Diversify Wealth Management’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
$593K Sell
12,745
-257
-2% -$12K 0.04% 344
2025
Q1
$640K Sell
13,002
-1,121
-8% -$55.2K 0.05% 313
2024
Q4
$788K Buy
14,123
+1,286
+10% +$71.8K 0.06% 256
2024
Q3
$681K Buy
12,837
+1,122
+10% +$59.5K 0.07% 248
2024
Q2
$558K Buy
+11,715
New +$558K 0.07% 248