Aberdeen 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 | $290K | Hold |
6,266
| – | – | 0.19% | 116 |
|
|
2025
Q1 | $382K | Hold |
6,266
| – | – | 0.26% | 97 |
|
|
2024
Q4 | $354K | Sell |
6,266
-171
| -3% | -$9.67K | 0.24% | 103 |
|
|
2024
Q3 | $333K | Sell |
6,437
-482
| -7% | -$24.9K | 0.22% | 111 |
|
|
2024
Q2 | $287K | Hold |
6,919
| – | – | 0.19% | 121 |
|
|
2024
Q1 | $375K | Hold |
6,919
| – | – | 0.22% | 113 |
|
|
2023
Q4 | $355K | Sell |
6,919
-500
| -7% | -$25.7K | 0.26% | 109 |
|
|
2023
Q3 | $431K | Sell |
7,419
-100
| -1% | -$5.8K | 0.32% | 87 |
|
|
2023
Q2 | $481K | Buy |
7,519
+20
| +0.3% | +$1.28K | 0.35% | 80 |
|
|
2023
Q1 | $520K | Hold |
7,499
| – | – | 0.39% | 73 |
|
|
2022
Q4 | $540K | Hold |
7,499
| – | – | 0.41% | 67 |
|
|
2022
Q3 | $533K | Hold |
7,499
| – | – | 0.47% | 63 |
|
|
2022
Q2 | $577K | Sell |
7,499
-400
| -5% | -$30.8K | 0.46% | 60 |
|
|
2022
Q1 | $577K | Hold |
7,899
| – | – | 0.39% | 73 |
|
|
2021
Q4 | $493K | Buy |
7,899
+20
| +0.3% | +$1.25K | 0.32% | 84 |
|
|
2021
Q3 | $466K | Sell |
7,879
-683
| -8% | -$40.4K | 0.45% | 72 |
|
|
2021
Q2 | $572K | Hold |
8,562
| – | – | 0.53% | 60 |
|
|
2021
Q1 | $541K | Sell |
8,562
-259
| -3% | -$16.4K | 0.43% | 66 |
|
|
2020
Q4 | $547K | Buy |
8,821
+204
| +2% | +$12.7K | 0.41% | 67 |
|
|
2020
Q3 | $520K | Sell |
8,617
-1,113
| -11% | -$67.2K | 0.5% | 60 |
|
|
2020
Q2 | $572K | Buy |
9,730
+1,063
| +12% | +$62.5K | 0.61% | 57 |
|
|
2020
Q1 | $483K | Sell |
8,667
-150
| -2% | -$8.36K | 0.59% | 54 |
|
|
2019
Q4 | $566K | Buy |
+8,817
| New | +$566K | 0.42% | 59 |
|