Acorn 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 | $382K | Buy |
8,254
+51
| +0.6% | +$2.36K | 0.14% | 143 |
|
|
2025
Q1 | $500K | Buy |
8,203
+66
| +0.8% | +$4.03K | 0.21% | 104 |
|
|
2024
Q4 | $460K | Buy |
8,137
+40
| +0.5% | +$2.26K | 0.19% | 117 |
|
|
2024
Q3 | $419K | Sell |
8,097
-386
| -5% | -$20K | 0.18% | 113 |
|
|
2024
Q2 | $352K | Buy |
8,483
+1,772
| +26% | +$73.6K | 0.17% | 122 |
|
|
2024
Q1 | $364K | Sell |
6,711
-102
| -1% | -$5.53K | 0.19% | 112 |
|
|
2023
Q4 | $350K | Buy |
6,813
+234
| +4% | +$12K | 0.21% | 107 |
|
|
2023
Q3 | $382K | Buy |
6,579
+117
| +2% | +$6.79K | 0.25% | 89 |
|
|
2023
Q2 | $413K | Buy |
6,462
+10
| +0.2% | +$639 | 0.28% | 87 |
|
|
2023
Q1 | $447K | Sell |
6,452
-1
| -0% | -$69 | 0.33% | 72 |
|
|
2022
Q4 | $464K | Sell |
6,453
-109
| -2% | -$7.84K | 0.36% | 68 |
|
|
2022
Q3 | $467K | Sell |
6,562
-482
| -7% | -$34.3K | 0.38% | 63 |
|
|
2022
Q2 | $542K | Buy |
7,044
+156
| +2% | +$12K | 0.43% | 56 |
|
|
2022
Q1 | $503K | Buy |
6,888
+28
| +0.4% | +$2.05K | 0.35% | 70 |
|
|
2021
Q4 | $428K | Sell |
6,860
-196
| -3% | -$12.2K | 0.27% | 89 |
|
|
2021
Q3 | $417K | Buy |
7,056
+107
| +2% | +$6.32K | 0.29% | 84 |
|
|
2021
Q2 | $464K | Buy |
6,949
+26
| +0.4% | +$1.74K | 0.32% | 75 |
|
|
2021
Q1 | $437K | Buy |
6,923
+79
| +1% | +$4.99K | 0.31% | 77 |
|
|
2020
Q4 | $425K | Buy |
6,844
+186
| +3% | +$11.6K | 0.33% | 69 |
|
|
2020
Q3 | $401K | Sell |
6,658
-239
| -3% | -$14.4K | 0.35% | 58 |
|
|
2020
Q2 | $406K | Buy |
6,897
+102
| +2% | +$6K | 0.38% | 53 |
|
|
2020
Q1 | $388K | Buy |
6,795
+408
| +6% | +$23.3K | 0.43% | 49 |
|
|
2019
Q4 | $409K | Buy |
6,387
+11
| +0.2% | +$704 | 0.34% | 59 |
|
|
2019
Q3 | $375K | Buy |
6,376
+511
| +9% | +$30.1K | 0.32% | 64 |
|
|
2019
Q2 | $274K | Buy |
5,865
+223
| +4% | +$10.4K | 0.25% | 86 |
|
|
2019
Q1 | $262K | Buy |
5,642
+19
| +0.3% | +$882 | 0.24% | 100 |
|
|
2018
Q4 | $265K | Buy |
5,623
+10
| +0.2% | +$471 | 0.27% | 81 |
|
|
2018
Q3 | $292K | Sell |
5,613
-242
| -4% | -$12.6K | 0.29% | 82 |
|
|
2018
Q2 | $323K | Sell |
5,855
-190
| -3% | -$10.5K | 0.28% | 68 |
|
|
2018
Q1 | $316K | Buy |
6,045
+7
| +0.1% | +$366 | 0.27% | 65 |
|
|
2017
Q4 | $371K | Buy |
+6,038
| New | +$371K | 0.34% | 53 |
|