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 |
|