Widmann Financial Services’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 | $410K | Hold |
8,866
| – | – | 0.29% | 70 |
|
|
2025
Q1 | $541K | Buy |
8,866
+910
| +11% | +$55.5K | 0.42% | 58 |
|
|
2024
Q4 | $450K | Buy |
7,956
+370
| +5% | +$20.9K | 0.35% | 61 |
|
|
2024
Q3 | $393K | Sell |
7,586
-75
| -1% | -$3.88K | 0.3% | 67 |
|
|
2024
Q2 | $318K | Sell |
7,661
-220
| -3% | -$9.14K | 0.26% | 69 |
|
|
2024
Q1 | $427K | Sell |
7,881
-200
| -2% | -$10.8K | 0.36% | 53 |
|
|
2023
Q4 | $415K | Sell |
8,081
-1,035
| -11% | -$53.1K | 0.37% | 52 |
|
|
2023
Q3 | $529K | Buy |
9,116
+800
| +10% | +$46.4K | 0.53% | 52 |
|
|
2023
Q2 | $532K | Hold |
8,316
| – | – | 0.51% | 51 |
|
|
2023
Q1 | $576K | Sell |
8,316
-150
| -2% | -$10.4K | 0.58% | 50 |
|
|
2022
Q4 | $609K | Sell |
8,466
-26
| -0.3% | -$1.87K | 0.64% | 48 |
|
|
2022
Q3 | $604K | Sell |
8,492
-100
| -1% | -$7.11K | 0.67% | 50 |
|
|
2022
Q2 | $661K | Sell |
8,592
-120
| -1% | -$9.23K | 0.68% | 51 |
|
|
2022
Q1 | $636K | Buy |
8,712
+76
| +0.9% | +$5.55K | 0.56% | 50 |
|
|
2021
Q4 | $538K | Buy |
+8,636
| New | +$538K | 0.44% | 51 |
|