WealthShield Partners’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 | $471K | Sell |
10,183
-580
| -5% | -$26.8K | 0.06% | 240 |
|
|
2025
Q1 | $656K | Buy |
10,763
+82
| +0.8% | +$5K | 0.08% | 200 |
|
|
2024
Q4 | $604K | Buy |
10,681
+53
| +0.5% | +$3K | 0.09% | 197 |
|
|
2024
Q3 | $550K | Buy |
10,628
+1,363
| +15% | +$70.5K | 0.07% | 206 |
|
|
2024
Q2 | $385K | Buy |
9,265
+92
| +1% | +$3.82K | 0.06% | 223 |
|
|
2024
Q1 | $497K | Sell |
9,173
-511
| -5% | -$27.7K | 0.08% | 194 |
|
|
2023
Q4 | $497K | Sell |
9,684
-856
| -8% | -$43.9K | 0.08% | 199 |
|
|
2023
Q3 | $612K | Buy |
10,540
+7
| +0.1% | +$406 | 0.09% | 190 |
|
|
2023
Q2 | $674K | Sell |
10,533
-199
| -2% | -$12.7K | 0.1% | 183 |
|
|
2023
Q1 | $744K | Sell |
10,732
-194
| -2% | -$13.4K | 0.12% | 177 |
|
|
2022
Q4 | $786K | Buy |
10,926
+1,056
| +11% | +$76K | 0.15% | 162 |
|
|
2022
Q3 | $702K | Sell |
9,870
-7
| -0.1% | -$498 | 0.14% | 166 |
|
|
2022
Q2 | $766K | Buy |
9,877
+33
| +0.3% | +$2.56K | 0.15% | 160 |
|
|
2022
Q1 | $724K | Sell |
9,844
-4,640
| -32% | -$341K | 0.12% | 186 |
|
|
2021
Q4 | $903K | Buy |
+14,484
| New | +$903K | 0.15% | 147 |
|
|
2021
Q3 | – | Sell |
-2,606
| Closed | -$174K | – | 294 |
|
|
2021
Q2 | $174K | Buy |
2,606
+701
| +37% | +$46.8K | 0.03% | 281 |
|
|
2021
Q1 | $120K | Sell |
1,905
-5,344
| -74% | -$337K | 0.02% | 315 |
|
|
2020
Q4 | $450K | Buy |
7,249
+2,400
| +49% | +$149K | 0.08% | 186 |
|
|
2020
Q3 | $292K | Buy |
+4,849
| New | +$292K | 0.1% | 195 |
|