Keystone Wealth 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 | $294K | Buy |
6,351
+5
| +0.1% | +$231 | 0.07% | 234 |
|
|
2025
Q1 | $387K | Sell |
6,346
-115
| -2% | -$7.01K | 0.1% | 178 |
|
|
2024
Q4 | $365K | Buy |
6,461
+260
| +4% | +$14.7K | 0.1% | 183 |
|
|
2024
Q3 | $321K | Sell |
6,201
-305
| -5% | -$15.8K | 0.09% | 200 |
|
|
2024
Q2 | $270K | Buy |
6,506
+7
| +0.1% | +$291 | 0.08% | 189 |
|
|
2024
Q1 | $352K | Sell |
6,499
-414
| -6% | -$22.5K | 0.11% | 156 |
|
|
2023
Q4 | $355K | Sell |
6,913
-205
| -3% | -$10.5K | 0.12% | 154 |
|
|
2023
Q3 | $413K | Sell |
7,118
-254
| -3% | -$14.7K | 0.16% | 131 |
|
|
2023
Q2 | $471K | Sell |
7,372
-96
| -1% | -$6.14K | 0.18% | 123 |
|
|
2023
Q1 | $518K | Buy |
7,468
+148
| +2% | +$10.3K | 0.21% | 109 |
|
|
2022
Q4 | $527K | Buy |
7,320
+9
| +0.1% | +$648 | 0.23% | 98 |
|
|
2022
Q3 | $520K | Buy |
7,311
+9
| +0.1% | +$640 | 0.25% | 80 |
|
|
2022
Q2 | $562K | Sell |
7,302
-42
| -0.6% | -$3.23K | 0.25% | 82 |
|
|
2022
Q1 | $536K | Buy |
7,344
+357
| +5% | +$26.1K | 0.21% | 95 |
|
|
2021
Q4 | $436K | Buy |
+6,987
| New | +$436K | 0.18% | 101 |
|