WPWealth’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,923
Closed -$255K 91
2024
Q3
$255K Sell
4,923
-778
-14% -$40.3K 0.05% 77
2024
Q2
$237K Sell
5,701
-222
-4% -$9.22K 0.06% 65
2024
Q1
$321K Buy
5,923
+83
+1% +$4.5K 0.08% 52
2023
Q4
$300K Buy
5,840
+14
+0.2% +$718 0.09% 50
2023
Q3
$338K Sell
5,826
-26
-0.4% -$1.51K 0.13% 44
2023
Q2
$374K Buy
5,852
+1,211
+26% +$77.4K 0.16% 39
2023
Q1
$322K Buy
4,641
+34
+0.7% +$2.36K 0.15% 36
2022
Q4
$331K Buy
+4,607
New +$331K 0.17% 27