Vaughan & Co Securities’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 | $541K | Sell |
11,684
-22
| -0.2% | -$1.02K | 0.31% | 40 |
|
|
2025
Q1 | $714K | Sell |
11,706
-4,325
| -27% | -$264K | 0.44% | 30 |
|
|
2024
Q4 | $907K | Sell |
16,031
-591
| -4% | -$33.4K | 0.55% | 20 |
|
|
2024
Q3 | $860K | Hold |
16,622
| – | – | 0.51% | 23 |
|
|
2024
Q2 | $690K | Buy |
+16,622
| New | +$690K | 0.44% | 26 |
|
|
2020
Q2 | – | Sell |
-720
| Closed | -$40.1K | – | 57 |
|
|
2020
Q1 | $40.1K | Hold |
720
| – | – | 0.05% | 91 |
|
|
2019
Q4 | $46.2K | Buy |
+720
| New | +$46.2K | 0.04% | 92 |
|