Envestnet Portfolio Solutions’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 | $5.1M | Sell |
110,108
-65,123
| -37% | -$3.01M | 0.02% | 356 |
|
|
2025
Q1 | $10.7M | Sell |
175,231
-66,286
| -27% | -$4.04M | 0.04% | 219 |
|
|
2024
Q4 | $13.7M | Buy |
241,517
+31,884
| +15% | +$1.8M | 0.04% | 199 |
|
|
2024
Q3 | $10.8M | Buy |
209,633
+2,924
| +1% | +$151K | 0.04% | 233 |
|
|
2024
Q2 | $8.58M | Buy |
206,709
+18,741
| +10% | +$778K | 0.03% | 259 |
|
|
2024
Q1 | $10.2M | Buy |
187,968
+49,342
| +36% | +$2.68M | 0.04% | 227 |
|
|
2023
Q4 | $7.11M | Buy |
138,626
+61,119
| +79% | +$3.14M | 0.03% | 255 |
|
|
2023
Q3 | $4.5M | Buy |
+77,507
| New | +$4.5M | 0.02% | 332 |
|