Allegheny Financial Group’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
$361K Sell
7,798
-95
-1% -$4.4K 0.08% 166
2025
Q1
$481K Sell
7,893
-832
-10% -$50.7K 0.12% 131
2024
Q4
$494K Sell
8,725
-10,386
-54% -$587K 0.13% 125
2024
Q3
$989K Buy
19,111
+11
+0.1% +$569 0.24% 75
2024
Q2
$793K Sell
19,100
-434
-2% -$18K 0.23% 87
2024
Q1
$1.06M Buy
19,534
+12
+0.1% +$651 0.33% 57
2023
Q4
$1M Buy
19,522
+797
+4% +$40.9K 0.32% 59
2023
Q3
$1.09M Buy
18,725
+1,805
+11% +$105K 0.41% 45
2023
Q2
$1.08M Sell
16,920
-1,683
-9% -$108K 0.51% 33
2023
Q1
$1.29M Buy
18,603
+6
+0% +$416 0.52% 34
2022
Q4
$1.34M Buy
18,597
+110
+0.6% +$7.91K 0.56% 34
2022
Q3
$1.31M Buy
18,487
+293
+2% +$20.8K 0.62% 31
2022
Q2
$1.4M Sell
18,194
-65
-0.4% -$5.01K 0.65% 32
2022
Q1
$1.33M Sell
18,259
-323
-2% -$23.6K 0.56% 36
2021
Q4
$1.16M Buy
18,582
+404
+2% +$25.2K 0.46% 39
2021
Q3
$1.08M Buy
18,178
+130
+0.7% +$7.7K 0.49% 37
2021
Q2
$1.21M Sell
18,048
-461
-2% -$30.8K 0.55% 34
2021
Q1
$1.17M Buy
18,509
+5
+0% +$316 0.85% 20
2020
Q4
$1.15M Buy
+18,504
New +$1.15M 0.62% 31