Drive 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 | $285K | Sell |
6,163
-2,699
| -30% | -$125K | 0.06% | 243 |
|
|
2025
Q1 | $541K | Sell |
8,862
-16
| -0.2% | -$976 | 0.13% | 131 |
|
|
2024
Q4 | $502K | Buy |
8,878
+182
| +2% | +$10.3K | 0.12% | 131 |
|
|
2024
Q3 | $450K | Buy |
8,696
+2,060
| +31% | +$107K | 0.12% | 145 |
|
|
2024
Q2 | $276K | Sell |
6,636
-1,939
| -23% | -$80.5K | 0.07% | 220 |
|
|
2024
Q1 | $465K | Buy |
8,575
+332
| +4% | +$18K | 0.13% | 147 |
|
|
2023
Q4 | $423K | Buy |
8,243
+15
| +0.2% | +$770 | 0.14% | 141 |
|
|
2023
Q3 | $478K | Buy |
8,228
+1,663
| +25% | +$96.5K | 0.17% | 115 |
|
|
2023
Q2 | $420K | Sell |
6,565
-1,748
| -21% | -$112K | 0.16% | 132 |
|
|
2023
Q1 | $576K | Buy |
8,313
+811
| +11% | +$56.2K | 0.24% | 100 |
|
|
2022
Q4 | $540K | Buy |
7,502
+1,489
| +25% | +$107K | 0.27% | 90 |
|
|
2022
Q3 | $427K | Sell |
6,013
-737
| -11% | -$52.3K | 0.41% | 71 |
|
|
2022
Q2 | $523K | Buy |
6,750
+968
| +17% | +$75K | 0.48% | 55 |
|
|
2022
Q1 | $425K | Sell |
5,782
-6,082
| -51% | -$447K | 0.36% | 79 |
|
|
2021
Q4 | $740K | Buy |
+11,864
| New | +$740K | 0.65% | 36 |
|