Allworth Financial’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 | $5.18M | Buy |
111,801
+30,415
| +37% | +$1.41M | 0.02% | 297 |
|
|
2025
Q1 | $3.96M | Buy |
81,386
+3,551
| +5% | +$173K | 0.02% | 284 |
|
|
2024
Q4 | $4.44M | Buy |
77,835
+14,624
| +23% | +$835K | 0.02% | 272 |
|
|
2024
Q3 | $3.27M | Buy |
63,211
+2,274
| +4% | +$118K | 0.02% | 257 |
|
|
2024
Q2 | $2.6M | Buy |
60,937
+23,405
| +62% | +$998K | 0.02% | 287 |
|
|
2024
Q1 | $2.04M | Buy |
37,532
+1,850
| +5% | +$100K | 0.01% | 316 |
|
|
2023
Q4 | $1.83M | Buy |
35,682
+1,555
| +5% | +$79.8K | 0.01% | 320 |
|
|
2023
Q3 | $1.98M | Buy |
34,127
+1,765
| +5% | +$102K | 0.02% | 274 |
|
|
2023
Q2 | $2.07M | Sell |
32,362
-923
| -3% | -$59K | 0.02% | 277 |
|
|
2023
Q1 | $2.31M | Buy |
33,285
+813
| +3% | +$56.3K | 0.02% | 241 |
|
|
2022
Q4 | $2.34M | Buy |
32,472
+5,639
| +21% | +$406K | 0.03% | 225 |
|
|
2022
Q3 | $1.91M | Buy |
26,833
+2,538
| +10% | +$180K | 0.02% | 227 |
|
|
2022
Q2 | $1.87M | Buy |
24,295
+3,280
| +16% | +$253K | 0.03% | 225 |
|
|
2022
Q1 | $1.54M | Buy |
21,015
+4,399
| +26% | +$321K | 0.02% | 252 |
|
|
2021
Q4 | $1.04M | Sell |
16,616
-1,144
| -6% | -$71.3K | 0.01% | 278 |
|
|
2021
Q3 | $1.05M | Buy |
17,760
+8,108
| +84% | +$480K | 0.02% | 231 |
|
|
2021
Q2 | $645K | Sell |
9,652
-1,469
| -13% | -$98.2K | 0.01% | 232 |
|
|
2021
Q1 | $702K | Buy |
11,121
+2,729
| +33% | +$172K | 0.01% | 204 |
|
|
2020
Q4 | $521K | Sell |
8,392
-521
| -6% | -$32.3K | 0.01% | 173 |
|
|
2020
Q3 | $537K | Sell |
8,913
-69
| -0.8% | -$4.16K | 0.02% | 143 |
|
|
2020
Q2 | $528K | Buy |
8,982
+377
| +4% | +$22.2K | 0.02% | 140 |
|
|
2020
Q1 | $480K | Buy |
8,605
+6
| +0.1% | +$335 | 0.02% | 163 |
|
|
2019
Q4 | $552K | Buy |
8,599
+1,567
| +22% | +$101K | 0.02% | 102 |
|
|
2019
Q3 | $357K | Sell |
7,032
-2,483
| -26% | -$126K | 0.01% | 119 |
|
|
2019
Q2 | $432K | Sell |
9,515
-169
| -2% | -$7.67K | 0.02% | 104 |
|
|
2019
Q1 | $462K | Buy |
9,684
+267
| +3% | +$12.7K | 0.02% | 97 |
|
|
2018
Q4 | $489K | Buy |
9,417
+981
| +12% | +$50.9K | 0.02% | 90 |
|
|
2018
Q3 | $524K | Sell |
8,436
-45
| -0.5% | -$2.8K | 0.02% | 89 |
|
|
2018
Q2 | $469K | Buy |
8,481
+158
| +2% | +$8.74K | 0.02% | 94 |
|
|
2018
Q1 | $526K | Sell |
8,323
-254
| -3% | -$16.1K | 0.04% | 60 |
|
|
2017
Q4 | $526K | Sell |
8,577
-191
| -2% | -$11.7K | 0.04% | 58 |
|
|
2017
Q3 | $559K | Buy |
8,768
+400
| +5% | +$25.5K | 0.05% | 56 |
|
|
2017
Q2 | $466K | Buy |
8,368
+655
| +8% | +$36.5K | 0.04% | 59 |
|
|
2017
Q1 | $419K | Buy |
7,713
+270
| +4% | +$14.7K | 0.04% | 63 |
|
|
2016
Q4 | $435K | Sell |
7,443
-40
| -0.5% | -$2.34K | 0.04% | 61 |
|
|
2016
Q3 | $403K | Buy |
7,483
+348
| +5% | +$18.7K | 0.04% | 68 |
|
|
2016
Q2 | $525K | Hold |
7,135
| – | – | 0.06% | 54 |
|
|
2016
Q1 | $456K | Buy |
7,135
+2,160
| +43% | +$138K | 0.06% | 63 |
|
|
2015
Q4 | $342K | Sell |
4,975
-850
| -15% | -$58.4K | 0.06% | 69 |
|
|
2015
Q3 | $345K | Hold |
5,825
| – | – | 0.12% | 67 |
|
|
2015
Q2 | $388K | Hold |
5,825
| – | – | 0.14% | 63 |
|
|
2015
Q1 | $376K | Buy |
5,825
+364
| +7% | +$23.5K | 0.14% | 66 |
|
|
2014
Q4 | $322K | Buy |
5,461
+150
| +3% | +$8.85K | 0.12% | 64 |
|
|
2014
Q3 | $272K | Sell |
5,311
-767
| -13% | -$39.3K | 0.11% | 70 |
|
|
2014
Q2 | $295K | Sell |
6,078
-800
| -12% | -$38.8K | 0.13% | 59 |
|
|
2014
Q1 | $357K | Buy |
+6,878
| New | +$357K | 0.16% | 45 |
|
|
2013
Q4 | – | Sell |
-4,411
| Closed | -$204K | – | 69 |
|
|
2013
Q3 | $204K | Buy |
+4,411
| New | +$204K | 0.11% | 63 |
|