Genesis Private Wealth’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
Sell
-4,641
Closed -$283K 156
2025
Q1
$283K Sell
4,641
-630
-12% -$38.4K 0.15% 88
2024
Q4
$298K Buy
+5,271
New +$298K 0.16% 77