Spartan Planning & Wealth 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
Q2 | – | Sell |
-3,810
| Closed | -$232K | – | 79 |
|
|
2025
Q1 | $232K | Sell |
3,810
-199
| -5% | -$12.1K | 0.23% | 62 |
|
|
2024
Q4 | $227K | Buy |
+4,009
| New | +$227K | 0.21% | 66 |
|
|
2023
Q4 | $154 | Hold |
3
| – | – | ﹤0.01% | 187 |
|
|
2023
Q3 | $174 | Buy |
+3
| New | +$174 | ﹤0.01% | 153 |
|
|
2022
Q4 | $45.2K | Sell |
628
-377
| -38% | -$27.1K | 0.06% | 102 |
|
|
2022
Q3 | $71K | Sell |
1,005
-653
| -39% | -$46.1K | 0.09% | 42 |
|
|
2022
Q2 | $128K | Buy |
1,658
+622
| +60% | +$48K | 0.17% | 42 |
|
|
2022
Q1 | $76K | Buy |
+1,036
| New | +$76K | 0.1% | 76 |
|