Fiducient 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 | $331K | Sell |
7,147
-3,914
| -35% | -$181K | 0.04% | 118 |
|
|
2025
Q1 | $675K | Buy |
11,061
+4,061
| +58% | +$248K | 0.08% | 85 |
|
|
2024
Q4 | $396K | Buy |
7,000
+73
| +1% | +$4.13K | 0.05% | 105 |
|
|
2024
Q3 | $358K | Sell |
6,927
-2,992
| -30% | -$155K | 0.04% | 108 |
|
|
2024
Q2 | $412K | Sell |
9,919
-2,333
| -19% | -$96.9K | 0.06% | 95 |
|
|
2024
Q1 | $664K | Buy |
+12,252
| New | +$664K | 0.13% | 67 |
|