Aaron Wealth 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 | $4.13M | Sell |
89,229
-1,706
| -2% | -$79K | 0.42% | 35 |
|
|
2025
Q1 | $5.55M | Buy |
90,935
+535
| +0.6% | +$32.6K | 0.64% | 26 |
|
|
2024
Q4 | $5.11M | Buy |
90,400
+2,207
| +3% | +$125K | 0.59% | 27 |
|
|
2024
Q3 | $4.56M | Buy |
88,193
+3,741
| +4% | +$194K | 0.54% | 28 |
|
|
2024
Q2 | $3.51M | Sell |
84,452
-117
| -0.1% | -$4.86K | 0.49% | 32 |
|
|
2024
Q1 | $4.59M | Buy |
84,569
+837
| +1% | +$45.4K | 0.66% | 23 |
|
|
2023
Q4 | $4.3M | Sell |
83,732
-50,349
| -38% | -$2.58M | 0.71% | 21 |
|
|
2023
Q3 | $7.78M | Buy |
134,081
+31,622
| +31% | +$1.84M | 1% | 17 |
|
|
2023
Q2 | $6.55M | Sell |
102,459
-162
| -0.2% | -$10.4K | 0.85% | 22 |
|
|
2023
Q1 | $7.11M | Sell |
102,621
-1,864
| -2% | -$129K | 0.98% | 21 |
|
|
2022
Q4 | $7.52M | Buy |
104,485
+83,635
| +401% | +$6.02M | 1.1% | 18 |
|
|
2022
Q3 | $1.48M | Sell |
20,850
-1,000
| -5% | -$71.1K | 0.27% | 63 |
|
|
2022
Q2 | $1.68M | Sell |
21,850
-1,376,820
| -98% | -$106M | 0.42% | 45 |
|
|
2022
Q1 | $19.2M | Buy |
1,398,670
+1,379,905
| +7,354% | +$18.9M | 0.27% | 42 |
|
|
2021
Q4 | $1.17M | Buy |
18,765
+727
| +4% | +$45.3K | 0.33% | 45 |
|
|
2021
Q3 | $1.07M | Sell |
18,038
-431
| -2% | -$25.5K | 0.3% | 45 |
|
|
2021
Q2 | $1.23M | Buy |
18,469
+53
| +0.3% | +$3.54K | 0.41% | 40 |
|
|
2021
Q1 | $1.16M | Sell |
18,416
-250
| -1% | -$15.8K | 0.43% | 43 |
|
|
2020
Q4 | $1.16M | Buy |
+18,666
| New | +$1.16M | 0.42% | 44 |
|