Quotient Wealth Partners’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
$442K Sell
9,548
-2,769
-22% -$128K 0.01% 204
2025
Q1
$751K Buy
12,317
+3,668
+42% +$224K 0.02% 134
2024
Q4
$489K Buy
8,649
+4,290
+98% +$243K 0.02% 178
2024
Q3
$226K Buy
+4,359
New +$226K 0.01% 294