Wealth Dimensions 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 | $437K | Sell |
9,432
-100
| -1% | -$4.63K | 0.1% | 109 |
|
|
2025
Q1 | $581K | Buy |
9,532
+400
| +4% | +$24.4K | 0.14% | 88 |
|
|
2024
Q4 | $517K | Buy |
9,132
+42
| +0.5% | +$2.38K | 0.13% | 87 |
|
|
2024
Q3 | $470K | Sell |
9,090
-289
| -3% | -$15K | 0.12% | 89 |
|
|
2024
Q2 | $390K | Sell |
9,379
-801
| -8% | -$33.3K | 0.11% | 97 |
|
|
2024
Q1 | $552K | Hold |
10,180
| – | – | 0.16% | 77 |
|
|
2023
Q4 | $522K | Sell |
10,180
-2,251
| -18% | -$116K | 0.17% | 72 |
|
|
2023
Q3 | $722K | Buy |
12,431
+7
| +0.1% | +$406 | 0.26% | 51 |
|
|
2023
Q2 | $794K | Sell |
12,424
-412
| -3% | -$26.3K | 0.29% | 49 |
|
|
2023
Q1 | $890K | Sell |
12,836
-902
| -7% | -$62.5K | 0.34% | 43 |
|
|
2022
Q4 | $988K | Buy |
13,738
+1,372
| +11% | +$98.7K | 0.4% | 40 |
|
|
2022
Q3 | $879K | Sell |
12,366
-132
| -1% | -$9.38K | 0.43% | 36 |
|
|
2022
Q2 | $962K | Sell |
12,498
-42
| -0.3% | -$3.23K | 0.46% | 34 |
|
|
2022
Q1 | $916K | Buy |
12,540
+60
| +0.5% | +$4.38K | 0.42% | 40 |
|
|
2021
Q4 | $778K | Sell |
12,480
-223
| -2% | -$13.9K | 0.38% | 46 |
|
|
2021
Q3 | $752K | Buy |
12,703
+571
| +5% | +$33.8K | 0.48% | 43 |
|
|
2021
Q2 | $811K | Buy |
12,132
+201
| +2% | +$13.4K | 0.55% | 34 |
|
|
2021
Q1 | $753K | Buy |
11,931
+607
| +5% | +$38.3K | 0.58% | 35 |
|
|
2020
Q4 | $702K | Buy |
+11,324
| New | +$702K | 0.61% | 28 |
|