Gitterman Wealth 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 | $241K | Buy |
5,212
+46
| +0.9% | +$2.13K | 0.06% | 110 |
|
|
2025
Q1 | $315K | Buy |
+5,166
| New | +$315K | 0.08% | 72 |
|
|
2024
Q4 | – | Sell |
-4,449
| Closed | -$230K | – | 134 |
|
|
2024
Q3 | $230K | Sell |
4,449
-4,833
| -52% | -$250K | 0.1% | 94 |
|
|
2024
Q2 | $385K | Buy |
+9,282
| New | +$385K | 0.15% | 39 |
|
|
2022
Q3 | – | Sell |
-2,647
| Closed | -$203K | – | 73 |
|
|
2022
Q2 | $203K | Buy |
+2,647
| New | +$203K | 0.19% | 62 |
|