Delos Wealth Advisors’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 | $3.8K | Buy |
+82
| New | +$3.8K | ﹤0.01% | 209 |
|
|
2025
Q1 | – | Sell |
-60
| Closed | -$3.39K | – | 71 |
|
|
2024
Q4 | $3.39K | Buy |
+60
| New | +$3.39K | ﹤0.01% | 150 |
|
|
2023
Q4 | – | Sell |
-18,708
| Closed | -$1.15M | – | 347 |
|
|
2023
Q3 | $1.15M | Sell |
18,708
-259
| -1% | -$16K | 1.4% | 27 |
|
|
2023
Q2 | $1.21M | Sell |
18,967
-1,340
| -7% | -$85.7K | 1.55% | 26 |
|
|
2023
Q1 | $1.41M | Sell |
20,307
-7,858
| -28% | -$545K | 1.78% | 20 |
|
|
2022
Q4 | $2.03M | Buy |
28,165
+202
| +0.7% | +$14.5K | 3.13% | 12 |
|
|
2022
Q3 | $1.99M | Buy |
27,963
+4,086
| +17% | +$290K | 2.38% | 19 |
|
|
2022
Q2 | $1.84M | Buy |
23,877
+11,519
| +93% | +$887K | 2.06% | 22 |
|
|
2022
Q1 | $903K | Buy |
+12,358
| New | +$903K | 0.89% | 37 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$6K | – | 439 |
|
|
2021
Q3 | $6K | Buy |
+100
| New | +$6K | 0.01% | 109 |
|