Future Financial 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 | $55.5K | Hold |
1,200
| – | – | 0.04% | 230 |
|
|
2025
Q1 | $73.2K | Sell |
1,200
-50
| -4% | -$3.05K | 0.05% | 193 |
|
|
2024
Q4 | $70.7K | Sell |
1,250
-125
| -9% | -$7.07K | 0.05% | 204 |
|
|
2024
Q3 | $71.1K | Buy |
+1,375
| New | +$71.1K | 0.05% | 213 |
|
|
2024
Q2 | – | Sell |
-1,525
| Closed | -$82.7K | – | 153 |
|
|
2024
Q1 | $82.7K | Buy |
+1,525
| New | +$82.7K | 0.06% | 194 |
|
|
2023
Q1 | – | Sell |
-7,085
| Closed | -$510K | – | 111 |
|
|
2022
Q4 | $510K | Sell |
7,085
-120
| -2% | -$8.63K | 0.58% | 54 |
|
|
2022
Q3 | $555K | Sell |
7,205
-91
| -1% | -$7.01K | 0.64% | 50 |
|
|
2022
Q2 | $533K | Hold |
7,296
| – | – | 0.52% | 63 |
|
|
2022
Q1 | $533K | Buy |
7,296
+617
| +9% | +$45.1K | 0.44% | 63 |
|
|
2021
Q4 | $413K | Buy |
+6,679
| New | +$413K | 0.33% | 72 |
|