Elevation 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 | $31.4K | Hold |
679
| – | – | 0.01% | 282 |
|
|
2025
Q1 | $41.4K | Hold |
679
| – | – | 0.02% | 253 |
|
|
2024
Q4 | $38.4K | Hold |
679
| – | – | 0.02% | 254 |
|
|
2024
Q3 | $35.1K | Hold |
679
| – | – | 0.02% | 256 |
|
|
2024
Q2 | $28.2K | Hold |
679
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $36.8K | Hold |
679
| – | – | 0.02% | 245 |
|
|
2023
Q4 | $39.4K | Hold |
679
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $39.4K | Hold |
679
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $43.4K | Hold |
679
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $47.1K | Buy |
+679
| New | +$47.1K | 0.04% | 162 |
|