Guardian 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 | – | Sell |
-541
| Closed | -$33.1K | – | 79 |
|
|
2025
Q1 | $33.1K | Buy |
541
+3
| +0.6% | +$183 | 0.02% | 120 |
|
|
2024
Q4 | $30.4K | Buy |
538
+5
| +0.9% | +$283 | 0.02% | 133 |
|
|
2024
Q3 | $27.6K | Buy |
533
+5
| +0.9% | +$259 | 0.02% | 133 |
|
|
2024
Q2 | $21.9K | Buy |
528
+6
| +1% | +$249 | 0.02% | 135 |
|
|
2024
Q1 | $28.3K | Buy |
522
+5
| +1% | +$271 | 0.02% | 128 |
|
|
2023
Q4 | $26.5K | Buy |
517
+114
| +28% | +$5.85K | 0.02% | 132 |
|
|
2023
Q3 | $23.4K | Sell |
403
-125
| -24% | -$7.26K | 0.02% | 131 |
|
|
2023
Q2 | $33.8K | Buy |
528
+4
| +0.8% | +$256 | 0.03% | 119 |
|
|
2023
Q1 | $36.3K | Buy |
524
+8
| +2% | +$554 | 0.04% | 119 |
|
|
2022
Q4 | $37.1K | Buy |
516
+1
| +0.2% | +$72 | 0.04% | 127 |
|
|
2022
Q3 | $37K | Buy |
515
+3
| +0.6% | +$216 | 0.04% | 119 |
|
|
2022
Q2 | $39K | Buy |
512
+4
| +0.8% | +$305 | 0.04% | 119 |
|
|
2022
Q1 | $37K | Sell |
508
-11
| -2% | -$801 | 0.04% | 132 |
|
|
2021
Q4 | $32K | Buy |
+519
| New | +$32K | 0.03% | 131 |
|