San Luis Wealth 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 | $634K | Sell |
13,688
-2,299
| -14% | -$106K | 0.14% | 88 |
|
|
2025
Q1 | $975K | Sell |
15,987
-99,229
| -86% | -$6.05M | 0.22% | 54 |
|
|
2024
Q4 | $6.52M | Sell |
115,216
-2,742
| -2% | -$155K | 1.23% | 20 |
|
|
2024
Q3 | $6.1M | Buy |
117,958
+24,883
| +27% | +$1.29M | 1.26% | 19 |
|
|
2024
Q2 | $3.83M | Buy |
+93,075
| New | +$3.83M | 0.92% | 33 |
|
|
2023
Q3 | – | Sell |
-20,031
| Closed | -$1.28M | – | 79 |
|
|
2023
Q2 | $1.28M | Buy |
20,031
+5,188
| +35% | +$332K | 0.45% | 60 |
|
|
2023
Q1 | $1.03M | Buy |
+14,843
| New | +$1.03M | 0.39% | 69 |
|
|
2022
Q2 | – | Sell |
-1,570
| Closed | -$98K | – | 110 |
|
|
2022
Q1 | $98K | Buy |
+1,570
| New | +$98K | 0.05% | 196 |
|