SteelPeak 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 | $4.23M | Sell |
91,354
-82,310
| -47% | -$3.81M | 0.16% | 109 |
|
|
2025
Q1 | $10.6M | Sell |
173,664
-6,425
| -4% | -$392K | 0.44% | 51 |
|
|
2024
Q4 | $10.2M | Buy |
+180,089
| New | +$10.2M | 0.41% | 51 |
|
|
2024
Q3 | – | Sell |
-99,683
| Closed | -$4.14M | – | 461 |
|
|
2024
Q2 | $4.14M | Buy |
99,683
+96,572
| +3,104% | +$4.01M | 0.19% | 92 |
|
|
2024
Q1 | $169K | Buy |
+3,111
| New | +$169K | 0.01% | 409 |
|
|
2023
Q3 | – | Sell |
-13,900
| Closed | -$889K | – | 399 |
|
|
2023
Q2 | $889K | Buy |
13,900
+1,525
| +12% | +$97.5K | 0.05% | 188 |
|
|
2023
Q1 | $858K | Buy |
12,375
+2,748
| +29% | +$190K | 0.06% | 174 |
|
|
2022
Q4 | $693K | Buy |
9,627
+290
| +3% | +$20.9K | 0.05% | 204 |
|
|
2022
Q3 | $664K | Sell |
9,337
-2,576
| -22% | -$183K | 0.05% | 203 |
|
|
2022
Q2 | $924K | Buy |
11,913
+3,947
| +50% | +$306K | 0.07% | 178 |
|
|
2022
Q1 | $582K | Buy |
+7,966
| New | +$582K | 0.03% | 253 |
|
|
2021
Q2 | – | Sell |
-12,906
| Closed | -$815K | – | 405 |
|
|
2021
Q1 | $815K | Buy |
+12,906
| New | +$815K | 0.06% | 173 |
|
|
2020
Q3 | – | Sell |
-8,246
| Closed | -$485K | – | 264 |
|
|
2020
Q2 | $485K | Buy |
8,246
+1,074
| +15% | +$63.2K | 0.06% | 164 |
|
|
2020
Q1 | $400K | Sell |
7,172
-28,304
| -80% | -$1.58M | 0.06% | 157 |
|
|
2019
Q4 | $2.28M | Buy |
+35,476
| New | +$2.28M | 0.31% | 70 |
|