Pacific Capital 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
Q1 | – | Sell |
-666
| Closed | -$37.7K | – | 120 |
|
|
2024
Q4 | $37.7K | Sell |
666
-45
| -6% | -$2.55K | 0.01% | 170 |
|
|
2024
Q3 | $36.8K | Buy |
711
+36
| +5% | +$1.86K | 0.01% | 185 |
|
|
2024
Q2 | $28K | Sell |
675
-11
| -2% | -$457 | 0.01% | 200 |
|
|
2024
Q1 | $37.2K | Buy |
686
+20
| +3% | +$1.09K | 0.01% | 154 |
|
|
2023
Q4 | $34.2K | Buy |
+666
| New | +$34.2K | 0.01% | 160 |
|