MSWA
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Marshall & Sterling Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.64K Sell
165
-258
-61% -$11.9K 0.01% 389
2025
Q1 		$25.8K Buy
423
+156
+58% +$9.52K 0.02% 232
2024
Q4 		$15.1K Buy
+267
New +$15.1K 0.01% 208