United Advisor Group’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 | $608K | Buy |
13,141
+35
| +0.3% | +$1.62K | 0.11% | 193 |
|
|
2025
Q1 | $799K | Sell |
13,106
-7,285
| -36% | -$444K | 0.16% | 135 |
|
|
2024
Q4 | $1.15M | Sell |
20,391
-1,003
| -5% | -$56.7K | 0.23% | 108 |
|
|
2024
Q3 | $1.11M | Buy |
21,394
+11,307
| +112% | +$585K | 0.25% | 96 |
|
|
2024
Q2 | $419K | Buy |
10,087
+188
| +2% | +$7.81K | 0.13% | 156 |
|
|
2024
Q1 | $537K | Buy |
+9,899
| New | +$537K | 0.2% | 109 |
|