Legacy Capital Group California’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 | $1.29M | Buy |
27,795
+13,699
| +97% | +$634K | 0.36% | 67 |
|
|
2025
Q1 | $860K | Buy |
14,096
+7,528
| +115% | +$459K | 0.3% | 82 |
|
|
2024
Q4 | $371K | Buy |
6,568
+7
| +0.1% | +$396 | 0.11% | 213 |
|
|
2024
Q3 | $339K | Sell |
6,561
-172
| -3% | -$8.9K | 0.11% | 209 |
|
|
2024
Q2 | $280K | Buy |
6,733
+2,922
| +77% | +$121K | 0.1% | 238 |
|
|
2024
Q1 | $207K | Buy |
+3,811
| New | +$207K | 0.08% | 290 |
|
|
2023
Q4 | – | Sell |
-3,864
| Closed | -$224K | – | 275 |
|
|
2023
Q3 | $224K | Sell |
3,864
-34
| -0.9% | -$1.97K | 0.1% | 246 |
|
|
2023
Q2 | $249K | Buy |
3,898
+128
| +3% | +$8.19K | 0.1% | 226 |
|
|
2023
Q1 | $261K | Buy |
+3,770
| New | +$261K | 0.13% | 203 |
|