IFS Advisors’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 |
-600
| Closed | -$36.6K | – | 174 |
|
|
2025
Q1 | $36.6K | Sell |
600
-167
| -22% | -$10.2K | 0.03% | 54 |
|
|
2024
Q4 | $43.4K | Buy |
767
+600
| +359% | +$33.9K | 0.03% | 45 |
|
|
2024
Q3 | $8.64K | Hold |
167
| – | – | 0.01% | 82 |
|
|
2024
Q2 | $6.94K | Hold |
167
| – | – | 0.01% | 82 |
|
|
2024
Q1 | $9.06K | Hold |
167
| – | – | 0.01% | 73 |
|
|
2023
Q4 | $8.57K | Hold |
167
| – | – | 0.01% | 68 |
|
|
2023
Q3 | $9.69K | Hold |
167
| – | – | 0.02% | 61 |
|
|
2023
Q2 | $10.7K | Buy |
+167
| New | +$10.7K | 0.03% | 56 |
|