WESPAC Advisors’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 | $530K | Sell |
11,446
-4,116
| -26% | -$191K | 0.37% | 106 |
|
|
2025
Q1 | $949K | Buy |
+15,562
| New | +$949K | 0.77% | 40 |
|
|
2020
Q3 | – | Sell |
-26,391
| Closed | -$1.55M | – | 90 |
|
|
2020
Q2 | $1.55M | Sell |
26,391
-1,485
| -5% | -$87.3K | 1.76% | 16 |
|
|
2020
Q1 | $1.55M | Sell |
27,876
-2,535
| -8% | -$141K | 3.73% | 10 |
|
|
2019
Q4 | $1.95M | Buy |
+30,411
| New | +$1.95M | 1.91% | 19 |
|
|
2015
Q3 | – | Sell |
-14,324
| Closed | -$953K | – | 71 |
|
|
2015
Q2 | $953K | Buy |
+14,324
| New | +$953K | 0.72% | 55 |
|
|
2014
Q1 | – | Sell |
-17,271
| Closed | -$918K | – | 136 |
|
|
2013
Q4 | $918K | Buy |
17,271
+8,727
| +102% | +$464K | 0.76% | 52 |
|
|
2013
Q3 | $395K | Buy |
8,544
+3,274
| +62% | +$151K | 0.46% | 81 |
|
|
2013
Q2 | $236K | Buy |
+5,270
| New | +$236K | 0.36% | 82 |
|