Oak Harbor 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 | $287K | Sell |
6,202
-116
| -2% | -$5.37K | 0.08% | 169 |
|
|
2025
Q1 | $385K | Hold |
6,318
| – | – | 0.11% | 140 |
|
|
2024
Q4 | $357K | Sell |
6,318
-217
| -3% | -$12.3K | 0.1% | 130 |
|
|
2024
Q3 | $338K | Buy |
6,535
+312
| +5% | +$16.1K | 0.1% | 135 |
|
|
2024
Q2 | $258K | Buy |
6,223
+417
| +7% | +$17.3K | 0.08% | 141 |
|
|
2024
Q1 | $315K | Sell |
5,806
-184
| -3% | -$9.98K | 0.1% | 132 |
|
|
2023
Q4 | $307K | Buy |
5,990
+108
| +2% | +$5.54K | 0.1% | 133 |
|
|
2023
Q3 | $341K | Buy |
5,882
+13
| +0.2% | +$755 | 0.12% | 125 |
|
|
2023
Q2 | $375K | Sell |
5,869
-451
| -7% | -$28.8K | 0.13% | 125 |
|
|
2023
Q1 | $438K | Sell |
6,320
-330
| -5% | -$22.9K | 0.16% | 120 |
|
|
2022
Q4 | $478K | Buy |
6,650
+9
| +0.1% | +$648 | 0.18% | 103 |
|
|
2022
Q3 | $472K | Buy |
6,641
+9
| +0.1% | +$640 | 0.18% | 94 |
|
|
2022
Q2 | $511K | Buy |
6,632
+9
| +0.1% | +$693 | 0.2% | 89 |
|
|
2022
Q1 | $484K | Buy |
6,623
+10
| +0.2% | +$731 | 0.16% | 98 |
|
|
2021
Q4 | $412K | Buy |
+6,613
| New | +$412K | 0.14% | 107 |
|