Allen Mooney & Barnes Investment 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 | $1.56M | Buy |
33,772
+573
| +2% | +$26.5K | 0.26% | 58 |
|
|
2025
Q1 | $2.02M | Buy |
33,199
+406
| +1% | +$24.8K | 0.33% | 54 |
|
|
2024
Q4 | $1.85M | Sell |
32,793
-3,307
| -9% | -$187K | 0.31% | 54 |
|
|
2024
Q3 | $1.87M | Sell |
36,100
-199
| -0.5% | -$10.3K | 0.32% | 54 |
|
|
2024
Q2 | $1.51M | Buy |
36,299
+117
| +0.3% | +$4.86K | 0.27% | 57 |
|
|
2024
Q1 | $1.78M | Sell |
36,182
-1,249
| -3% | -$61.4K | 0.34% | 55 |
|
|
2023
Q4 | $1.92M | Buy |
37,431
+536
| +1% | +$27.5K | 0.37% | 56 |
|
|
2023
Q3 | $2.14M | Sell |
36,895
-334
| -0.9% | -$19.4K | 0.46% | 50 |
|
|
2023
Q2 | $2.38M | Buy |
37,229
+251
| +0.7% | +$16.1K | 0.53% | 45 |
|
|
2023
Q1 | $2.56M | Sell |
36,978
-1,533
| -4% | -$106K | 0.61% | 42 |
|
|
2022
Q4 | $2.77M | Sell |
38,511
-2,442
| -6% | -$176K | 0.67% | 42 |
|
|
2022
Q3 | $2.91M | Sell |
40,953
-787
| -2% | -$55.9K | 0.78% | 37 |
|
|
2022
Q2 | $3.21M | Sell |
41,740
-671
| -2% | -$51.7K | 0.82% | 39 |
|
|
2022
Q1 | $3.1M | Buy |
+42,411
| New | +$3.1M | 0.69% | 44 |
|