Synergy Asset 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 |
-6,510
| Closed | -$397K | – | 189 |
|
|
2025
Q1 | $397K | Buy |
6,510
+2,175
| +50% | +$133K | 0.05% | 126 |
|
|
2024
Q4 | $246K | Buy |
+4,335
| New | +$246K | 0.02% | 182 |
|
|
2024
Q2 | – | Sell |
-52,578
| Closed | -$2.85M | – | 144 |
|
|
2024
Q1 | $2.85M | Sell |
52,578
-1,669
| -3% | -$90.5K | 0.48% | 58 |
|
|
2023
Q4 | $2.78M | Sell |
54,247
-2,919
| -5% | -$150K | 0.5% | 62 |
|
|
2023
Q3 | $3.32M | Buy |
57,166
+2,379
| +4% | +$138K | 0.66% | 46 |
|
|
2023
Q2 | $3.5M | Buy |
+54,787
| New | +$3.5M | 0.87% | 44 |
|