Alta Wealth 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 | $462K | Sell |
9,979
-8,172
| -45% | -$378K | 0.22% | 72 |
|
|
2025
Q1 | $1.11M | Buy |
18,151
+50
| +0.3% | +$3.05K | 0.51% | 49 |
|
|
2024
Q4 | $1.02M | Buy |
18,101
+50
| +0.3% | +$2.83K | 0.45% | 50 |
|
|
2024
Q3 | $934K | Buy |
18,051
+419
| +2% | +$21.7K | 0.43% | 56 |
|
|
2024
Q2 | $732K | Sell |
17,632
-49
| -0.3% | -$2.04K | 0.37% | 62 |
|
|
2024
Q1 | $959K | Sell |
17,681
-1,994
| -10% | -$108K | 0.49% | 50 |
|
|
2023
Q4 | $1.01M | Sell |
19,675
-796
| -4% | -$40.8K | 0.56% | 47 |
|
|
2023
Q3 | $1.19M | Sell |
20,471
-1,575
| -7% | -$91.4K | 0.73% | 37 |
|
|
2023
Q2 | $1.41M | Sell |
22,046
-166
| -0.7% | -$10.6K | 0.83% | 30 |
|
|
2023
Q1 | $1.54M | Sell |
22,212
-6,761
| -23% | -$469K | 0.97% | 27 |
|
|
2022
Q4 | $2.08M | Buy |
28,973
+4,761
| +20% | +$343K | 1.41% | 17 |
|
|
2022
Q3 | $1.72M | Hold |
24,212
| – | – | 1.23% | 21 |
|
|
2022
Q2 | $1.87M | Buy |
24,212
+6,280
| +35% | +$484K | 1.29% | 18 |
|
|
2022
Q1 | $1.31M | Buy |
17,932
+4,562
| +34% | +$333K | 0.78% | 34 |
|
|
2021
Q4 | $834K | Sell |
13,370
-866
| -6% | -$54K | 0.51% | 63 |
|
|
2021
Q3 | $842K | Sell |
14,236
-6,012
| -30% | -$356K | 0.61% | 55 |
|
|
2021
Q2 | $1.35M | Sell |
20,248
-224
| -1% | -$15K | 0.99% | 23 |
|
|
2021
Q1 | $1.29M | Sell |
20,472
-200
| -1% | -$12.6K | 1.08% | 21 |
|
|
2020
Q4 | $1.28M | Buy |
+20,672
| New | +$1.28M | 1.08% | 20 |
|