True Wealth Design’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 | $6.37K | Sell |
138
-1,297
| -90% | -$59.8K | ﹤0.01% | 721 |
|
|
2025
Q1 | $87.5K | Buy |
1,435
+117
| +9% | +$7.13K | 0.03% | 107 |
|
|
2024
Q4 | $74.5K | Buy |
1,318
+58
| +5% | +$3.28K | 0.03% | 100 |
|
|
2024
Q3 | $65.2K | Buy |
1,260
+942
| +296% | +$48.7K | 0.03% | 98 |
|
|
2024
Q2 | $13.2K | Hold |
318
| – | – | ﹤0.01% | 232 |
|
|
2024
Q1 | $17.2K | Buy |
318
+23
| +8% | +$1.25K | ﹤0.01% | 220 |
|
|
2023
Q4 | $15.1K | Buy |
295
+262
| +794% | +$13.4K | ﹤0.01% | 218 |
|
|
2023
Q3 | $1.92K | Hold |
33
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $2.11K | Sell |
33
-224
| -87% | -$14.3K | ﹤0.01% | 273 |
|
|
2023
Q1 | $17.8K | Sell |
257
-102
| -28% | -$7.07K | 0.01% | 206 |
|
|
2022
Q4 | $25.8K | Buy |
+359
| New | +$25.8K | 0.01% | 176 |
|