WealthPlan Investment Management’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 | $509K | Buy |
11,002
+4,167
| +61% | +$193K | 0.04% | 237 |
|
|
2025
Q1 | $417K | Buy |
6,835
+300
| +5% | +$18.3K | 0.04% | 188 |
|
|
2024
Q4 | $370K | Buy |
6,535
+115
| +2% | +$6.5K | 0.04% | 201 |
|
|
2024
Q3 | $332K | Hold |
6,420
| – | – | 0.03% | 191 |
|
|
2024
Q2 | $267K | Sell |
6,420
-300
| -4% | -$12.5K | 0.04% | 162 |
|
|
2024
Q1 | $364K | Sell |
6,720
-100
| -1% | -$5.42K | 0.06% | 140 |
|
|
2023
Q4 | $350K | Buy |
6,820
+100
| +1% | +$5.13K | 0.06% | 143 |
|
|
2023
Q3 | $390K | Buy |
6,720
+700
| +12% | +$40.6K | 0.07% | 130 |
|
|
2023
Q2 | $385K | Sell |
6,020
-818
| -12% | -$52.3K | 0.11% | 105 |
|
|
2023
Q1 | $474K | Sell |
6,838
-3,404
| -33% | -$236K | 0.08% | 118 |
|
|
2022
Q4 | $749K | Buy |
10,242
+1,165
| +13% | +$85.2K | 0.05% | 205 |
|
|
2022
Q3 | $726K | Buy |
+9,077
| New | +$726K | 0.05% | 193 |
|
|
2022
Q1 | $760K | Buy |
+10,097
| New | +$760K | 0.05% | 199 |
|