SkyOak 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 | – | Sell |
-4,171
| Closed | -$254K | – | 250 |
|
|
2025
Q1 | $254K | Hold |
4,171
| – | – | 0.06% | 190 |
|
|
2024
Q4 | $236K | Buy |
+4,171
| New | +$236K | 0.05% | 216 |
|
|
2023
Q4 | – | Sell |
-4,021
| Closed | -$233K | – | 246 |
|
|
2023
Q3 | $233K | Sell |
4,021
-65
| -2% | -$3.77K | 0.07% | 202 |
|
|
2023
Q2 | $261K | Sell |
4,086
-1,500
| -27% | -$95.9K | 0.07% | 189 |
|
|
2023
Q1 | $387K | Buy |
5,586
+1,700
| +44% | +$118K | 0.12% | 136 |
|
|
2022
Q4 | $280K | Sell |
3,886
-45
| -1% | -$3.24K | 0.09% | 167 |
|
|
2022
Q3 | $279K | Hold |
3,931
| – | – | 0.1% | 163 |
|
|
2022
Q2 | $303K | Sell |
3,931
-266
| -6% | -$20.5K | 0.1% | 158 |
|
|
2022
Q1 | $306K | Buy |
4,197
+3
| +0.1% | +$219 | 0.09% | 176 |
|
|
2021
Q4 | $261K | Buy |
4,194
+3
| +0.1% | +$187 | 0.07% | 191 |
|
|
2021
Q3 | $248K | Buy |
4,191
+3
| +0.1% | +$178 | 0.07% | 201 |
|
|
2021
Q2 | $280K | Buy |
4,188
+3
| +0.1% | +$201 | 0.07% | 182 |
|
|
2021
Q1 | $276K | Buy |
4,185
+2
| +0% | +$132 | 0.08% | 177 |
|
|
2020
Q4 | $259K | Buy |
4,183
+48
| +1% | +$2.97K | 0.08% | 178 |
|
|
2020
Q3 | $249K | Sell |
4,135
-565
| -12% | -$34K | 0.09% | 166 |
|
|
2020
Q2 | $276K | Buy |
4,700
+45
| +1% | +$2.64K | 0.1% | 199 |
|
|
2020
Q1 | $259K | Sell |
4,655
-638
| -12% | -$35.5K | 0.13% | 173 |
|
|
2019
Q4 | $340K | Buy |
+5,293
| New | +$340K | 0.11% | 214 |
|