Impact Partnership Wealth’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 | $1.25M | Buy |
27,096
+12,917
| +91% | +$598K | 0.23% | 44 |
|
|
2025
Q1 | $865K | Sell |
14,179
-3,789
| -21% | -$231K | 0.18% | 56 |
|
|
2024
Q4 | $1.02M | Sell |
17,968
-11
| -0.1% | -$622 | 0.21% | 58 |
|
|
2024
Q3 | $930K | Buy |
+17,979
| New | +$930K | 0.21% | 57 |
|
|
2024
Q2 | – | Sell |
-14,561
| Closed | -$790K | – | 268 |
|
|
2024
Q1 | $790K | Sell |
14,561
-2,112
| -13% | -$115K | 0.31% | 38 |
|
|
2023
Q4 | $855K | Buy |
16,673
+15,082
| +948% | +$774K | 0.31% | 38 |
|
|
2023
Q3 | $92.3K | Sell |
1,591
-3,459
| -68% | -$201K | 0.03% | 328 |
|
|
2023
Q2 | $323K | Buy |
+5,050
| New | +$323K | 0.11% | 129 |
|