Apexium 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 | $329K | Sell |
7,099
-1,959
| -22% | -$90.7K | 0.02% | 224 |
|
|
2025
Q1 | $552K | Buy |
9,058
+425
| +5% | +$25.9K | 0.03% | 164 |
|
|
2024
Q4 | $488K | Sell |
8,633
-140
| -2% | -$7.92K | 0.03% | 164 |
|
|
2024
Q3 | $454K | Sell |
8,773
-487
| -5% | -$25.2K | 0.03% | 148 |
|
|
2024
Q2 | $385K | Buy |
9,260
+1,552
| +20% | +$64.5K | 0.03% | 157 |
|
|
2024
Q1 | $418K | Sell |
7,708
-5,130
| -40% | -$278K | 0.03% | 157 |
|
|
2023
Q4 | $659K | Buy |
12,838
+4,842
| +61% | +$248K | 0.05% | 155 |
|
|
2023
Q3 | $464K | Hold |
7,996
| – | – | 0.05% | 133 |
|
|
2023
Q2 | $511K | Buy |
7,996
+965
| +14% | +$61.7K | 0.05% | 133 |
|
|
2023
Q1 | $487K | Hold |
7,031
| – | – | 0.05% | 132 |
|
|
2022
Q4 | $506K | Sell |
7,031
-234
| -3% | -$16.8K | 0.05% | 133 |
|
|
2022
Q3 | $516K | Buy |
+7,265
| New | +$516K | 0.06% | 121 |
|
|
2020
Q1 | – | Sell |
-3,207
| Closed | -$206K | – | 65 |
|
|
2019
Q4 | $206K | Buy |
+3,207
| New | +$206K | 0.27% | 68 |
|