Confluence Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $754K | Buy |
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|
2024
Q3 | $540K | Buy |
|
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.17M | Buy |
|
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|
2022
Q4 | $972K | Buy |
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|
2022
Q3 | $919K | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $969K | Buy |
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