FSM Wealth 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 | $594K | Buy |
12,770
+5,897
| +86% | +$274K | 0.1% | 133 |
|
|
2025
Q1 | $419K | Buy |
6,873
+835
| +14% | +$50.9K | 0.09% | 121 |
|
|
2024
Q4 | $340K | Buy |
+6,038
| New | +$340K | 0.08% | 125 |
|
|
2024
Q2 | – | Sell |
-6,661
| Closed | -$361K | – | 159 |
|
|
2024
Q1 | $361K | Buy |
6,661
+1,050
| +19% | +$56.9K | 0.13% | 109 |
|
|
2023
Q4 | $288K | Buy |
5,611
+157
| +3% | +$8.06K | 0.12% | 119 |
|
|
2023
Q3 | $317K | Sell |
5,454
-1,138
| -17% | -$66K | 0.16% | 104 |
|
|
2023
Q2 | $414K | Buy |
6,592
+1,195
| +22% | +$75K | 0.21% | 96 |
|
|
2023
Q1 | $374K | Buy |
5,397
+1,165
| +28% | +$80.8K | 0.22% | 97 |
|
|
2022
Q4 | $305K | Sell |
4,232
-1,144
| -21% | -$82.3K | 0.22% | 107 |
|
|
2022
Q3 | $382K | Buy |
5,376
+1,706
| +46% | +$121K | 0.32% | 80 |
|
|
2022
Q2 | $271K | Buy |
+3,670
| New | +$271K | 0.27% | 90 |
|