Thrive 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 | $248K | Sell |
5,347
-528
| -9% | -$24.4K | 0.04% | 204 |
|
|
2025
Q1 | $358K | Buy |
5,875
+232
| +4% | +$14.1K | 0.07% | 143 |
|
|
2024
Q4 | $319K | Buy |
5,643
+1,243
| +28% | +$70.3K | 0.06% | 148 |
|
|
2024
Q3 | $228K | Buy |
+4,400
| New | +$228K | 0.04% | 201 |
|
|
2024
Q2 | – | Sell |
-4,396
| Closed | -$238K | – | 218 |
|
|
2024
Q1 | $238K | Sell |
4,396
-558
| -11% | -$30.3K | 0.05% | 186 |
|
|
2023
Q4 | $254K | Sell |
4,954
-686
| -12% | -$35.2K | 0.06% | 160 |
|
|
2023
Q3 | $327K | Buy |
5,640
+764
| +16% | +$44.3K | 0.09% | 119 |
|
|
2023
Q2 | $312K | Sell |
4,876
-515
| -10% | -$32.9K | 0.08% | 131 |
|
|
2023
Q1 | $374K | Sell |
5,391
-496
| -8% | -$34.4K | 0.1% | 118 |
|
|
2022
Q4 | $424K | Buy |
5,887
+609
| +12% | +$43.8K | 0.12% | 101 |
|
|
2022
Q3 | $375K | Sell |
5,278
-36
| -0.7% | -$2.56K | 0.13% | 99 |
|
|
2022
Q2 | $409K | Buy |
5,314
+1,133
| +27% | +$87.2K | 0.14% | 90 |
|
|
2022
Q1 | $305K | Buy |
4,181
+628
| +18% | +$45.8K | 0.09% | 124 |
|
|
2021
Q4 | $222K | Buy |
+3,553
| New | +$222K | 0.08% | 133 |
|