Fort Point Capital Partners’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 | $323K | Sell |
6,985
-566
| -7% | -$26.2K | 0.02% | 258 |
|
|
2025
Q1 | $461K | Sell |
7,551
-563
| -7% | -$34.3K | 0.05% | 206 |
|
|
2024
Q4 | $459K | Buy |
+8,114
| New | +$459K | 0.05% | 208 |
|
|
2024
Q1 | – | Sell |
-5,881
| Closed | -$302K | – | 319 |
|
|
2023
Q4 | $302K | Sell |
5,881
-1,078
| -15% | -$55.3K | 0.04% | 229 |
|
|
2023
Q3 | $404K | Sell |
6,959
-555
| -7% | -$32.2K | 0.06% | 162 |
|
|
2023
Q2 | $481K | Buy |
7,514
+1,043
| +16% | +$66.7K | 0.07% | 150 |
|
|
2023
Q1 | $449K | Buy |
6,471
+119
| +2% | +$8.25K | 0.07% | 162 |
|
|
2022
Q4 | $457K | Buy |
6,352
+9
| +0.1% | +$648 | 0.07% | 151 |
|
|
2022
Q3 | $451K | Buy |
6,343
+178
| +3% | +$12.7K | 0.08% | 152 |
|
|
2022
Q2 | $475K | Buy |
6,165
+28
| +0.5% | +$2.16K | 0.08% | 156 |
|
|
2022
Q1 | $448K | Buy |
6,137
+15
| +0.2% | +$1.1K | 0.06% | 178 |
|
|
2021
Q4 | $382K | Buy |
+6,122
| New | +$382K | 0.05% | 195 |
|
|
2017
Q2 | – | Sell |
-4,986
| Closed | -$271K | – | 100 |
|
|
2017
Q1 | $271K | Sell |
4,986
-100
| -2% | -$5.44K | 0.14% | 83 |
|
|
2016
Q4 | $254K | Buy |
5,086
+400
| +9% | +$20K | 0.14% | 80 |
|
|
2016
Q3 | $253K | Buy |
+4,686
| New | +$253K | 0.11% | 110 |
|