Fiduciary Alliance’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 | $609K | Buy |
13,159
+8,912
| +210% | +$413K | 0.05% | 295 |
|
|
2025
Q1 | $259K | Sell |
4,247
-228
| -5% | -$13.9K | 0.03% | 336 |
|
|
2024
Q4 | $253K | Buy |
+4,475
| New | +$253K | 0.03% | 310 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$19.2K | – | 260 |
|
|
2023
Q2 | $19.2K | Buy |
+300
| New | +$19.2K | ﹤0.01% | 462 |
|