Insigneo Advisory Services’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 |
-3,563
| Closed | -$217K | – | 680 |
|
|
2025
Q1 | $217K | Sell |
3,563
-3,046
| -46% | -$186K | 0.02% | 502 |
|
|
2024
Q4 | $374K | Sell |
6,609
-7,455
| -53% | -$422K | 0.04% | 360 |
|
|
2024
Q3 | $728K | Sell |
14,064
-6,850
| -33% | -$354K | 0.07% | 229 |
|
|
2024
Q2 | $995K | Sell |
20,914
-3,187
| -13% | -$152K | 0.11% | 173 |
|
|
2024
Q1 | $1.31M | Buy |
24,101
+10,692
| +80% | +$580K | 0.16% | 127 |
|
|
2023
Q4 | $688K | Buy |
+13,409
| New | +$688K | 0.1% | 193 |
|