Golden State 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 | $163K | Hold |
3,519
| – | – | 0.02% | 394 |
|
|
2025
Q1 | $215K | Hold |
3,519
| – | – | 0.03% | 327 |
|
|
2024
Q4 | $199K | Buy |
+3,519
| New | +$199K | 0.03% | 323 |
|
|
2022
Q1 | $215K | Sell |
2,942
-1,034
| -26% | -$75.6K | 0.04% | 285 |
|
|
2021
Q4 | $248K | Buy |
+3,976
| New | +$248K | 0.04% | 321 |
|
|
2021
Q3 | – | Sell |
-3,181
| Closed | -$213K | – | 309 |
|
|
2021
Q2 | $213K | Sell |
3,181
-290
| -8% | -$19.4K | 0.05% | 275 |
|
|
2021
Q1 | $219K | Sell |
3,471
-1,849
| -35% | -$117K | 0.07% | 188 |
|
|
2020
Q4 | $330K | Buy |
5,320
+1,220
| +30% | +$75.7K | 0.1% | 166 |
|
|
2020
Q3 | $247K | Buy |
+4,100
| New | +$247K | 0.08% | 168 |
|
|
2020
Q2 | – | Sell |
-3,281
| Closed | -$183K | – | 263 |
|
|
2020
Q1 | $183K | Buy |
+3,281
| New | +$183K | 0.08% | 167 |
|
|
2019
Q4 | – | Sell |
-2,598
| Closed | -$132K | – | 152 |
|
|
2019
Q3 | $132K | Buy |
2,598
+963
| +59% | +$48.9K | 0.04% | 272 |
|
|
2019
Q2 | $74K | Sell |
1,635
-102
| -6% | -$4.62K | 0.02% | 383 |
|
|
2019
Q1 | $83K | Buy |
+1,737
| New | +$83K | 0.03% | 351 |
|