Accel 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 | – | Sell |
-4,603
| Closed | -$281K | – | 271 |
|
|
2025
Q1 | $281K | Sell |
4,603
-71
| -2% | -$4.33K | 0.1% | 195 |
|
|
2024
Q4 | $264K | Buy |
4,674
+271
| +6% | +$15.3K | 0.1% | 199 |
|
|
2024
Q3 | $228K | Sell |
4,403
-436
| -9% | -$22.6K | 0.08% | 218 |
|
|
2024
Q2 | $201K | Sell |
4,839
-95
| -2% | -$3.95K | 0.08% | 227 |
|
|
2024
Q1 | $268K | Buy |
4,934
+788
| +19% | +$42.7K | 0.11% | 168 |
|
|
2023
Q4 | $213K | Buy |
4,146
+467
| +13% | +$24K | 0.11% | 177 |
|
|
2023
Q3 | $214K | Buy |
+3,679
| New | +$214K | 0.12% | 155 |
|
|
2023
Q2 | – | Sell |
-2,996
| Closed | -$208K | – | 248 |
|
|
2023
Q1 | $208K | Buy |
2,996
+40
| +1% | +$2.77K | 0.08% | 212 |
|
|
2022
Q4 | $213K | Buy |
2,956
+190
| +7% | +$13.7K | 0.1% | 154 |
|
|
2022
Q3 | $197K | Buy |
2,766
+9
| +0.3% | +$641 | 0.11% | 160 |
|
|
2022
Q2 | $209K | Buy |
2,757
+9
| +0.3% | +$682 | 0.12% | 141 |
|
|
2022
Q1 | $203K | Buy |
2,748
+335
| +14% | +$24.7K | 0.1% | 151 |
|
|
2021
Q4 | $150K | Buy |
2,413
+119
| +5% | +$7.4K | 0.07% | 200 |
|
|
2021
Q3 | $136K | Buy |
2,294
+575
| +33% | +$34.1K | 0.09% | 180 |
|
|
2021
Q2 | $115K | Sell |
1,719
-337
| -16% | -$22.5K | 0.08% | 213 |
|
|
2021
Q1 | $130K | Sell |
2,056
-397
| -16% | -$25.1K | 0.11% | 180 |
|
|
2020
Q4 | $152K | Buy |
+2,453
| New | +$152K | 0.14% | 151 |
|