Prentice 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
Q1 | – | Sell |
-4,007
| Closed | -$227K | – | 111 |
|
|
2024
Q4 | $227K | Buy |
4,007
+22
| +0.6% | +$1.24K | 0.07% | 103 |
|
|
2024
Q3 | $206K | Sell |
3,985
-3,012
| -43% | -$156K | 0.06% | 106 |
|
|
2024
Q2 | $291K | Sell |
6,997
-254
| -4% | -$10.5K | 0.09% | 97 |
|
|
2024
Q1 | $393K | Buy |
7,251
+757
| +12% | +$41.1K | 0.14% | 84 |
|
|
2023
Q4 | $333K | Buy |
6,494
+132
| +2% | +$6.77K | 0.13% | 87 |
|
|
2023
Q3 | $369K | Buy |
6,362
+79
| +1% | +$4.59K | 0.17% | 75 |
|
|
2023
Q2 | $402K | Buy |
6,283
+850
| +16% | +$54.4K | 0.18% | 74 |
|
|
2023
Q1 | $377K | Buy |
5,433
+252
| +5% | +$17.5K | 0.18% | 68 |
|
|
2022
Q4 | $373K | Buy |
5,181
+283
| +6% | +$20.4K | 0.19% | 63 |
|
|
2022
Q3 | $349K | Buy |
+4,898
| New | +$349K | 0.19% | 55 |
|
|
2022
Q2 | – | Sell |
-3,844
| Closed | -$278K | – | 148 |
|
|
2022
Q1 | $278K | Buy |
+3,844
| New | +$278K | 0.13% | 75 |
|
|
2021
Q4 | – | Sell |
-3,520
| Closed | -$208K | – | 126 |
|
|
2021
Q3 | $208K | Buy |
3,520
+31
| +0.9% | +$1.83K | 0.1% | 100 |
|
|
2021
Q2 | $233K | Buy |
3,489
+1,232
| +55% | +$82.3K | 0.12% | 93 |
|
|
2021
Q1 | $142K | Buy |
+2,257
| New | +$142K | 0.08% | 111 |
|