Phillips Wealth Planners’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 | $354K | Sell |
7,535
-3,324
| -31% | -$156K | 0.32% | 106 |
|
|
2025
Q1 | $551K | Sell |
10,859
-914
| -8% | -$46.4K | 0.58% | 54 |
|
|
2024
Q4 | $657K | Buy |
11,773
+42
| +0.4% | +$2.35K | 0.66% | 43 |
|
|
2024
Q3 | $626K | Buy |
11,731
+702
| +6% | +$37.5K | 0.6% | 47 |
|
|
2024
Q2 | $454K | Buy |
11,029
+649
| +6% | +$26.7K | 0.48% | 73 |
|
|
2024
Q1 | $501K | Buy |
10,380
+3,465
| +50% | +$167K | 0.58% | 52 |
|
|
2023
Q4 | $346K | Sell |
6,915
-3,062
| -31% | -$153K | 0.42% | 84 |
|
|
2023
Q3 | $564K | Buy |
9,977
+730
| +8% | +$41.2K | 0.76% | 40 |
|
|
2023
Q2 | $591K | Buy |
9,247
+2,993
| +48% | +$191K | 0.78% | 43 |
|
|
2023
Q1 | $428K | Sell |
6,254
-6
| -0.1% | -$410 | 0.57% | 60 |
|
|
2022
Q4 | $458K | Buy |
+6,260
| New | +$458K | 0.8% | 43 |
|