Old North State Wealth Management’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 | $447K | Buy |
9,640
+372
| +4% | +$17.2K | 0.23% | 78 |
|
|
2025
Q1 | $566K | Sell |
9,268
-15
| -0.2% | -$916 | 0.32% | 59 |
|
|
2024
Q4 | $526K | Buy |
9,283
+1,079
| +13% | +$61.1K | 0.3% | 59 |
|
|
2024
Q3 | $425K | Buy |
8,204
+1,164
| +17% | +$60.3K | 0.24% | 63 |
|
|
2024
Q2 | $293K | Buy |
7,040
+419
| +6% | +$17.4K | 0.19% | 74 |
|
|
2024
Q1 | $360K | Buy |
6,621
+807
| +14% | +$43.8K | 0.23% | 61 |
|
|
2023
Q4 | $298K | Buy |
+5,814
| New | +$298K | 0.22% | 67 |
|
|
2023
Q3 | – | Sell |
-3,311
| Closed | -$212K | – | 72 |
|
|
2023
Q2 | $212K | Sell |
3,311
-56
| -2% | -$3.59K | 0.19% | 71 |
|
|
2023
Q1 | $234K | Buy |
+3,367
| New | +$234K | 0.22% | 62 |
|
|
2022
Q1 | – | Sell |
-7,929
| Closed | -$495K | – | 60 |
|
|
2021
Q4 | $495K | Buy |
+7,929
| New | +$495K | 0.5% | 41 |
|