Forza Wealth Management’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 | $878K | Sell |
18,963
-1,002
| -5% | -$46.4K | 0.36% | 69 |
|
|
2025
Q1 | $1.22M | Sell |
19,965
-110
| -0.5% | -$6.71K | 0.55% | 46 |
|
|
2024
Q4 | $1.14M | Sell |
20,075
-548
| -3% | -$31K | 0.52% | 46 |
|
|
2024
Q3 | $1.07M | Buy |
20,623
+159
| +0.8% | +$8.23K | 0.49% | 56 |
|
|
2024
Q2 | $850K | Hold |
20,464
| – | – | 0.44% | 61 |
|
|
2024
Q1 | $1.11M | Sell |
20,464
-80
| -0.4% | -$4.34K | 0.58% | 52 |
|
|
2023
Q4 | $1.05M | Sell |
20,544
-2,150
| -9% | -$110K | 0.58% | 54 |
|
|
2023
Q3 | $1.32M | Sell |
22,694
-200
| -0.9% | -$11.6K | 0.68% | 45 |
|
|
2023
Q2 | $1.46M | Buy |
22,894
+345
| +2% | +$22.1K | 0.74% | 40 |
|
|
2023
Q1 | $1.56M | Buy |
22,549
+1,967
| +10% | +$136K | 0.8% | 31 |
|
|
2022
Q4 | $1.48M | Buy |
+20,582
| New | +$1.48M | 0.98% | 31 |
|