Tradewinds LLC’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 |
-5,042
| Closed | -$308K | – | 99 |
|
2025
Q1 | $308K | Hold |
5,042
| – | – | 0.09% | 154 |
|
2024
Q4 | $283K | Buy |
+5,042
| New | +$283K | 0.08% | 164 |
|
2024
Q3 | – | Sell |
-4,948
| Closed | -$205K | – | 166 |
|
2024
Q2 | $205K | Buy |
+4,948
| New | +$205K | 0.06% | 200 |
|
2023
Q3 | $233K | Sell |
4,008
-2
| -0% | -$116 | 0.14% | 108 |
|
2023
Q2 | $256K | Buy |
4,010
+751
| +23% | +$48K | 0.15% | 89 |
|
2023
Q1 | $226K | Buy |
+3,259
| New | +$226K | 0.14% | 109 |
|
2022
Q4 | – | Sell |
-2,943
| Closed | -$209K | – | 132 |
|
2022
Q3 | $209K | Buy |
2,943
+39
| +1% | +$2.77K | 0.15% | 104 |
|
2022
Q2 | $224K | Buy |
+2,904
| New | +$224K | 0.15% | 105 |
|