Moser 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
Q1 | – | Sell |
-135
| Closed | -$7.64K | – | 164 |
|
|
2024
Q4 | $7.64K | Hold |
135
| – | – | ﹤0.01% | 123 |
|
|
2024
Q3 | $6.99K | Hold |
135
| – | – | ﹤0.01% | 126 |
|
|
2024
Q2 | $5.61K | Hold |
135
| – | – | ﹤0.01% | 132 |
|
|
2024
Q1 | $7.32K | Buy |
+135
| New | +$7.32K | ﹤0.01% | 126 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$13K | – | 140 |
|
|
2021
Q1 | $13K | Hold |
200
| – | – | 0.01% | 101 |
|
|
2020
Q4 | $12K | Hold |
200
| – | – | 0.01% | 104 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | 0.01% | 103 |
|
|
2020
Q2 | $12K | Hold |
200
| – | – | 0.01% | 99 |
|
|
2020
Q1 | $11K | Hold |
200
| – | – | 0.01% | 104 |
|
|
2019
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 120 |
|