Wedmont Private Capital’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 | $688K | Buy |
14,436
+3,074
| +27% | +$147K | 0.03% | 352 |
|
|
2025
Q1 | $576K | Buy |
11,362
+875
| +8% | +$44.4K | 0.03% | 342 |
|
|
2024
Q4 | $586K | Buy |
10,487
+2,392
| +30% | +$134K | 0.03% | 327 |
|
|
2024
Q3 | $433K | Buy |
8,095
+999
| +14% | +$53.4K | 0.02% | 405 |
|
|
2024
Q2 | $287K | Sell |
7,096
-1,857
| -21% | -$75.1K | 0.02% | 508 |
|
|
2024
Q1 | $462K | Sell |
8,953
-716
| -7% | -$36.9K | 0.03% | 337 |
|
|
2023
Q4 | $501K | Sell |
9,669
-4,553
| -32% | -$236K | 0.04% | 308 |
|
|
2023
Q3 | $805K | Buy |
14,222
+169
| +1% | +$9.57K | 0.08% | 159 |
|
|
2023
Q2 | $870K | Sell |
14,053
-1,023
| -7% | -$63.4K | 0.09% | 147 |
|
|
2023
Q1 | $1.06M | Buy |
15,076
+545
| +4% | +$38.3K | 0.14% | 102 |
|
|
2022
Q4 | $1.06M | Buy |
14,531
+2,712
| +23% | +$198K | 0.16% | 95 |
|
|
2022
Q3 | $840K | Buy |
11,819
+96
| +0.8% | +$6.82K | 0.17% | 98 |
|
|
2022
Q2 | $903K | Buy |
11,723
+2,110
| +22% | +$163K | 0.19% | 76 |
|
|
2022
Q1 | $709K | Buy |
9,613
+3,076
| +47% | +$227K | 0.16% | 109 |
|
|
2021
Q4 | $422K | Buy |
+6,537
| New | +$422K | 0.13% | 127 |
|