Optimist Retirement Group’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 | $1.89M | Buy |
40,861
+1,725
| +4% | +$79.9K | 0.91% | 41 |
|
|
2025
Q1 | $2.39M | Sell |
39,136
-3,792
| -9% | -$231K | 1.19% | 20 |
|
|
2024
Q4 | $2.43M | Sell |
42,928
-708
| -2% | -$40K | 1.15% | 17 |
|
|
2024
Q3 | $2.26M | Buy |
+43,636
| New | +$2.26M | 1.02% | 31 |
|
|
2024
Q2 | – | Sell |
-38,663
| Closed | -$2.1M | – | 113 |
|
|
2024
Q1 | $2.1M | Buy |
38,663
+30,673
| +384% | +$1.66M | 1.08% | 20 |
|
|
2023
Q4 | $410K | Buy |
+7,990
| New | +$410K | 0.27% | 48 |
|