WFA of San Diego’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 | $49.2K | Buy |
+1,063
| New | +$49.2K | 0.04% | 202 |
|
|
2024
Q3 | $55K | Hold |
1,063
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $44.1K | Buy |
+1,063
| New | +$44.1K | 0.04% | 190 |
|
|
2023
Q3 | $61.7K | Sell |
1,063
-125
| -11% | -$7.26K | 0.06% | 151 |
|
|
2023
Q2 | $76K | Buy |
+1,188
| New | +$76K | 0.07% | 136 |
|
|
2023
Q1 | – | Sell |
-2,195
| Closed | -$158K | – | 104 |
|
|
2022
Q4 | $158K | Buy |
+2,195
| New | +$158K | 0.12% | 100 |
|
|
2022
Q3 | – | Sell |
-2,705
| Closed | -$208K | – | 119 |
|
|
2022
Q2 | $208K | Sell |
2,705
-615
| -19% | -$47.3K | 0.18% | 80 |
|
|
2022
Q1 | $242K | Sell |
3,320
-230
| -6% | -$16.8K | 0.18% | 82 |
|
|
2021
Q4 | $221K | Buy |
3,550
+110
| +3% | +$6.85K | 0.13% | 108 |
|
|
2021
Q3 | $204K | Buy |
3,440
+362
| +12% | +$21.5K | 0.14% | 99 |
|
|
2021
Q2 | $206K | Buy |
+3,078
| New | +$206K | 0.16% | 84 |
|
|
2020
Q3 | – | Sell |
-9,470
| Closed | -$631K | – | 92 |
|
|
2020
Q2 | $631K | Buy |
+9,470
| New | +$631K | 0.15% | 136 |
|