Garrett Wealth Advisory Group’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
$223K Sell
4,820
-23
-0.5% -$1.07K 0.05% 103
2025
Q1
$295K Sell
4,843
-39
-0.8% -$2.38K 0.07% 83
2024
Q4
$276K Sell
4,882
-67
-1% -$3.79K 0.06% 80
2024
Q3
$256K Buy
+4,949
New +$256K 0.06% 83
2019
Q4
Sell
-519
Closed -$26.3K 129
2019
Q3
$26.3K Buy
+519
New +$26.3K 0.02% 184