Valued Wealth 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 | $12.4K | Sell |
267
-1,034
| -79% | -$47.9K | 0.01% | 193 |
|
|
2025
Q1 | $79.4K | Buy |
1,301
+440
| +51% | +$26.8K | 0.05% | 69 |
|
|
2024
Q4 | $48.7K | Buy |
861
+265
| +44% | +$15K | 0.03% | 92 |
|
|
2024
Q3 | $30.8K | Buy |
596
+549
| +1,168% | +$28.4K | 0.02% | 108 |
|
|
2024
Q2 | $1.95K | Sell |
47
-3
| -6% | -$125 | ﹤0.01% | 367 |
|
|
2024
Q1 | $2.71K | Sell |
50
-54
| -52% | -$2.93K | ﹤0.01% | 320 |
|
|
2023
Q4 | $6.04K | Buy |
+104
| New | +$6.04K | 0.01% | 177 |
|