Trifecta Capital Advisors’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 | $24.9K | Buy |
+538
| New | +$24.9K | ﹤0.01% | 205 |
|
|
2024
Q3 | – | Sell |
-59
| Closed | -$2.45K | – | 413 |
|
|
2024
Q2 | $2.45K | Hold |
59
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $3.2K | Sell |
59
-35
| -37% | -$1.9K | ﹤0.01% | 260 |
|
|
2023
Q4 | $4.82K | Sell |
94
-34,751
| -100% | -$1.78M | ﹤0.01% | 252 |
|
|
2023
Q3 | $2.02M | Sell |
34,845
-2,277
| -6% | -$132K | 0.65% | 44 |
|
|
2023
Q2 | $2.37M | Buy |
37,122
+3,350
| +10% | +$214K | 0.76% | 40 |
|
|
2023
Q1 | $2.34M | Buy |
33,772
+670
| +2% | +$46.4K | 0.82% | 40 |
|
|
2022
Q4 | $2.38M | Buy |
+33,102
| New | +$2.38M | 0.95% | 34 |
|