Advisor Resource Council’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 |
-4,096
| Closed | -$245K | – | 217 |
|
|
2025
Q1 | $245K | Buy |
+4,096
| New | +$245K | 0.02% | 508 |
|
|
2024
Q1 | – | Sell |
-12,195
| Closed | -$626K | – | 259 |
|
|
2023
Q4 | $626K | Buy |
+12,195
| New | +$626K | 0.07% | 243 |
|
|
2022
Q3 | – | Sell |
-16,457
| Closed | -$1.27M | – | 188 |
|
|
2022
Q2 | $1.27M | Buy |
+16,457
| New | +$1.27M | 0.12% | 171 |
|
|
2022
Q1 | – | Sell |
-5,389
| Closed | -$336K | – | 248 |
|
|
2021
Q4 | $336K | Buy |
+5,389
| New | +$336K | 0.03% | 407 |
|
|
2021
Q3 | – | Sell |
-3,985
| Closed | -$266K | – | 244 |
|
|
2021
Q2 | $266K | Buy |
+3,985
| New | +$266K | 0.03% | 411 |
|