Wolff Financial Management’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 | $465K | Buy |
10,055
+105
| +1% | +$4.86K | 0.12% | 69 |
|
|
2025
Q1 | $607K | Hold |
9,950
| – | – | 0.17% | 58 |
|
|
2024
Q4 | $563K | Hold |
9,950
| – | – | 0.16% | 62 |
|
|
2024
Q3 | $515K | Buy |
+9,950
| New | +$515K | 0.14% | 67 |
|
|
2024
Q2 | – | Sell |
-9,950
| Closed | -$540K | – | 43 |
|
|
2024
Q1 | $540K | Hold |
9,950
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $511K | Hold |
9,950
| – | – | 0.16% | 66 |
|
|
2023
Q3 | $577K | Buy |
+9,950
| New | +$577K | 0.2% | 57 |
|
|
2023
Q2 | – | Sell |
-9,950
| Closed | -$690K | – | 40 |
|
|
2023
Q1 | $690K | Hold |
9,950
| – | – | 0.24% | 53 |
|
|
2022
Q4 | $716K | Hold |
9,950
| – | – | 0.26% | 51 |
|
|
2022
Q3 | $707K | Hold |
9,950
| – | – | 0.32% | 52 |
|
|
2022
Q2 | $766K | Buy |
9,950
+2,010
| +25% | +$155K | 0.34% | 51 |
|
|
2022
Q1 | $580K | Hold |
7,940
| – | – | 0.23% | 62 |
|
|
2021
Q4 | $495K | Buy |
+7,940
| New | +$495K | 0.19% | 71 |
|
|
2021
Q1 | $501K | Sell |
7,940
-104
| -1% | -$6.56K | 0.23% | 68 |
|
|
2020
Q4 | $499K | Hold |
8,044
| – | – | 0.26% | 59 |
|
|
2020
Q3 | $485K | Hold |
8,044
| – | – | 0.29% | 55 |
|
|
2020
Q2 | $473K | Hold |
8,044
| – | – | 0.3% | 57 |
|
|
2020
Q1 | $448K | Hold |
8,044
| – | – | 0.34% | 53 |
|
|
2019
Q4 | $516K | Buy |
8,044
+104
| +1% | +$6.67K | 0.34% | 50 |
|
|
2019
Q3 | $403K | Hold |
7,940
| – | – | 0.29% | 58 |
|
|
2019
Q2 | $360K | Hold |
7,940
| – | – | 0.28% | 61 |
|
|
2019
Q1 | $379K | Hold |
7,940
| – | – | 0.31% | 63 |
|
|
2018
Q4 | $413K | Buy |
+7,940
| New | +$413K | 0.4% | 49 |
|