Private Wealth Management 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 | $44.2K | Buy |
954
+2
| +0.2% | +$93 | 0.01% | 186 |
|
|
2025
Q1 | $58.1K | Hold |
952
| – | – | 0.02% | 150 |
|
|
2024
Q4 | $53.8K | Sell |
952
-100
| -10% | -$5.66K | 0.02% | 158 |
|
|
2024
Q3 | $54.4K | Sell |
1,052
-22
| -2% | -$1.14K | 0.02% | 152 |
|
|
2024
Q2 | $44.6K | Sell |
1,074
-297
| -22% | -$12.3K | 0.02% | 166 |
|
|
2024
Q1 | $74.4K | Sell |
1,371
-1,638
| -54% | -$88.8K | 0.03% | 119 |
|
|
2023
Q4 | $154K | Buy |
+3,009
| New | +$154K | 0.08% | 76 |
|