Opes 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 | $900K | Sell |
19,452
-939
| -5% | -$43.5K | 0.16% | 76 |
|
|
2025
Q1 | $1.24M | Sell |
20,391
-1
| -0% | -$61 | 0.25% | 60 |
|
|
2024
Q4 | $1.15M | Hold |
20,392
| – | – | 0.24% | 56 |
|
|
2024
Q3 | $1.06M | Sell |
20,392
-141
| -0.7% | -$7.3K | 0.2% | 59 |
|
|
2024
Q2 | $853K | Buy |
20,533
+113
| +0.6% | +$4.69K | 0.18% | 62 |
|
|
2024
Q1 | $1.11M | Sell |
20,420
-197
| -1% | -$10.7K | 0.26% | 56 |
|
|
2023
Q4 | $1.06M | Sell |
20,617
-123
| -0.6% | -$6.31K | 0.25% | 55 |
|
|
2023
Q3 | $1.2M | Buy |
20,740
+124
| +0.6% | +$7.2K | 0.33% | 52 |
|
|
2023
Q2 | $1.32M | Buy |
20,616
+30
| +0.1% | +$1.92K | 0.37% | 49 |
|
|
2023
Q1 | $1.43M | Buy |
20,586
+751
| +4% | +$52.1K | 0.46% | 43 |
|
|
2022
Q4 | $1.43M | Sell |
19,835
-204
| -1% | -$14.7K | 0.52% | 41 |
|
|
2022
Q3 | $1.43M | Buy |
+20,039
| New | +$1.43M | 0.57% | 37 |
|
|
2022
Q1 | – | Sell |
-3,814
| Closed | -$238K | – | 106 |
|
|
2021
Q4 | $238K | Buy |
+3,814
| New | +$238K | 0.07% | 98 |
|