Whipplewood 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
$69K Sell
1,491
-58
-4% -$2.69K 0.04% 278
2025
Q1
$92.3K Buy
1,549
+106
+7% +$6.32K 0.05% 230
2024
Q4
$81.6K Buy
+1,443
New +$81.6K 0.05% 249