Meadow Creek 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 | $395K | Sell |
8,526
-13
| -0.2% | -$602 | 0.27% | 77 |
|
|
2025
Q1 | $521K | Buy |
8,539
+57
| +0.7% | +$3.48K | 0.39% | 58 |
|
|
2024
Q4 | $480K | Buy |
8,482
+2,537
| +43% | +$143K | 0.35% | 62 |
|
|
2024
Q3 | $308K | Hold |
5,945
| – | – | 0.24% | 97 |
|
|
2024
Q2 | $247K | Hold |
5,945
| – | – | 0.23% | 103 |
|
|
2024
Q1 | $322K | Buy |
5,945
+1,616
| +37% | +$87.6K | 0.22% | 103 |
|
|
2023
Q4 | $222K | Buy |
+4,329
| New | +$222K | 0.22% | 96 |
|
|
2022
Q3 | $242K | Buy |
3,405
+69
| +2% | +$4.9K | 0.32% | 79 |
|
|
2022
Q2 | $257K | Hold |
3,336
| – | – | 0.32% | 80 |
|
|
2022
Q1 | $244K | Hold |
3,336
| – | – | 0.26% | 96 |
|
|
2021
Q4 | $208K | Buy |
+3,336
| New | +$208K | 0.2% | 118 |
|
|
2019
Q4 | $217K | Buy |
+3,380
| New | +$217K | 0.3% | 87 |
|