Udine 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 |
-37,328
| Closed | -$2.28M | – | 36 |
|
|
2025
Q1 | $2.28M | Buy |
37,328
+972
| +3% | +$59.3K | 1.52% | 18 |
|
|
2024
Q4 | $2.06M | Buy |
36,356
+471
| +1% | +$26.6K | 1.32% | 17 |
|
|
2024
Q3 | $1.86M | Buy |
+35,885
| New | +$1.86M | 1.31% | 22 |
|
|
2024
Q2 | – | Sell |
-33,571
| Closed | -$1.82M | – | 25 |
|
|
2024
Q1 | $1.82M | Buy |
+33,571
| New | +$1.82M | 1.26% | 21 |
|
|
2023
Q2 | – | Sell |
-18,815
| Closed | -$1.3M | – | 23 |
|
|
2023
Q1 | $1.3M | Buy |
+18,815
| New | +$1.3M | 2.01% | 16 |
|