Wealth Advisory Solutions’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 | $316K | Buy |
6,823
+100
| +1% | +$4.63K | 0.08% | 116 |
|
|
2025
Q1 | $410K | Buy |
6,723
+15
| +0.2% | +$915 | 0.11% | 97 |
|
|
2024
Q4 | $379K | Buy |
6,708
+284
| +4% | +$16.1K | 0.11% | 92 |
|
|
2024
Q3 | $332K | Buy |
6,424
+850
| +15% | +$44K | 0.09% | 99 |
|
|
2024
Q2 | $231K | Buy |
+5,574
| New | +$231K | 0.06% | 112 |
|
|
2021
Q3 | $206K | Buy |
+3,474
| New | +$206K | 0.05% | 175 |
|
|
2021
Q2 | – | Sell |
-12,511
| Closed | -$790K | – | 170 |
|
|
2021
Q1 | $790K | Buy |
+12,511
| New | +$790K | 0.59% | 37 |
|
|
2020
Q4 | – | Sell |
-4,761
| Closed | -$287K | – | 166 |
|
|
2020
Q3 | $287K | Sell |
4,761
-15
| -0.3% | -$904 | 0.08% | 148 |
|
|
2020
Q2 | $280K | Buy |
4,776
+376
| +9% | +$22K | 0.08% | 149 |
|
|
2020
Q1 | $245K | Sell |
4,400
-285
| -6% | -$15.9K | 0.08% | 138 |
|
|
2019
Q4 | $301K | Buy |
+4,685
| New | +$301K | 0.08% | 145 |
|