Smallwood Wealth Investment Management’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 | $408K | Buy |
6,682
+2
| +0% | +$122 | 0.26% | 49 |
|
|
2024
Q4 | $378K | Hold |
6,680
| – | – | 0.26% | 52 |
|
|
2024
Q3 | $346K | Sell |
6,680
-704
| -10% | -$36.4K | 0.25% | 55 |
|
|
2024
Q2 | $307K | Hold |
7,384
| – | – | 0.24% | 57 |
|
|
2024
Q1 | $400K | Buy |
7,384
+1,000
| +16% | +$54.2K | 0.31% | 48 |
|
|
2023
Q4 | $328K | Sell |
6,384
-800
| -11% | -$41K | 0.27% | 51 |
|
|
2023
Q3 | $417K | Hold |
7,184
| – | – | 0.38% | 40 |
|
|
2023
Q2 | $459K | Sell |
7,184
-172
| -2% | -$11K | 0.41% | 37 |
|
|
2023
Q1 | $510K | Sell |
7,356
-1,088
| -13% | -$75.4K | 0.48% | 34 |
|
|
2022
Q4 | $608K | Sell |
8,444
-395
| -4% | -$28.4K | 0.51% | 37 |
|
|
2022
Q3 | $628K | Buy |
8,839
+533
| +6% | +$37.9K | 0.56% | 34 |
|
|
2022
Q2 | $640K | Buy |
8,306
+1,143
| +16% | +$88.1K | 0.65% | 28 |
|
|
2022
Q1 | $523K | Buy |
+7,163
| New | +$523K | 0.49% | 33 |
|