Lifeworks 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 | $296K | Sell |
6,393
-7,130
| -53% | -$330K | 0.04% | 252 |
|
|
2025
Q1 | $825K | Sell |
13,523
-9,846
| -42% | -$601K | 0.14% | 139 |
|
|
2024
Q4 | $1.32M | Sell |
23,369
-86,714
| -79% | -$4.9M | 0.24% | 105 |
|
|
2024
Q3 | $5.7M | Buy |
110,083
+11,730
| +12% | +$607K | 1.12% | 23 |
|
|
2024
Q2 | $4.08M | Buy |
98,353
+34,462
| +54% | +$1.43M | 1.14% | 25 |
|
|
2024
Q1 | $3.46M | Buy |
63,891
+9,217
| +17% | +$500K | 0.97% | 31 |
|
|
2023
Q4 | $2.81M | Buy |
54,674
+7,975
| +17% | +$409K | 0.97% | 31 |
|
|
2023
Q3 | $2.71M | Buy |
46,699
+4,684
| +11% | +$272K | 1.05% | 29 |
|
|
2023
Q2 | $2.69M | Buy |
42,015
+5,463
| +15% | +$349K | 1.14% | 27 |
|
|
2023
Q1 | $2.53M | Buy |
+36,552
| New | +$2.53M | 1.2% | 28 |
|
|
2022
Q4 | – | Sell |
-3,200
| Closed | -$248K | – | 113 |
|
|
2022
Q3 | $248K | Sell |
3,200
-1,230
| -28% | -$95.3K | 0.14% | 113 |
|
|
2022
Q2 | $341K | Buy |
+4,430
| New | +$341K | 0.22% | 96 |
|