Focus Partners Wealth’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
$9.61M Sell
207,631
-10,455
-5% -$484K 0.02% 506
2025
Q1
$13.3M Sell
218,086
-8,352
-4% -$509K 0.03% 416
2024
Q4
$12.8M Buy
226,438
+43,334
+24% +$2.45M 0.03% 403
2024
Q3
$9.47M Sell
183,104
-98,888
-35% -$5.12M 0.03% 412
2024
Q2
$11.7M Buy
281,992
+74,471
+36% +$3.09M 0.04% 350
2024
Q1
$11.3M Sell
207,521
-1,290
-0.6% -$70K 0.09% 203
2023
Q4
$10.7M Buy
+208,811
New +$10.7M 0.14% 144