Simplicity Wealth’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 | $459K | Buy |
9,908
+5,556
| +128% | +$257K | 0.02% | 477 |
|
|
2025
Q1 | $265K | Buy |
+4,352
| New | +$265K | 0.02% | 446 |
|
|
2024
Q3 | – | Sell |
-37,880
| Closed | -$1.57M | – | 567 |
|
|
2024
Q2 | $1.57M | Sell |
37,880
-25,311
| -40% | -$1.05M | 0.04% | 402 |
|
|
2024
Q1 | $3.43M | Buy |
+63,191
| New | +$3.43M | 0.08% | 242 |
|