Round Rock 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 |
-3,618
| Closed | -$221K | – | 220 |
|
|
2025
Q1 | $221K | Buy |
3,618
+57
| +2% | +$3.48K | 0.04% | 196 |
|
|
2024
Q4 | $201K | Buy |
+3,561
| New | +$201K | 0.04% | 207 |
|
|
2023
Q1 | – | Sell |
-5,713
| Closed | -$411K | – | 146 |
|
|
2022
Q4 | $411K | Buy |
5,713
+969
| +20% | +$69.7K | 0.17% | 94 |
|
|
2022
Q3 | $333K | Hold |
4,744
| – | – | 0.15% | 98 |
|
|
2022
Q2 | $365K | Buy |
+4,744
| New | +$365K | 0.16% | 92 |
|