -$322K 1.26% 19
2024
Q2
$1.48M Buy
35,755
+15,234
+74% +$633K 1.41% 16
2024
Q1
$1.11M Buy
20,521
+4,417
+27% +$240K 1.03% 26
2023
Q4
$826K Sell
16,104
-6,668
-29% -$342K 0.84% 35
2023
Q3
$1.32M Buy
22,772
+2,321
+11% +$135K 1.51% 13
2023
Q2
$1.31M Buy
20,451
+1,895
+10% +$121K 1.48% 13
2023
Q1
$1.29M Sell
18,556
-561
-3% -$38.9K 1.47% 15
2022
Q4
$1.38M Buy
19,117
+738
+4% +$53.1K 1.63% 12
2022
Q3
$1.31M Sell
18,379
-714
-4% -$50.8K 2.06% 7
2022
Q2
$1.47M Sell
19,093
-1,034
-5% -$79.6K 1.79% 13
2022
Q1
$1.47M Buy
+20,127
New +$1.47M 1.83% 11