Wealth 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 | – | Sell |
-3,558
| Closed | -$217K | – | 104 |
|
|
2025
Q1 | $217K | Sell |
3,558
-2,457
| -41% | -$150K | 0.14% | 147 |
|
|
2024
Q4 | $340K | Buy |
+6,015
| New | +$340K | 0.22% | 102 |
|
|
2024
Q3 | – | Sell |
-5,560
| Closed | -$231K | – | 155 |
|
|
2024
Q2 | $231K | Sell |
5,560
-633
| -10% | -$26.3K | 0.17% | 135 |
|
|
2024
Q1 | $336K | Buy |
+6,193
| New | +$336K | 0.25% | 101 |
|