Provenance Wealth Advisors’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 | $19.7K | Sell |
425
-175
| -29% | -$8.1K | ﹤0.01% | 269 |
|
|
2025
Q1 | $36.6K | Sell |
600
-32
| -5% | -$1.95K | 0.01% | 239 |
|
|
2024
Q4 | $35.7K | Sell |
632
-395
| -38% | -$22.3K | ﹤0.01% | 238 |
|
|
2024
Q3 | $53.1K | Buy |
1,027
+430
| +72% | +$22.2K | 0.01% | 230 |
|
|
2024
Q2 | $24.8K | Sell |
597
-65
| -10% | -$2.7K | ﹤0.01% | 245 |
|
|
2024
Q1 | $35.9K | Buy |
662
+65
| +11% | +$3.53K | 0.01% | 239 |
|
|
2023
Q4 | $30.6K | Sell |
597
-15,342
| -96% | -$787K | ﹤0.01% | 234 |
|
|
2023
Q3 | $925K | Buy |
+15,939
| New | +$925K | 0.15% | 57 |
|