WT Wealth 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 | $281K | Hold |
6,080
| – | – | 0.08% | 116 |
|
|
2025
Q1 | $371K | Hold |
6,080
| – | – | 0.12% | 98 |
|
|
2024
Q4 | $344K | Hold |
6,080
| – | – | 0.11% | 103 |
|
|
2024
Q3 | $324K | Hold |
6,080
| – | – | 0.1% | 101 |
|
|
2024
Q2 | $253K | Hold |
6,080
| – | – | 0.09% | 101 |
|
|
2024
Q1 | $330K | Hold |
6,080
| – | – | 0.12% | 90 |
|
|
2023
Q4 | $312K | Buy |
6,080
+650
| +12% | +$33.4K | 0.12% | 90 |
|
|
2023
Q3 | $315K | Hold |
5,430
| – | – | 0.14% | 89 |
|
|
2023
Q2 | $347K | Hold |
5,430
| – | – | 0.14% | 91 |
|
|
2023
Q1 | $376K | Buy |
+5,430
| New | +$376K | 0.16% | 92 |
|
|
2020
Q1 | – | Sell |
-5,630
| Closed | -$361K | – | 67 |
|
|
2019
Q4 | $361K | Hold |
5,630
| – | – | 0.27% | 66 |
|
|
2019
Q3 | $285K | Buy |
+5,630
| New | +$285K | 0.25% | 68 |
|