Naviter 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 | $278K | Sell |
6,014
-301
| -5% | -$13.9K | 0.03% | 240 |
|
|
2025
Q1 | $379K | Sell |
6,315
-3,491
| -36% | -$210K | 0.05% | 216 |
|
|
2024
Q4 | $555K | Sell |
9,806
-22,727
| -70% | -$1.29M | 0.07% | 200 |
|
|
2024
Q3 | $1.68M | Buy |
32,533
+10,412
| +47% | +$539K | 0.23% | 123 |
|
|
2024
Q2 | $919K | Sell |
22,121
-1,598
| -7% | -$66.4K | 0.14% | 163 |
|
|
2024
Q1 | $1.29M | Buy |
23,719
+9,284
| +64% | +$503K | 0.21% | 134 |
|
|
2023
Q4 | $741K | Sell |
14,435
-3,065
| -18% | -$157K | 0.15% | 158 |
|
|
2023
Q3 | $1.02M | Buy |
17,500
+1,002
| +6% | +$58.2K | 0.25% | 97 |
|
|
2023
Q2 | $1.06M | Buy |
16,498
+2,356
| +17% | +$151K | 0.27% | 95 |
|
|
2023
Q1 | $980K | Buy |
14,142
+2,570
| +22% | +$178K | 0.34% | 85 |
|
|
2022
Q4 | $844K | Buy |
11,572
+1,629
| +16% | +$119K | 0.23% | 102 |
|
|
2022
Q3 | $707K | Buy |
9,943
+1,044
| +12% | +$74.2K | 0.29% | 83 |
|
|
2022
Q2 | $690K | Buy |
+8,899
| New | +$690K | 0.28% | 82 |
|