GeoWealth 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 | $547K | Buy |
11,825
+208
| +2% | +$9.63K | 0.02% | 387 |
|
|
2025
Q1 | $709K | Sell |
11,617
-2,150
| -16% | -$131K | 0.03% | 349 |
|
|
2024
Q4 | $779K | Sell |
13,767
-98
| -0.7% | -$5.54K | 0.03% | 361 |
|
|
2024
Q3 | $717K | Buy |
13,865
+2,468
| +22% | +$128K | 0.03% | 385 |
|
|
2024
Q2 | $473K | Sell |
11,397
-6,925
| -38% | -$288K | 0.02% | 446 |
|
|
2024
Q1 | $994K | Buy |
18,322
+7,826
| +75% | +$424K | 0.04% | 294 |
|
|
2023
Q4 | $539K | Buy |
10,496
+8,505
| +427% | +$437K | 0.04% | 319 |
|
|
2023
Q3 | $115K | Buy |
1,991
+389
| +24% | +$22.5K | 0.01% | 322 |
|
|
2023
Q2 | $103K | Buy |
1,602
+41
| +3% | +$2.64K | 0.01% | 286 |
|
|
2023
Q1 | $108K | Sell |
1,561
-35
| -2% | -$2.42K | 0.01% | 237 |
|
|
2022
Q4 | $114K | Sell |
1,596
-69
| -4% | -$4.93K | 0.01% | 269 |
|
|
2022
Q3 | $118K | Buy |
+1,665
| New | +$118K | 0.01% | 265 |
|
|
2021
Q3 | – | Sell |
-1,101
| Closed | -$74K | – | 394 |
|
|
2021
Q2 | $74K | Buy |
+1,101
| New | +$74K | 0.01% | 224 |
|
|
2019
Q4 | – | Sell |
-5,109
| Closed | -$259K | – | 113 |
|
|
2019
Q3 | $259K | Buy |
+5,109
| New | +$259K | 0.06% | 170 |
|