Moss Adams 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 | $256K | Sell |
5,538
-954
| -15% | -$44.2K | 0.02% | 212 |
|
|
2025
Q1 | $396K | Buy |
6,492
+1,197
| +23% | +$73K | 0.04% | 135 |
|
|
2024
Q4 | $299K | Buy |
5,295
+1,242
| +31% | +$70.2K | 0.03% | 148 |
|
|
2024
Q3 | $210K | Buy |
+4,053
| New | +$210K | 0.02% | 189 |
|
|
2024
Q2 | – | Sell |
-4,813
| Closed | -$261K | – | 176 |
|
|
2024
Q1 | $261K | Buy |
+4,813
| New | +$261K | 0.04% | 121 |
|
|
2023
Q2 | – | Sell |
-3,365
| Closed | -$233K | – | 144 |
|
|
2023
Q1 | $233K | Buy |
3,365
+79
| +2% | +$5.48K | 0.08% | 82 |
|
|
2022
Q4 | $236K | Buy |
+3,286
| New | +$236K | 0.12% | 90 |
|