WealthTrust Asset 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 | $702K | Buy |
15,176
+527
| +4% | +$24.4K | 0.53% | 48 |
|
|
2025
Q1 | $893K | Buy |
+14,649
| New | +$893K | 0.66% | 33 |
|
|
2023
Q3 | – | Sell |
-13,239
| Closed | -$847K | – | 76 |
|
|
2023
Q2 | $847K | Sell |
13,239
-3,632
| -22% | -$232K | 0.77% | 37 |
|
|
2023
Q1 | $1.17M | Sell |
16,871
-653
| -4% | -$45.3K | 1.11% | 21 |
|
|
2022
Q4 | $1.26M | Sell |
17,524
-2,089
| -11% | -$150K | 1.22% | 21 |
|
|
2022
Q3 | $1.39M | Sell |
19,613
-14,113
| -42% | -$1M | 1.47% | 23 |
|
|
2022
Q2 | $2.6M | Sell |
33,726
-3,771
| -10% | -$290K | 2.45% | 12 |
|
|
2022
Q1 | $2.74M | Sell |
37,497
-726
| -2% | -$53K | 1.95% | 13 |
|
|
2021
Q4 | $2.38M | Buy |
38,223
+1,156
| +3% | +$72.1K | 1.59% | 25 |
|
|
2021
Q3 | $2.19M | Buy |
37,067
+163
| +0.4% | +$9.64K | 1.95% | 23 |
|
|
2021
Q2 | $2.47M | Buy |
+36,904
| New | +$2.47M | 2.14% | 20 |
|