World Investment 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
$2.53M Sell
54,673
-4,206
-7% -$195K 0.06% 334
2025
Q1
$3.59M Buy
58,879
+3,190
+6% +$195K 0.09% 254
2024
Q4
$3.15M Buy
55,689
+11,583
+26% +$655K 0.09% 262
2024
Q3
$2.28M Buy
44,106
+6,954
+19% +$360K 0.07% 276
2024
Q2
$1.54M Buy
37,152
+33,794
+1,006% +$1.4M 0.1% 188
2024
Q1
$220K Sell
3,358
-1,610
-32% -$106K 0.03% 364
2023
Q4
$255K Buy
+4,968
New +$255K 0.03% 332