Annex Advisory Services’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 | $236K | Sell |
5,109
-836
| -14% | -$38.7K | 0.01% | 283 |
|
|
2025
Q1 | $363K | Sell |
5,945
-851
| -13% | -$51.9K | 0.01% | 239 |
|
|
2024
Q4 | $384K | Buy |
6,796
+384
| +6% | +$21.7K | 0.01% | 232 |
|
|
2024
Q3 | $332K | Buy |
6,412
+116
| +2% | +$6K | 0.01% | 223 |
|
|
2024
Q2 | $261K | Sell |
6,296
-610
| -9% | -$25.3K | 0.01% | 238 |
|
|
2024
Q1 | $375K | Sell |
6,906
-3,493
| -34% | -$189K | 0.01% | 207 |
|
|
2023
Q4 | $534K | Sell |
10,399
-104,838
| -91% | -$5.38M | 0.02% | 165 |
|
|
2023
Q3 | $6.69M | Buy |
115,237
+510
| +0.4% | +$29.6K | 0.4% | 57 |
|
|
2023
Q2 | $7.34M | Sell |
114,727
-1,516
| -1% | -$96.9K | 0.41% | 49 |
|
|
2023
Q1 | $8.06M | Buy |
116,243
+38,158
| +49% | +$2.64M | 0.43% | 41 |
|
|
2022
Q4 | $5.62M | Buy |
78,085
+1,165
| +2% | +$83.8K | 0.32% | 53 |
|
|
2022
Q3 | $5.47M | Sell |
76,920
-2,432
| -3% | -$173K | 0.37% | 51 |
|
|
2022
Q2 | $6.11M | Sell |
79,352
-304
| -0.4% | -$23.4K | 0.44% | 48 |
|
|
2022
Q1 | $5.82M | Buy |
79,656
+4,468
| +6% | +$326K | 0.43% | 50 |
|
|
2021
Q4 | $4.69M | Buy |
75,188
+7,508
| +11% | +$468K | 0.32% | 58 |
|
|
2021
Q3 | $4M | Buy |
67,680
+4,504
| +7% | +$266K | 0.33% | 52 |
|
|
2021
Q2 | $4.22M | Buy |
63,176
+3,532
| +6% | +$236K | 0.34% | 51 |
|
|
2021
Q1 | $3.77M | Buy |
59,644
+5,407
| +10% | +$341K | 0.36% | 50 |
|
|
2020
Q4 | $3.36M | Buy |
54,237
+4,732
| +10% | +$293K | 0.33% | 49 |
|
|
2020
Q3 | $2.99M | Sell |
49,505
-95
| -0.2% | -$5.73K | 0.38% | 31 |
|
|
2020
Q2 | $2.92M | Buy |
49,600
+4,003
| +9% | +$235K | 0.41% | 28 |
|
|
2020
Q1 | $2.54M | Buy |
45,597
+5,684
| +14% | +$317K | 0.36% | 29 |
|
|
2019
Q4 | $2.56M | Buy |
39,913
+12,900
| +48% | +$828K | 0.31% | 43 |
|
|
2019
Q3 | $1.37M | Buy |
+27,013
| New | +$1.37M | 0.18% | 62 |
|