Northern Financial 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 |
-8,394
| Closed | -$475K | – | 106 |
|
|
2024
Q4 | $475K | Buy |
+8,394
| New | +$475K | 0.38% | 72 |
|
|
2023
Q4 | – | Sell |
-10,855
| Closed | -$630K | – | 115 |
|
|
2023
Q3 | $630K | Buy |
10,855
+458
| +4% | +$26.6K | 0.58% | 55 |
|
|
2023
Q2 | $665K | Sell |
10,397
-3,021
| -23% | -$193K | 0.59% | 52 |
|
|
2023
Q1 | $930K | Buy |
+13,418
| New | +$930K | 0.88% | 36 |
|