Royal Capital Wealth Management’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 |
-3,492
| Closed | -$213K | – | 87 |
|
|
2025
Q1 | $213K | Buy |
+3,492
| New | +$213K | 0.15% | 81 |
|
|
2023
Q4 | – | Sell |
-5,147
| Closed | -$299K | – | 94 |
|
|
2023
Q3 | $299K | Buy |
5,147
+4
| +0.1% | +$232 | 0.29% | 64 |
|
|
2023
Q2 | $329K | Sell |
5,143
-180
| -3% | -$11.5K | 0.31% | 63 |
|
|
2023
Q1 | $369K | Buy |
5,323
+188
| +4% | +$13K | 0.37% | 57 |
|
|
2022
Q4 | $369K | Buy |
5,135
+3
| +0.1% | +$216 | 0.39% | 55 |
|
|
2022
Q3 | $365K | Buy |
5,132
+143
| +3% | +$10.2K | 0.43% | 54 |
|
|
2022
Q2 | $384K | Buy |
4,989
+3
| +0.1% | +$231 | 0.42% | 56 |
|
|
2022
Q1 | $364K | Buy |
4,986
+4
| +0.1% | +$292 | 0.36% | 67 |
|
|
2021
Q4 | $311K | Buy |
+4,982
| New | +$311K | 0.3% | 76 |
|