AE 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 | $11.7M | Buy |
253,305
+185,045
| +271% | +$8.57M | 0.09% | 230 |
|
|
2025
Q1 | $4.16M | Buy |
68,260
+6,754
| +11% | +$412K | 0.04% | 376 |
|
|
2024
Q4 | $3.48M | Buy |
61,506
+3,264
| +6% | +$185K | 0.03% | 415 |
|
|
2024
Q3 | $3.01M | Sell |
58,242
-50,561
| -46% | -$2.62M | 0.03% | 436 |
|
|
2024
Q2 | $4.52M | Buy |
108,803
+15,934
| +17% | +$662K | 0.05% | 350 |
|
|
2024
Q1 | $5.04M | Sell |
92,869
-215,491
| -70% | -$11.7M | 0.06% | 297 |
|
|
2023
Q4 | $15.3M | Buy |
308,360
+51,796
| +20% | +$2.57M | 0.08% | 293 |
|
|
2023
Q3 | $14.9M | Buy |
256,564
+46,937
| +22% | +$2.72M | 0.09% | 266 |
|
|
2023
Q2 | $13.4M | Buy |
209,627
+21,385
| +11% | +$1.37M | 0.08% | 300 |
|
|
2023
Q1 | $13M | Sell |
188,242
-5,220
| -3% | -$362K | 0.08% | 287 |
|
|
2022
Q4 | $13.9M | Sell |
193,462
-9,181
| -5% | -$661K | 0.1% | 240 |
|
|
2022
Q3 | $14.4M | Sell |
202,643
-31,645
| -14% | -$2.25M | 0.11% | 189 |
|
|
2022
Q2 | $18M | Buy |
234,288
+441
| +0.2% | +$34K | 0.14% | 166 |
|
|
2022
Q1 | $17.1M | Buy |
233,847
+5,894
| +3% | +$430K | 0.12% | 176 |
|
|
2021
Q4 | $14.2M | Buy |
227,953
+42,364
| +23% | +$2.64M | 0.1% | 206 |
|
|
2021
Q3 | $11M | Buy |
185,589
+3,708
| +2% | +$219K | 0.09% | 227 |
|
|
2021
Q2 | $12.2M | Buy |
181,881
+12,827
| +8% | +$857K | 0.11% | 192 |
|
|
2021
Q1 | $10.7M | Sell |
169,054
-4,810
| -3% | -$304K | 0.11% | 189 |
|
|
2020
Q4 | $10.8M | Buy |
173,864
+15,243
| +10% | +$946K | 0.12% | 170 |
|
|
2020
Q3 | $9.56M | Sell |
158,621
-14,645
| -8% | -$883K | 0.14% | 146 |
|
|
2020
Q2 | $10.2M | Buy |
173,266
+81,800
| +89% | +$4.81M | 0.16% | 140 |
|
|
2020
Q1 | $5.1M | Buy |
91,466
+3,252
| +4% | +$181K | 0.12% | 162 |
|
|
2019
Q4 | $5.66M | Buy |
88,214
+28,339
| +47% | +$1.82M | 0.12% | 159 |
|
|
2019
Q3 | $3.04M | Sell |
59,875
-3,021
| -5% | -$153K | 0.09% | 205 |
|
|
2019
Q2 | $2.85M | Buy |
62,896
+24,399
| +63% | +$1.11M | 0.09% | 186 |
|
|
2019
Q1 | $1.84M | Buy |
38,497
+6,916
| +22% | +$330K | 0.13% | 147 |
|
|
2018
Q4 | $1.64M | Buy |
31,581
+3,213
| +11% | +$167K | 0.28% | 96 |
|
|
2018
Q3 | $1.76M | Buy |
28,368
+964
| +4% | +$59.8K | 0.1% | 146 |
|
|
2018
Q2 | $1.52M | Sell |
27,404
-338
| -1% | -$18.7K | 0.1% | 119 |
|
|
2018
Q1 | $1.76M | Sell |
27,742
-3,425
| -11% | -$217K | 0.14% | 102 |
|
|
2017
Q4 | $1.91M | Buy |
31,167
+17,682
| +131% | +$1.08M | 0.17% | 91 |
|
|
2017
Q3 | $860K | Buy |
13,485
+4,143
| +44% | +$264K | 0.08% | 170 |
|
|
2017
Q2 | $521K | Buy |
9,342
+155
| +2% | +$8.64K | 0.06% | 227 |
|
|
2017
Q1 | $500K | Buy |
9,187
+3,634
| +65% | +$198K | 0.09% | 172 |
|
|
2016
Q4 | $325K | Buy |
+5,553
| New | +$325K | 0.13% | 145 |
|