Worth Asset 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
Q1 | – | Sell |
-10,309
| Closed | -$583K | – | 140 |
|
|
2024
Q4 | $583K | Sell |
10,309
-30,202
| -75% | -$1.71M | 0.31% | 66 |
|
|
2024
Q3 | $2.1M | Buy |
+40,511
| New | +$2.1M | 1.14% | 20 |
|
|
2023
Q3 | – | Sell |
-429
| Closed | -$27.4K | – | 127 |
|
|
2023
Q2 | $27.4K | Hold |
429
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $29.7K | Hold |
429
| – | – | 0.02% | 224 |
|
|
2022
Q4 | $30.9K | Sell |
429
-75
| -15% | -$5.4K | 0.02% | 224 |
|
|
2022
Q3 | $35K | Sell |
504
-17,197
| -97% | -$1.19M | 0.03% | 177 |
|
|
2022
Q2 | $1.36M | Sell |
17,701
-5,345
| -23% | -$411K | 0.93% | 21 |
|
|
2022
Q1 | $1.76M | Buy |
+23,046
| New | +$1.76M | 1.15% | 21 |
|