TriaGen 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 | – | Sell |
-3,499
| Closed | -$213K | – | 176 |
|
|
2025
Q1 | $213K | Sell |
3,499
-152
| -4% | -$9.27K | 0.08% | 155 |
|
|
2024
Q4 | $207K | Buy |
+3,651
| New | +$207K | 0.07% | 161 |
|
|
2023
Q4 | – | Sell |
-3,820
| Closed | -$222K | – | 163 |
|
|
2023
Q3 | $222K | Sell |
3,820
-5
| -0.1% | -$290 | 0.11% | 139 |
|
|
2023
Q2 | $245K | Hold |
3,825
| – | – | 0.11% | 149 |
|
|
2023
Q1 | $265K | Hold |
3,825
| – | – | 0.13% | 134 |
|
|
2022
Q4 | $275K | Hold |
3,825
| – | – | 0.15% | 136 |
|
|
2022
Q3 | $272K | Sell |
3,825
-23,393
| -86% | -$1.66M | 0.15% | 132 |
|
|
2022
Q2 | $2.1M | Sell |
27,218
-302
| -1% | -$23.3K | 1.49% | 17 |
|
|
2022
Q1 | $2.01M | Buy |
27,520
+23,545
| +592% | +$1.72M | 1.04% | 27 |
|
|
2021
Q4 | $248K | Buy |
+3,975
| New | +$248K | 0.12% | 159 |
|
|
2021
Q3 | – | Sell |
-4,641
| Closed | -$315K | – | 180 |
|
|
2021
Q2 | $315K | Sell |
4,641
-3,491
| -43% | -$237K | 0.16% | 144 |
|
|
2021
Q1 | $513K | Hold |
8,132
| – | – | 0.29% | 93 |
|
|
2020
Q4 | $504K | Buy |
+8,132
| New | +$504K | 0.3% | 94 |
|