IAG Wealth Partners’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 | $15.5K | Hold |
335
| – | – | ﹤0.01% | 303 |
|
|
2025
Q1 | $20.4K | Hold |
335
| – | – | ﹤0.01% | 275 |
|
|
2024
Q4 | $18.9K | Hold |
335
| – | – | ﹤0.01% | 287 |
|
|
2024
Q3 | $17.3K | Sell |
335
-79
| -19% | -$4.09K | ﹤0.01% | 286 |
|
|
2024
Q2 | $17.2K | Buy |
414
+79
| +24% | +$3.28K | ﹤0.01% | 283 |
|
|
2024
Q1 | $18.2K | Hold |
335
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $17.2K | Hold |
335
| – | – | ﹤0.01% | 244 |
|
|
2023
Q3 | $19.4K | Hold |
335
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $21.4K | Hold |
335
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $23.2K | Hold |
335
| – | – | 0.01% | 211 |
|
|
2022
Q4 | $24.1K | Sell |
335
-12
| -3% | -$863 | 0.01% | 194 |
|
|
2022
Q3 | $25K | Sell |
347
-5
| -1% | -$360 | 0.01% | 181 |
|
|
2022
Q2 | $27K | Buy |
352
+17
| +5% | +$1.3K | 0.01% | 173 |
|
|
2022
Q1 | $24K | Hold |
335
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $21K | Hold |
335
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $20K | Hold |
335
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $23K | Hold |
335
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $22K | Hold |
335
| – | – | 0.01% | 175 |
|
|
2020
Q4 | $21K | Hold |
335
| – | – | 0.01% | 156 |
|
|
2020
Q3 | $21K | Hold |
335
| – | – | 0.01% | 156 |
|
|
2020
Q2 | $20K | Hold |
335
| – | – | 0.01% | 164 |
|
|
2020
Q1 | $19K | Hold |
335
| – | – | 0.01% | 152 |
|
|
2019
Q4 | $22K | Buy |
+335
| New | +$22K | 0.01% | 168 |
|