Kingswood Wealth 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 | $1.92M | Buy |
41,579
+2,255
| +6% | +$104K | 0.15% | 148 |
|
|
2025
Q1 | $2.39M | Sell |
39,324
-9,618
| -20% | -$585K | 0.22% | 110 |
|
|
2024
Q4 | $2.77M | Buy |
48,942
+1,634
| +3% | +$92.4K | 0.21% | 108 |
|
|
2024
Q3 | $2.44M | Buy |
47,308
+4,544
| +11% | +$234K | 0.17% | 129 |
|
|
2024
Q2 | $1.78M | Sell |
42,764
-2,983
| -7% | -$124K | 0.16% | 126 |
|
|
2024
Q1 | $2.48M | Buy |
45,747
+158
| +0.3% | +$8.57K | 0.29% | 78 |
|
|
2023
Q4 | $2.34M | Buy |
45,589
+14,960
| +49% | +$768K | 0.27% | 79 |
|
|
2023
Q3 | $3.56M | Sell |
30,629
-9,575
| -24% | -$1.11M | 0.61% | 36 |
|
|
2023
Q2 | $2.57M | Buy |
+40,204
| New | +$2.57M | 0.82% | 26 |
|