Fiduciary Family Office’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 | $666K | Sell |
14,391
-7,222
| -33% | -$334K | 0.22% | 95 |
|
|
2025
Q1 | $1.32M | Buy |
+21,613
| New | +$1.32M | 0.44% | 44 |
|
|
2024
Q4 | – | Sell |
-29,602
| Closed | -$1.53M | – | 84 |
|
|
2024
Q3 | $1.53M | Buy |
29,602
+4,641
| +19% | +$240K | 0.51% | 42 |
|
|
2024
Q2 | $1.04M | Sell |
24,961
-10,839
| -30% | -$450K | 0.41% | 61 |
|
|
2024
Q1 | $1.94M | Buy |
35,800
+18,617
| +108% | +$1.01M | 0.76% | 28 |
|
|
2023
Q4 | $882K | Buy |
+17,183
| New | +$882K | 0.39% | 52 |
|