Quaker 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
Q2 | $88.6K | Buy |
+1,914
| New | +$88.6K | 0.03% | 117 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 107 |
|
2024
Q1 | $258K | Buy |
4,758
+172
| +4% | +$9.33K | 0.1% | 45 |
|
2023
Q4 | $235K | Sell |
4,586
-1,338
| -23% | -$68.6K | 0.11% | 46 |
|
2023
Q3 | $344K | Buy |
5,924
+1,909
| +48% | +$111K | 0.17% | 34 |
|
2023
Q2 | $257K | Buy |
4,015
+1,109
| +38% | +$70.9K | 0.12% | 38 |
|
2023
Q1 | $201K | Sell |
2,906
-9
| -0.3% | -$624 | 0.09% | 46 |
|
2022
Q4 | $210K | Buy |
2,915
+7
| +0.2% | +$504 | 0.11% | 37 |
|
2022
Q3 | $207K | Sell |
2,908
-192
| -6% | -$13.7K | 0.11% | 38 |
|
2022
Q2 | $239K | Buy |
3,100
+7
| +0.2% | +$540 | 0.12% | 36 |
|
2022
Q1 | $226K | Sell |
3,093
-1,392
| -31% | -$102K | 0.1% | 46 |
|
2021
Q4 | $280K | Buy |
+4,485
| New | +$280K | 0.12% | 38 |
|
2020
Q1 | – | Sell |
-3,120
| Closed | -$200K | – | 41 |
|
2019
Q4 | $200K | Buy |
+3,120
| New | +$200K | 0.12% | 48 |
|