Journey Strategic 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 | $541K | Buy |
11,694
+4,397
| +60% | +$204K | 0.02% | 279 |
|
|
2025
Q1 | $445K | Buy |
7,297
+140
| +2% | +$8.54K | 0.02% | 246 |
|
|
2024
Q4 | $405K | Buy |
7,157
+650
| +10% | +$36.8K | 0.02% | 266 |
|
|
2024
Q3 | $337K | Buy |
+6,507
| New | +$337K | 0.01% | 306 |
|
|
2023
Q4 | – | Sell |
-3,705
| Closed | -$215K | – | 237 |
|
|
2023
Q3 | $215K | Buy |
3,705
+89
| +2% | +$5.17K | 0.01% | 163 |
|
|
2023
Q2 | $231K | Sell |
3,616
-3,209
| -47% | -$205K | 0.01% | 151 |
|
|
2023
Q1 | $473K | Buy |
6,825
+986
| +17% | +$68.3K | 0.05% | 109 |
|
|
2022
Q4 | $420K | Buy |
5,839
+30
| +0.5% | +$2.16K | 0.05% | 118 |
|
|
2022
Q3 | $413K | Buy |
5,809
+21
| +0.4% | +$1.49K | 0.06% | 79 |
|
|
2022
Q2 | $446K | Buy |
5,788
+176
| +3% | +$13.6K | 0.06% | 64 |
|
|
2022
Q1 | $410K | Buy |
5,612
+386
| +7% | +$28.2K | 0.04% | 69 |
|
|
2021
Q4 | $326K | Buy |
+5,226
| New | +$326K | 0.03% | 112 |
|