Cyndeo 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 | $396K | Sell |
8,560
-969
| -10% | -$44.9K | 0.02% | 333 |
|
|
2025
Q1 | $581K | Sell |
9,529
-1
| -0% | -$61 | 0.04% | 280 |
|
|
2024
Q4 | $539K | Sell |
9,530
-5
| -0.1% | -$283 | 0.04% | 284 |
|
|
2024
Q3 | $493K | Buy |
9,535
+357
| +4% | +$18.5K | 0.03% | 298 |
|
|
2024
Q2 | $381K | Sell |
9,178
-1,024
| -10% | -$42.5K | 0.03% | 305 |
|
|
2024
Q1 | $553K | Buy |
10,202
+1,609
| +19% | +$87.3K | 0.05% | 253 |
|
|
2023
Q4 | $441K | Buy |
8,593
+161
| +2% | +$8.26K | 0.04% | 262 |
|
|
2023
Q3 | $489K | Sell |
8,432
-1,222
| -13% | -$70.9K | 0.05% | 227 |
|
|
2023
Q2 | $617K | Sell |
9,654
-30,329
| -76% | -$1.94M | 0.06% | 199 |
|
|
2023
Q1 | $2.77M | Sell |
39,983
-38,240
| -49% | -$2.65M | 0.3% | 102 |
|
|
2022
Q4 | $5.63M | Buy |
+78,223
| New | +$5.63M | 0.66% | 46 |
|