Advisor OS’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 | $349K | Buy |
7,531
+1,537
| +26% | +$71.1K | 0.03% | 324 |
|
|
2025
Q1 | $366K | Buy |
5,994
+537
| +10% | +$32.8K | 0.04% | 285 |
|
|
2024
Q4 | $309K | Buy |
5,457
+1,267
| +30% | +$71.7K | 0.04% | 315 |
|
|
2024
Q3 | $217K | Buy |
+4,190
| New | +$217K | 0.02% | 379 |
|
|
2024
Q2 | – | Sell |
-6,679
| Closed | -$362K | – | 387 |
|
|
2024
Q1 | $362K | Buy |
6,679
+763
| +13% | +$41.4K | 0.04% | 279 |
|
|
2023
Q4 | $304K | Sell |
5,916
-2,127
| -26% | -$109K | 0.04% | 257 |
|
|
2023
Q3 | $467K | Sell |
8,043
-2,758
| -26% | -$160K | 0.07% | 194 |
|
|
2023
Q2 | $691K | Buy |
10,801
+6,414
| +146% | +$410K | 0.11% | 172 |
|
|
2023
Q1 | $304K | Sell |
4,387
-175
| -4% | -$12.1K | 0.07% | 190 |
|
|
2022
Q4 | $328K | Buy |
4,562
+867
| +23% | +$62.4K | 0.09% | 174 |
|
|
2022
Q3 | $262K | Buy |
3,695
+63
| +2% | +$4.47K | 0.08% | 169 |
|
|
2022
Q2 | $280K | Buy |
3,632
+235
| +7% | +$18.1K | 0.08% | 178 |
|
|
2022
Q1 | $248K | Sell |
3,397
-1,805
| -35% | -$132K | 0.07% | 186 |
|
|
2021
Q4 | $323K | Sell |
5,202
-52
| -1% | -$3.23K | 0.07% | 204 |
|
|
2021
Q3 | $311K | Sell |
5,254
-107
| -2% | -$6.33K | 0.07% | 194 |
|
|
2021
Q2 | $359K | Buy |
+5,361
| New | +$359K | 0.07% | 173 |
|
|
2021
Q1 | – | Sell |
-7,718
| Closed | -$360K | – | 197 |
|
|
2020
Q4 | $360K | Buy |
+7,718
| New | +$360K | 0.1% | 98 |
|