Jamison Private 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 | $1.88M | Sell |
40,717
-598
| -1% | -$27.7K | 0.27% | 81 |
|
|
2025
Q1 | $2.52M | Sell |
41,315
-2,159
| -5% | -$132K | 0.38% | 64 |
|
|
2024
Q4 | $2.46M | Sell |
43,474
-1,266
| -3% | -$71.6K | 0.36% | 64 |
|
|
2024
Q3 | $2.31M | Sell |
44,740
-3,441
| -7% | -$178K | 0.35% | 67 |
|
|
2024
Q2 | $2M | Sell |
48,181
-1,199
| -2% | -$49.8K | 0.33% | 69 |
|
|
2024
Q1 | $2.68M | Sell |
49,380
-698
| -1% | -$37.9K | 0.45% | 55 |
|
|
2023
Q4 | $2.57M | Sell |
50,078
-5,426
| -10% | -$278K | 0.48% | 56 |
|
|
2023
Q3 | $3.22M | Buy |
+55,504
| New | +$3.22M | 0.67% | 50 |
|