Mosaic Family 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 | $223K | Sell |
4,817
-62
| -1% | -$2.87K | 0.03% | 210 |
|
|
2025
Q1 | $298K | Sell |
4,879
-928
| -16% | -$56.6K | 0.04% | 171 |
|
|
2024
Q4 | $328K | Sell |
5,807
-133
| -2% | -$7.52K | 0.05% | 157 |
|
|
2024
Q3 | $307K | Buy |
5,940
+198
| +3% | +$10.2K | 0.05% | 163 |
|
|
2024
Q2 | $238K | Buy |
5,742
+4
| +0.1% | +$166 | 0.04% | 178 |
|
|
2024
Q1 | $311K | Sell |
5,738
-215
| -4% | -$11.7K | 0.05% | 156 |
|
|
2023
Q4 | $305K | Sell |
5,953
-91
| -2% | -$4.67K | 0.05% | 143 |
|
|
2023
Q3 | $351K | Sell |
6,044
-68
| -1% | -$3.95K | 0.07% | 129 |
|
|
2023
Q2 | $391K | Sell |
6,112
-10
| -0.2% | -$640 | 0.08% | 118 |
|
|
2023
Q1 | $424K | Sell |
6,122
-341
| -5% | -$23.6K | 0.09% | 111 |
|
|
2022
Q4 | $465K | Buy |
+6,463
| New | +$465K | 0.13% | 106 |
|