Ridgecrest 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 | $376K | Sell |
8,115
-1,096
| -12% | -$50.7K | 0.2% | 67 |
|
|
2025
Q1 | $562K | Buy |
9,211
+500
| +6% | +$30.5K | 0.29% | 58 |
|
|
2024
Q4 | $493K | Sell |
8,711
-964
| -10% | -$54.5K | 0.27% | 61 |
|
|
2024
Q3 | $501K | Hold |
9,675
| – | – | 0.26% | 63 |
|
|
2024
Q2 | $402K | Hold |
9,675
| – | – | 0.24% | 70 |
|
|
2024
Q1 | $525K | Sell |
9,675
-400
| -4% | -$21.7K | 0.31% | 55 |
|
|
2023
Q4 | $517K | Sell |
10,075
-604
| -6% | -$31K | 0.34% | 53 |
|
|
2023
Q3 | $620K | Sell |
10,679
-660
| -6% | -$38.3K | 0.43% | 50 |
|
|
2023
Q2 | $725K | Sell |
11,339
-340
| -3% | -$21.7K | 0.48% | 40 |
|
|
2023
Q1 | $809K | Sell |
11,679
-400
| -3% | -$27.7K | 0.58% | 35 |
|
|
2022
Q4 | $869K | Hold |
12,079
| – | – | 0.66% | 34 |
|
|
2022
Q3 | $859K | Hold |
12,079
| – | – | 0.7% | 34 |
|
|
2022
Q2 | $930K | Hold |
12,079
| – | – | 0.68% | 36 |
|
|
2022
Q1 | $882K | Sell |
12,079
-200
| -2% | -$14.6K | 0.56% | 40 |
|
|
2021
Q4 | $766K | Buy |
12,279
+900
| +8% | +$56.1K | 0.37% | 57 |
|
|
2021
Q3 | $673K | Buy |
11,379
+2,456
| +28% | +$145K | 0.37% | 54 |
|
|
2021
Q2 | $596K | Sell |
8,923
-858
| -9% | -$57.3K | 0.37% | 57 |
|
|
2021
Q1 | $618K | Buy |
+9,781
| New | +$618K | 0.59% | 43 |
|