LMG Wealth Partners’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 | $2.21M | Buy |
47,733
+991
| +2% | +$45.9K | 0.45% | 63 |
|
|
2025
Q1 | $2.85M | Buy |
46,742
+330
| +0.7% | +$20.1K | 0.64% | 48 |
|
|
2024
Q4 | $2.63M | Buy |
46,412
+923
| +2% | +$52.2K | 0.57% | 54 |
|
|
2024
Q3 | $2.35M | Buy |
45,489
+2,191
| +5% | +$113K | 0.54% | 51 |
|
|
2024
Q2 | $1.8M | Buy |
43,298
+3,950
| +10% | +$164K | 0.45% | 54 |
|
|
2024
Q1 | $2.13M | Buy |
39,348
+349
| +0.9% | +$18.9K | 0.54% | 51 |
|
|
2023
Q4 | $2M | Buy |
38,999
+101
| +0.3% | +$5.18K | 0.56% | 52 |
|
|
2023
Q3 | $2.26M | Buy |
38,898
+2,336
| +6% | +$136K | 0.69% | 46 |
|
|
2023
Q2 | $2.34M | Buy |
36,562
+1,799
| +5% | +$115K | 0.72% | 43 |
|
|
2023
Q1 | $2.41M | Buy |
34,763
+374
| +1% | +$25.9K | 0.78% | 40 |
|
|
2022
Q4 | $2.49M | Buy |
+34,389
| New | +$2.49M | 0.82% | 38 |
|