Redwood Wealth Management Group’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 | $650K | Buy |
14,052
+101
| +0.7% | +$4.68K | 0.29% | 72 |
|
|
2025
Q1 | $851K | Buy |
13,951
+688
| +5% | +$42K | 0.43% | 55 |
|
|
2024
Q4 | $749K | Buy |
13,263
+197
| +2% | +$11.1K | 0.37% | 62 |
|
|
2024
Q3 | $676K | Buy |
13,066
+242
| +2% | +$12.5K | 0.34% | 65 |
|
|
2024
Q2 | $533K | Buy |
12,824
+73
| +0.6% | +$3.03K | 0.4% | 52 |
|
|
2024
Q1 | $691K | Buy |
12,751
+123
| +1% | +$6.67K | 0.73% | 35 |
|
|
2023
Q4 | $648K | Buy |
12,628
+2,247
| +22% | +$115K | 0.72% | 36 |
|
|
2023
Q3 | $603K | Sell |
10,381
-1,135
| -10% | -$65.9K | 0.7% | 40 |
|
|
2023
Q2 | $736K | Sell |
11,516
-481
| -4% | -$30.8K | 0.82% | 33 |
|
|
2023
Q1 | $832K | Buy |
11,997
+18
| +0.2% | +$1.25K | 0.94% | 25 |
|
|
2022
Q4 | $862K | Buy |
+11,979
| New | +$862K | 1.08% | 24 |
|