Fi3 Financial 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 | – | Sell |
-3,885
| Closed | -$237K | – | 170 |
|
|
2025
Q1 | $237K | Buy |
3,885
+330
| +9% | +$20.1K | 0.1% | 103 |
|
|
2024
Q4 | $201K | Buy |
+3,555
| New | +$201K | 0.08% | 120 |
|
|
2023
Q3 | – | Sell |
-3,135
| Closed | -$200K | – | 73 |
|
|
2023
Q2 | $200K | Buy |
3,135
+94
| +3% | +$6.01K | 0.1% | 66 |
|
|
2023
Q1 | $211K | Sell |
3,041
-165
| -5% | -$11.4K | 0.11% | 66 |
|
|
2022
Q4 | $231K | Buy |
+3,206
| New | +$231K | 0.13% | 57 |
|