Kapstone Financial Advisors’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 | $332K | Sell |
7,171
-302
| -4% | -$14K | 0.17% | 72 |
|
|
2025
Q1 | $456K | Sell |
7,473
-2,518
| -25% | -$154K | 0.26% | 63 |
|
|
2024
Q4 | $590K | Sell |
9,991
-255
| -2% | -$15.1K | 0.31% | 52 |
|
|
2024
Q3 | $522K | Hold |
10,246
| – | – | 0.32% | 59 |
|
|
2024
Q2 | $426K | Sell |
10,246
-1,307
| -11% | -$54.3K | 0.28% | 61 |
|
|
2024
Q1 | $627K | Sell |
11,553
-1,167
| -9% | -$63.3K | 0.43% | 44 |
|
|
2023
Q4 | $631K | Sell |
12,720
-415
| -3% | -$20.6K | 0.49% | 37 |
|
|
2023
Q3 | $762K | Hold |
13,135
| – | – | 0.69% | 30 |
|
|
2023
Q2 | $808K | Sell |
13,135
-479
| -4% | -$29.5K | 0.67% | 30 |
|
|
2023
Q1 | $962K | Hold |
13,614
| – | – | 0.87% | 25 |
|
|
2022
Q4 | $991K | Buy |
+13,614
| New | +$991K | 0.9% | 22 |
|