Opal 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 | $74.2K | Sell |
1,603
-703
| -30% | -$32.5K | 0.02% | 309 |
|
|
2025
Q1 | $141K | Buy |
+2,306
| New | +$141K | 0.04% | 226 |
|
|
2024
Q3 | – | Sell |
-1,657
| Closed | -$68.8K | – | 314 |
|
|
2024
Q2 | $68.8K | Buy |
+1,657
| New | +$68.8K | 0.02% | 320 |
|
|
2023
Q3 | – | Sell |
-4,673
| Closed | -$299K | – | 143 |
|
|
2023
Q2 | $299K | Buy |
4,673
+1,747
| +60% | +$112K | 0.15% | 94 |
|
|
2023
Q1 | $203K | Buy |
+2,926
| New | +$203K | 0.12% | 111 |
|