Signature Wealth Management Group’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
$3.5M Buy
75,650
+488
+0.6% +$22.6K 1.38% 30
2025
Q1
$4.58M Buy
75,162
+1,179
+2% +$71.9K 1.79% 15
2024
Q4
$4.18M Buy
73,983
+1,547
+2% +$87.5K 1.68% 19
2024
Q3
$3.75M Buy
72,436
+1,733
+2% +$89.7K 1.5% 28
2024
Q2
$2.94M Buy
+70,703
New +$2.94M 1.29% 33
2018
Q4
Sell
-600
Closed -$30K 98
2018
Q3
$30K Sell
600
-11
-2% -$550 0.02% 128
2018
Q2
$34K Hold
611
0.03% 120
2018
Q1
$39K Buy
611
+11
+2% +$702 0.03% 111
2017
Q4
$37K Buy
+600
New +$37K 0.03% 115