PFG Private 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 | – | Sell |
-100
| Closed | -$6.1K | – | 79 |
|
|
2025
Q1 | $6.1K | Hold |
100
| – | – | ﹤0.01% | 169 |
|
|
2024
Q4 | $5.66K | Hold |
100
| – | – | ﹤0.01% | 148 |
|
|
2024
Q3 | $5.17K | Hold |
100
| – | – | ﹤0.01% | 161 |
|
|
2024
Q2 | $4.15K | Hold |
100
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $5.42K | Hold |
100
| – | – | ﹤0.01% | 150 |
|
|
2023
Q4 | $5.13K | Hold |
100
| – | – | ﹤0.01% | 158 |
|
|
2023
Q3 | $5.8K | Sell |
100
-303
| -75% | -$17.6K | ﹤0.01% | 212 |
|
|
2023
Q2 | $25.8K | Hold |
403
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $27.9K | Sell |
403
-12
| -3% | -$832 | 0.02% | 165 |
|
|
2022
Q4 | $30K | Sell |
415
-39
| -9% | -$2.82K | 0.02% | 158 |
|
|
2022
Q3 | $32K | Buy |
454
+51
| +13% | +$3.6K | 0.02% | 150 |
|
|
2022
Q2 | $31K | Hold |
403
| – | – | 0.02% | 168 |
|
|
2022
Q1 | $29K | Hold |
403
| – | – | 0.01% | 166 |
|
|
2021
Q4 | $25K | Sell |
403
-50
| -11% | -$3.1K | 0.01% | 173 |
|
|
2021
Q3 | $27K | Buy |
+453
| New | +$27K | 0.02% | 164 |
|