Genesee Capital 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
$239K Sell
5,160
-381
-7% -$17.6K 0.11% 107
2025
Q1
$338K Buy
5,541
+340
+7% +$20.7K 0.17% 93
2024
Q4
$294K Buy
5,201
+60
+1% +$3.39K 0.14% 103
2024
Q3
$266K Buy
5,141
+7
+0.1% +$362 0.13% 102
2024
Q2
$213K Buy
5,134
+7
+0.1% +$291 0.1% 114
2024
Q1
$278K Buy
5,127
+56
+1% +$3.04K 0.15% 92
2023
Q4
$260K Buy
+5,071
New +$260K 0.16% 87