Fortis Group 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 | $23.1K | Hold |
500
| – | – | ﹤0.01% | 279 |
|
2025
Q1 | $30.5K | Hold |
500
| – | – | 0.01% | 234 |
|
2024
Q4 | $28.3K | Hold |
500
| – | – | 0.01% | 239 |
|
2024
Q3 | $25.9K | Hold |
500
| – | – | ﹤0.01% | 231 |
|
2024
Q2 | $20.8K | Hold |
500
| – | – | ﹤0.01% | 238 |
|
2024
Q1 | $27.1K | Sell |
500
-3,484
| -87% | -$189K | 0.01% | 250 |
|
2023
Q4 | $258K | Buy |
3,984
+500
| +14% | +$32.4K | 0.06% | 112 |
|
2023
Q3 | $236K | Buy |
+3,484
| New | +$236K | 0.07% | 112 |
|
2020
Q3 | $303K | Buy |
+5,038
| New | +$303K | 0.06% | 139 |
|