WBI Investments’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 | $906K | Buy |
+19,566
| New | +$906K | 0.24% | 129 |
|
|
2024
Q4 | – | Sell |
-42,886
| Closed | -$2.22M | – | 212 |
|
|
2024
Q3 | $2.22M | Sell |
42,886
-18,958
| -31% | -$981K | 0.53% | 49 |
|
|
2024
Q2 | $2.57M | Buy |
61,844
+9,801
| +19% | +$407K | 0.62% | 48 |
|
|
2024
Q1 | $2.82M | Buy |
+52,043
| New | +$2.82M | 0.59% | 38 |
|
|
2022
Q3 | – | Sell |
-61,601
| Closed | -$4.74M | – | 117 |
|
|
2022
Q2 | $4.74M | Sell |
61,601
-6,589
| -10% | -$507K | 1.02% | 26 |
|
|
2022
Q1 | $4.87M | Buy |
+68,190
| New | +$4.87M | 0.79% | 37 |
|
|
2020
Q1 | – | Sell |
-160,188
| Closed | -$10.3M | – | 104 |
|
|
2019
Q4 | $10.3M | Buy |
160,188
+37,916
| +31% | +$2.43M | 1.1% | 16 |
|
|
2019
Q3 | $6.2M | Buy |
+122,272
| New | +$6.2M | 0.59% | 41 |
|
|
2015
Q3 | – | Sell |
-107,929
| Closed | -$7.18M | – | 161 |
|
|
2015
Q2 | $7.18M | Buy |
+107,929
| New | +$7.18M | 0.18% | 103 |
|