Lantern 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 | $1.27M | Buy |
+27,486
| New | +$1.27M | 0.76% | 42 |
|
|
2024
Q4 | $1.47M | Buy |
26,032
+11,352
| +77% | +$642K | 0.96% | 32 |
|
|
2024
Q3 | $760K | Buy |
14,680
+1,202
| +9% | +$62.2K | 0.53% | 51 |
|
|
2024
Q2 | $560K | Buy |
13,478
+1,432
| +12% | +$59.5K | 0.41% | 61 |
|
|
2024
Q1 | $653K | Buy |
12,046
+142
| +1% | +$7.7K | 0.46% | 55 |
|
|
2023
Q4 | $611K | Buy |
+11,904
| New | +$611K | 0.48% | 57 |
|