Quattro 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 | $250K | Sell |
5,400
-19,600
| -78% | -$907K | 0.09% | 73 |
|
|
2025
Q1 | $1.52M | Sell |
25,000
-5,000
| -17% | -$305K | 0.52% | 44 |
|
|
2024
Q4 | $1.7M | Hold |
30,000
| – | – | 0.44% | 41 |
|
|
2024
Q3 | $1.57M | Sell |
30,000
-10,000
| -25% | -$525K | 0.44% | 41 |
|
|
2024
Q2 | $1.66M | Sell |
40,000
-5,000
| -11% | -$208K | 0.43% | 42 |
|
|
2024
Q1 | $2.44M | Buy |
45,000
+44,949
| +88,135% | +$2.44M | 0.69% | 32 |
|
|
2023
Q4 | $2.31M | Sell |
51
-44,949
| -100% | -$2.03B | 0.8% | 30 |
|
|
2023
Q3 | $2.61M | Buy |
+45,000
| New | +$2.61M | 1.14% | 24 |
|
|
2017
Q2 | – | Sell |
-3,414
| Closed | -$186K | – | 58 |
|
|
2017
Q1 | $186K | Buy |
+3,414
| New | +$186K | 0.09% | 52 |
|