First Affirmative Financial Network’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
Q1 | $207K | Sell |
3,399
-1,485
| -30% | -$90.6K | 0.13% | 229 |
|
|
2024
Q4 | $276K | Sell |
4,884
-429
| -8% | -$24.3K | 0.16% | 169 |
|
|
2024
Q3 | $275K | Sell |
5,313
-235
| -4% | -$12.2K | 0.15% | 189 |
|
|
2024
Q2 | $230K | Buy |
5,548
+830
| +18% | +$34.5K | 0.16% | 198 |
|
|
2024
Q1 | $256K | Buy |
4,718
+767
| +19% | +$41.6K | 0.19% | 179 |
|
|
2023
Q4 | $203K | Buy |
+3,951
| New | +$203K | 0.16% | 211 |
|