Tilson Financial Group’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 | $286K | Buy |
6,186
+62
| +1% | +$2.87K | 0.11% | 61 |
|
|
2025
Q1 | $374K | Buy |
6,124
+4
| +0.1% | +$244 | 0.15% | 57 |
|
|
2024
Q4 | $346K | Buy |
6,120
+40
| +0.7% | +$2.26K | 0.14% | 58 |
|
|
2024
Q3 | $315K | Buy |
+6,080
| New | +$315K | 0.14% | 58 |
|
|
2024
Q2 | – | Sell |
-6,344
| Closed | -$344K | – | 40 |
|
|
2024
Q1 | $344K | Buy |
6,344
+86
| +1% | +$4.66K | 0.18% | 54 |
|
|
2023
Q4 | $321K | Buy |
6,258
+221
| +4% | +$11.3K | 0.21% | 52 |
|
|
2023
Q3 | $350K | Buy |
+6,037
| New | +$350K | 0.28% | 50 |
|