Kapstone Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $288K | Sell |
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|
2025
Q2 | $332K | Sell |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $522K | Hold |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $762K | Hold |
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|
2023
Q2 | $808K | Sell |
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|
2023
Q1 | $962K | Hold |
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|
2022
Q4 | $991K | Buy |
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