Evoke 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 | $247K | Buy |
5,328
+130
| +3% | +$6.02K | 0.01% | 494 |
|
|
2025
Q1 | $317K | Sell |
5,198
-272
| -5% | -$16.6K | 0.01% | 339 |
|
|
2024
Q4 | $309K | Buy |
+5,470
| New | +$309K | 0.01% | 336 |
|
|
2022
Q4 | – | Sell |
-1,580
| Closed | -$112K | – | 464 |
|
|
2022
Q3 | $112K | Sell |
1,580
-23
| -1% | -$1.63K | ﹤0.01% | 396 |
|
|
2022
Q2 | $124K | Buy |
1,603
+14
| +0.9% | +$1.08K | ﹤0.01% | 382 |
|
|
2022
Q1 | $117K | Sell |
1,589
-2,074
| -57% | -$153K | ﹤0.01% | 412 |
|
|
2021
Q4 | $228K | Sell |
3,663
-279
| -7% | -$17.4K | 0.01% | 345 |
|
|
2021
Q3 | $235K | Buy |
3,942
+108
| +3% | +$6.44K | 0.01% | 320 |
|
|
2021
Q2 | $237K | Buy |
3,834
+118
| +3% | +$7.29K | 0.01% | 325 |
|
|
2021
Q1 | $236K | Sell |
3,716
-868
| -19% | -$55.1K | 0.01% | 281 |
|
|
2020
Q4 | $287K | Sell |
4,584
-246
| -5% | -$15.4K | 0.02% | 204 |
|
|
2020
Q3 | $291K | Buy |
4,830
+740
| +18% | +$44.6K | 0.02% | 176 |
|
|
2020
Q2 | $241K | Buy |
4,090
+13
| +0.3% | +$766 | 0.02% | 178 |
|
|
2020
Q1 | $227K | Buy |
+4,077
| New | +$227K | 0.03% | 168 |
|
|
2019
Q4 | – | Sell |
-3,311
| Closed | -$168K | – | 1274 |
|
|
2019
Q3 | $168K | Buy |
+3,311
| New | +$168K | 0.02% | 287 |
|