Cove Private Wealth’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 | $619K | Buy |
13,365
+2,020
| +18% | +$93.5K | 0.22% | 91 |
|
|
2025
Q1 | $692K | Buy |
11,345
+2,350
| +26% | +$143K | 0.36% | 69 |
|
|
2024
Q4 | $509K | Hold |
8,995
| – | – | 0.31% | 68 |
|
|
2024
Q3 | $465K | Sell |
8,995
-1,175
| -12% | -$60.8K | 0.36% | 59 |
|
|
2024
Q2 | $422K | Hold |
10,170
| – | – | 0.34% | 61 |
|
|
2024
Q1 | $552K | Hold |
10,170
| – | – | 0.47% | 53 |
|
|
2023
Q4 | $522K | Buy |
+10,170
| New | +$522K | 0.49% | 53 |
|