Venturi 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 | $255K | Sell |
5,507
-1,121
| -17% | -$51.9K | 0.01% | 465 |
|
|
2025
Q1 | $404K | Buy |
6,628
+603
| +10% | +$36.8K | 0.02% | 364 |
|
|
2024
Q4 | $341K | Buy |
6,025
+3,127
| +108% | +$177K | 0.02% | 414 |
|
|
2024
Q3 | $150K | Buy |
2,898
+1,558
| +116% | +$80.6K | 0.01% | 478 |
|
|
2024
Q2 | $55.7K | Buy |
1,340
+129
| +11% | +$5.36K | ﹤0.01% | 637 |
|
|
2024
Q1 | $65.7K | Buy |
1,211
+335
| +38% | +$18.2K | ﹤0.01% | 467 |
|
|
2023
Q4 | $44.9K | Buy |
876
+134
| +18% | +$6.88K | ﹤0.01% | 505 |
|
|
2023
Q3 | $43.1K | Sell |
742
-7
| -0.9% | -$406 | ﹤0.01% | 494 |
|
|
2023
Q2 | $47.9K | Sell |
749
-16
| -2% | -$1.02K | ﹤0.01% | 429 |
|
|
2023
Q1 | $53K | Buy |
+765
| New | +$53K | ﹤0.01% | 461 |
|
|
2020
Q3 | – | Sell |
-8,675
| Closed | -$510K | – | 282 |
|
|
2020
Q2 | $510K | Buy |
8,675
+2,280
| +36% | +$134K | 0.07% | 185 |
|
|
2020
Q1 | $356K | Buy |
+6,395
| New | +$356K | 0.06% | 153 |
|