Sharp Financial Services’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
Q1
Sell
-4,650
Closed -$263K 91
2024
Q4
$263K Sell
4,650
-1,100
-19% -$62.2K 0.2% 77
2024
Q3
$298K Sell
5,750
-4,700
-45% -$243K 0.23% 70
2024
Q2
$434K Buy
10,450
+2,250
+27% +$93.4K 0.37% 47
2024
Q1
$445K Buy
8,200
+3,650
+80% +$198K 0.41% 49
2023
Q4
$233K Buy
+4,550
New +$233K 0.25% 76