Core Wealth 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 | $242K | Sell |
5,220
-425
| -8% | -$19.7K | 0.12% | 149 |
|
|
2025
Q1 | $344K | Buy |
5,645
+25
| +0.4% | +$1.53K | 0.2% | 110 |
|
|
2024
Q4 | $318K | Buy |
5,620
+1,070
| +24% | +$60.5K | 0.18% | 117 |
|
|
2024
Q3 | $235K | Buy |
+4,550
| New | +$235K | 0.14% | 145 |
|
|
2023
Q1 | – | Sell |
-2,507
| Closed | -$353K | – | 114 |
|
|
2022
Q4 | $353K | Buy |
+2,507
| New | +$353K | 0.4% | 63 |
|