Portside Wealth 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 | $873K | Sell |
18,852
-22
| -0.1% | -$1.02K | 0.13% | 168 |
|
|
2025
Q1 | $1.15M | Buy |
18,874
+466
| +3% | +$28.4K | 0.19% | 119 |
|
|
2024
Q4 | $1.04M | Sell |
18,408
-65
| -0.4% | -$3.68K | 0.17% | 128 |
|
|
2024
Q3 | $956K | Buy |
18,473
+4,892
| +36% | +$253K | 0.16% | 142 |
|
|
2024
Q2 | $564K | Sell |
13,581
-2,734
| -17% | -$114K | 0.11% | 190 |
|
|
2024
Q1 | $885K | Buy |
16,315
+252
| +2% | +$13.7K | 0.16% | 143 |
|
|
2023
Q4 | $824K | Buy |
16,063
+853
| +6% | +$43.8K | 0.15% | 149 |
|
|
2023
Q3 | $883K | Buy |
15,210
+290
| +2% | +$16.8K | 0.17% | 129 |
|
|
2023
Q2 | $954K | Buy |
+14,920
| New | +$954K | 0.18% | 131 |
|