Dogwood 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 | $15.4K | Buy |
328
+25
| +8% | +$1.18K | 0.01% | 208 |
|
|
2025
Q1 | $18.5K | Buy |
303
+64
| +27% | +$3.9K | 0.01% | 162 |
|
|
2024
Q4 | $13.5K | Buy |
239
+2
| +0.8% | +$113 | 0.01% | 177 |
|
|
2024
Q3 | $12.3K | Buy |
237
+3
| +1% | +$155 | 0.01% | 155 |
|
|
2024
Q2 | $9.73K | Buy |
234
+3
| +1% | +$125 | 0.01% | 175 |
|
|
2024
Q1 | $12.5K | Buy |
231
+3
| +1% | +$163 | 0.01% | 176 |
|
|
2023
Q4 | $11.7K | Buy |
+228
| New | +$11.7K | 0.01% | 161 |
|