Quantum Financial 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
Sell
-3,753
Closed -$229K 183
2025
Q1
$229K Sell
3,753
-1,430
-28% -$87.2K 0.03% 157
2024
Q4
$293K Buy
+5,183
New +$293K 0.04% 129
2023
Q1
Sell
-2,818
Closed -$203K 95
2022
Q4
$203K Buy
+2,818
New +$203K 0.09% 88