Paces Ferry 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
$209K Sell
4,515
-296
-6% -$13.7K 0.1% 116
2025
Q1
$293K Sell
4,811
-32
-0.7% -$1.95K 0.15% 91
2024
Q4
$274K Buy
+4,843
New +$274K 0.13% 100
2020
Q4
Sell
-1,061
Closed -$64K 243
2020
Q3
$64K Buy
+1,061
New +$64K 0.06% 205