Everpar Advisors’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 | $514K | Sell |
11,104
-389
| -3% | -$18K | 0.23% | 114 |
|
|
2025
Q1 | $701K | Sell |
11,493
-652
| -5% | -$39.8K | 0.37% | 57 |
|
|
2024
Q4 | $687K | Buy |
12,145
+903
| +8% | +$51.1K | 0.35% | 62 |
|
|
2024
Q3 | $582K | Buy |
11,242
+446
| +4% | +$23.1K | 0.3% | 88 |
|
|
2024
Q2 | $448K | Buy |
10,796
+1,081
| +11% | +$44.9K | 0.22% | 137 |
|
|
2024
Q1 | $527K | Sell |
9,715
-2,281
| -19% | -$124K | 0.32% | 92 |
|
|
2023
Q4 | $616K | Buy |
+11,996
| New | +$616K | 0.29% | 125 |
|