Waterfront Wealth’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 | $1.49M | Sell |
32,084
-734
| -2% | -$34K | 0.33% | 89 |
|
|
2025
Q1 | $2M | Buy |
32,818
+148
| +0.5% | +$9.03K | 0.49% | 57 |
|
|
2024
Q4 | $1.85M | Buy |
32,670
+812
| +3% | +$45.9K | 0.45% | 62 |
|
|
2024
Q3 | $1.67M | Buy |
31,858
+7,837
| +33% | +$412K | 0.41% | 72 |
|
|
2024
Q2 | $998K | Buy |
24,021
+3,743
| +18% | +$155K | 0.27% | 119 |
|
|
2024
Q1 | $904K | Buy |
+20,278
| New | +$904K | 0.25% | 125 |
|
|
2022
Q1 | – | Sell |
-3,850
| Closed | -$240K | – | 245 |
|
|
2021
Q4 | $240K | Sell |
3,850
-74
| -2% | -$4.61K | 0.1% | 199 |
|
|
2021
Q3 | $232K | Buy |
3,924
+100
| +3% | +$5.91K | 0.11% | 160 |
|
|
2021
Q2 | $256K | Buy |
+3,824
| New | +$256K | 0.12% | 150 |
|