Evergreen Private Wealth’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 | $58.7K | Hold |
1,268
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $77.3K | Hold |
1,268
| – | – | 0.04% | 102 |
|
|
2024
Q4 | $71.7K | Hold |
1,268
| – | – | 0.03% | 106 |
|
|
2024
Q3 | $65.6K | Hold |
1,268
| – | – | 0.03% | 109 |
|
|
2024
Q2 | $52.7K | Sell |
1,268
-324
| -20% | -$13.5K | 0.03% | 115 |
|
|
2024
Q1 | $86.3K | Sell |
1,592
-100
| -6% | -$5.42K | 0.04% | 105 |
|
|
2023
Q4 | $86.8K | Buy |
+1,692
| New | +$86.8K | 0.05% | 96 |
|