Schrum Private 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 |
-3,800
| Closed | -$232K | – | 126 |
|
|
2025
Q1 | $232K | Sell |
3,800
-110
| -3% | -$6.71K | 0.2% | 111 |
|
|
2024
Q4 | $221K | Sell |
3,910
-2,390
| -38% | -$135K | 0.19% | 117 |
|
|
2024
Q3 | $326K | Buy |
+6,300
| New | +$326K | 0.17% | 121 |
|
|
2024
Q2 | – | Sell |
-4,335
| Closed | -$235K | – | 127 |
|
|
2024
Q1 | $235K | Buy |
+4,335
| New | +$235K | 0.21% | 114 |
|
|
2023
Q4 | – | Sell |
-4,578
| Closed | -$266K | – | 100 |
|
|
2023
Q3 | $266K | Hold |
4,578
| – | – | 0.3% | 86 |
|
|
2023
Q2 | $293K | Hold |
4,578
| – | – | 0.32% | 82 |
|
|
2023
Q1 | $317K | Hold |
4,578
| – | – | 0.37% | 75 |
|
|
2022
Q4 | $329K | Hold |
4,578
| – | – | 0.39% | 71 |
|
|
2022
Q3 | $325K | Hold |
4,578
| – | – | 0.41% | 72 |
|
|
2022
Q2 | $353K | Hold |
4,578
| – | – | 0.4% | 74 |
|
|
2022
Q1 | $342K | Hold |
4,578
| – | – | 0.34% | 85 |
|
|
2021
Q4 | $285K | Buy |
+4,578
| New | +$285K | 0.26% | 96 |
|