Apella Capital’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 | $457K | Buy |
9,835
+468
| +5% | +$21.8K | 0.01% | 302 |
|
|
2025
Q1 | $503K | Buy |
9,367
+3,454
| +58% | +$186K | 0.02% | 255 |
|
|
2024
Q4 | $334K | Sell |
5,913
-331
| -5% | -$18.7K | 0.01% | 276 |
|
|
2024
Q3 | $336K | Sell |
6,244
-253
| -4% | -$13.6K | 0.01% | 256 |
|
|
2024
Q2 | $265K | Buy |
6,497
+272
| +4% | +$11.1K | 0.01% | 272 |
|
|
2024
Q1 | $321K | Sell |
6,225
-185
| -3% | -$9.55K | 0.02% | 236 |
|
|
2023
Q4 | $334K | Sell |
6,410
-460
| -7% | -$23.9K | 0.02% | 227 |
|
|
2023
Q3 | $399K | Sell |
6,870
-382
| -5% | -$22.2K | 0.03% | 184 |
|
|
2023
Q2 | $464K | Buy |
+7,252
| New | +$464K | 0.03% | 177 |
|
|
2022
Q4 | $540K | Buy |
7,500
+2,292
| +44% | +$165K | 0.05% | 147 |
|
|
2022
Q3 | $370K | Buy |
5,208
+241
| +5% | +$17.1K | 0.04% | 159 |
|
|
2022
Q2 | $382K | Buy |
4,967
+384
| +8% | +$29.5K | 0.05% | 163 |
|
|
2022
Q1 | $335K | Buy |
4,583
+38
| +0.8% | +$2.78K | 0.05% | 156 |
|
|
2021
Q4 | $283K | Buy |
4,545
+28
| +0.6% | +$1.74K | 0.04% | 168 |
|
|
2021
Q3 | $267K | Sell |
4,517
-1,181
| -21% | -$69.8K | 0.04% | 171 |
|
|
2021
Q2 | $381K | Buy |
5,698
+297
| +5% | +$19.9K | 0.06% | 159 |
|
|
2021
Q1 | $341K | Sell |
5,401
-170
| -3% | -$10.7K | 0.11% | 100 |
|
|
2020
Q4 | $346K | Sell |
5,571
-975
| -15% | -$60.6K | 0.12% | 94 |
|
|
2020
Q3 | $395K | Buy |
6,546
+573
| +10% | +$34.6K | 0.16% | 88 |
|
|
2020
Q2 | $351K | Sell |
5,973
-804
| -12% | -$47.2K | 0.16% | 90 |
|
|
2020
Q1 | $378K | Buy |
+6,777
| New | +$378K | 0.22% | 78 |
|