Wallace Advisory 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 | $496K | Buy |
8,128
+97
| +1% | +$5.92K | 0.36% | 80 |
|
|
2025
Q1 | $454K | Buy |
8,031
+68
| +0.9% | +$3.85K | 0.31% | 94 |
|
|
2024
Q4 | $412K | Buy |
7,963
+1,519
| +24% | +$78.6K | 0.28% | 94 |
|
|
2024
Q3 | $268K | Sell |
6,444
-202
| -3% | -$8.39K | 0.2% | 140 |
|
|
2024
Q2 | $276K | Buy |
6,646
+542
| +9% | +$22.5K | 0.2% | 139 |
|
|
2024
Q1 | $313K | Buy |
6,104
+950
| +18% | +$48.7K | 0.24% | 114 |
|
|
2023
Q4 | $299K | Sell |
5,154
-514
| -9% | -$29.8K | 0.23% | 108 |
|
|
2023
Q3 | $362K | Sell |
5,668
-172
| -3% | -$11K | 0.26% | 100 |
|
|
2023
Q2 | $405K | Hold |
5,840
| – | – | 0.31% | 93 |
|
|
2023
Q1 | $405K | Buy |
5,840
+146
| +3% | +$10.1K | 0.31% | 93 |
|
|
2022
Q4 | $410K | Buy |
+5,694
| New | +$410K | 0.32% | 85 |
|