Morton Brown Family Wealth’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 | $9.26K | Hold |
200
| – | – | ﹤0.01% | 197 |
|
|
2025
Q1 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 179 |
|
|
2024
Q4 | $11.3K | Buy |
200
+25
| +14% | +$1.41K | ﹤0.01% | 168 |
|
|
2024
Q3 | $9.06K | Buy |
175
+75
| +75% | +$3.88K | ﹤0.01% | 173 |
|
|
2024
Q2 | $4.24K | Buy |
+100
| New | +$4.24K | ﹤0.01% | 177 |
|
|
2022
Q4 | – | Sell |
-47
| Closed | -$3K | – | 170 |
|
|
2022
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 155 |
|