Wealth Effects’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 | $817K | Sell |
17,651
-125
| -0.7% | -$5.79K | 0.31% | 66 |
|
|
2025
Q1 | $1.08M | Buy |
17,776
+2,924
| +20% | +$178K | 0.46% | 50 |
|
|
2024
Q4 | $840K | Sell |
14,852
-225
| -1% | -$12.7K | 0.3% | 65 |
|
|
2024
Q3 | $780K | Buy |
15,077
+4,150
| +38% | +$215K | 0.27% | 75 |
|
|
2024
Q2 | $454K | Sell |
10,927
-259
| -2% | -$10.8K | 0.16% | 112 |
|
|
2024
Q1 | $607K | Sell |
11,186
-15,990
| -59% | -$867K | 0.22% | 91 |
|
|
2023
Q4 | $1.39M | Buy |
27,176
+15,371
| +130% | +$789K | 0.52% | 44 |
|
|
2023
Q3 | $685K | Sell |
11,805
-1,248
| -10% | -$72.4K | 0.34% | 71 |
|
|
2023
Q2 | $835K | Sell |
13,053
-109
| -0.8% | -$6.97K | 0.37% | 58 |
|
|
2023
Q1 | $912K | Sell |
13,162
-164
| -1% | -$11.4K | 0.47% | 50 |
|
|
2022
Q4 | $959K | Sell |
13,326
-1,699
| -11% | -$122K | 0.55% | 43 |
|
|
2022
Q3 | $1.07M | Buy |
15,025
+1
| +0% | +$71 | 0.65% | 36 |
|
|
2022
Q2 | $1.16M | Hold |
15,024
| – | – | 0.7% | 37 |
|
|
2022
Q1 | $1.1M | Sell |
15,024
-564
| -4% | -$41.2K | 0.51% | 48 |
|
|
2021
Q4 | $972K | Buy |
+15,588
| New | +$972K | 0.4% | 54 |
|