Modern Wealth Management’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
$896K Buy
19,353
+927
+5% +$42.9K 0.02% 376
2025
Q1
$1.12M Buy
18,426
+2,608
+16% +$159K 0.04% 291
2024
Q4
$895K Buy
15,818
+3,067
+24% +$173K 0.03% 270
2024
Q3
$660K Buy
+12,751
New +$660K 0.04% 212