Abundance Wealth Counselors’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 | $1.69M | Buy |
36,399
+1,360
| +4% | +$63.2K | 0.32% | 58 |
|
|
2025
Q1 | $2.13M | Buy |
35,039
+3,052
| +10% | +$186K | 0.45% | 39 |
|
|
2024
Q4 | $1.81M | Buy |
31,987
+564
| +2% | +$31.9K | 0.39% | 40 |
|
|
2024
Q3 | $1.63M | Buy |
+31,423
| New | +$1.63M | 0.34% | 50 |
|
|
2024
Q2 | – | Sell |
-26,690
| Closed | -$1.45M | – | 77 |
|
|
2024
Q1 | $1.45M | Buy |
26,690
+5,664
| +27% | +$307K | 0.33% | 52 |
|
|
2023
Q4 | $1.08M | Sell |
21,026
-4,803
| -19% | -$246K | 0.28% | 61 |
|
|
2023
Q3 | $1.5M | Buy |
+25,829
| New | +$1.5M | 0.43% | 40 |
|
|
2023
Q2 | – | Sell |
-26,560
| Closed | -$1.84M | – | 77 |
|
|
2023
Q1 | $1.84M | Buy |
26,560
+1,256
| +5% | +$87.1K | 0.47% | 33 |
|
|
2022
Q4 | $1.82M | Buy |
25,304
+1,137
| +5% | +$81.8K | 0.5% | 34 |
|
|
2022
Q3 | $1.72M | Buy |
24,167
+697
| +3% | +$49.5K | 0.49% | 25 |
|
|
2022
Q2 | $1.81M | Sell |
23,470
-618
| -3% | -$47.6K | 0.49% | 29 |
|
|
2022
Q1 | $1.76M | Buy |
24,088
+2,610
| +12% | +$191K | 0.48% | 31 |
|
|
2021
Q4 | $1.34M | Buy |
+21,478
| New | +$1.34M | 0.34% | 51 |
|
|
2021
Q3 | – | Sell |
-19,445
| Closed | -$1.3M | – | 55 |
|
|
2021
Q2 | $1.3M | Buy |
19,445
+18,245
| +1,520% | +$1.22M | 0.34% | 42 |
|
|
2021
Q1 | $76K | Buy |
+1,200
| New | +$76K | 0.02% | 138 |
|