GoalVest Advisory’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 |
-8
| Closed | -$488 | – | 375 |
|
|
2025
Q1 | $488 | Buy |
+8
| New | +$488 | ﹤0.01% | 366 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 477 |
|
|
2023
Q2 | – | Sell |
-418
| Closed | -$29K | – | 368 |
|
|
2023
Q1 | $29K | Buy |
+418
| New | +$29K | 0.02% | 146 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$1K | – | 329 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 313 |
|