Gen-Wealth Partners’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 | $103K | Hold |
2,230
| – | – | 0.04% | 279 |
|
|
2025
Q1 | $136K | Hold |
2,230
| – | – | 0.06% | 242 |
|
|
2024
Q4 | $126K | Sell |
2,230
-31
| -1% | -$1.75K | 0.05% | 258 |
|
|
2024
Q3 | $119K | Buy |
2,261
+100
| +5% | +$5.27K | 0.05% | 266 |
|
|
2024
Q2 | $89.7K | Sell |
2,161
-1,121
| -34% | -$46.6K | 0.04% | 295 |
|
|
2024
Q1 | $178K | Buy |
+3,282
| New | +$178K | 0.09% | 219 |
|