Apriem 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 | $536K | Buy |
11,571
+65
| +0.6% | +$3.01K | 0.06% | 112 |
|
|
2025
Q1 | $702K | Sell |
11,506
-3,474
| -23% | -$212K | 0.08% | 89 |
|
|
2024
Q4 | $847K | Buy |
14,980
+3
| +0% | +$170 | 0.1% | 83 |
|
|
2024
Q3 | $775K | Buy |
+14,977
| New | +$775K | 0.09% | 82 |
|
|
2024
Q2 | – | Sell |
-4,291
| Closed | -$233K | – | 175 |
|
|
2024
Q1 | $233K | Sell |
4,291
-1,345
| -24% | -$72.9K | 0.03% | 152 |
|
|
2023
Q4 | $289K | Sell |
5,636
-684
| -11% | -$35.1K | 0.04% | 123 |
|
|
2023
Q3 | $367K | Sell |
6,320
-66
| -1% | -$3.83K | 0.05% | 105 |
|
|
2023
Q2 | $408K | Buy |
6,386
+4
| +0.1% | +$256 | 0.06% | 109 |
|
|
2023
Q1 | $442K | Buy |
6,382
+4
| +0.1% | +$277 | 0.07% | 100 |
|
|
2022
Q4 | $459K | Buy |
6,378
+1,038
| +19% | +$74.7K | 0.08% | 97 |
|
|
2022
Q3 | $380K | Sell |
5,340
-189
| -3% | -$13.4K | 0.07% | 100 |
|
|
2022
Q2 | $426K | Buy |
5,529
+4
| +0.1% | +$308 | 0.07% | 92 |
|
|
2022
Q1 | $404K | Buy |
5,525
+202
| +4% | +$14.8K | 0.06% | 106 |
|
|
2021
Q4 | $332K | Sell |
5,323
-648
| -11% | -$40.4K | 0.05% | 111 |
|
|
2021
Q3 | $353K | Buy |
5,971
+122
| +2% | +$7.21K | 0.05% | 110 |
|
|
2021
Q2 | $391K | Sell |
5,849
-69
| -1% | -$4.61K | 0.06% | 104 |
|
|
2021
Q1 | $374K | Sell |
5,918
-615
| -9% | -$38.9K | 0.06% | 103 |
|
|
2020
Q4 | $405K | Buy |
6,533
+921
| +16% | +$57.1K | 0.07% | 86 |
|
|
2020
Q3 | $338K | Sell |
5,612
-277
| -5% | -$16.7K | 0.06% | 91 |
|
|
2020
Q2 | $346K | Buy |
5,889
+1,469
| +33% | +$86.3K | 0.07% | 84 |
|
|
2020
Q1 | $246K | Buy |
4,420
+516
| +13% | +$28.7K | 0.06% | 93 |
|
|
2019
Q4 | $251K | Buy |
+3,904
| New | +$251K | 0.05% | 116 |
|
|
2019
Q1 | – | Sell |
-4,003
| Closed | -$208K | – | 132 |
|
|
2018
Q4 | $208K | Sell |
4,003
-600
| -13% | -$31.2K | 0.07% | 116 |
|
|
2018
Q3 | $286K | Sell |
4,603
-199
| -4% | -$12.4K | 0.06% | 110 |
|
|
2018
Q2 | $266K | Sell |
4,802
-1,698
| -26% | -$94.1K | 0.06% | 111 |
|
|
2018
Q1 | $411K | Sell |
6,500
-274
| -4% | -$17.3K | 0.1% | 81 |
|
|
2017
Q4 | $415K | Buy |
6,774
+2,426
| +56% | +$149K | 0.1% | 78 |
|
|
2017
Q3 | $277K | Sell |
4,348
-699
| -14% | -$44.5K | 0.07% | 108 |
|
|
2017
Q2 | $281K | Sell |
5,047
-49
| -1% | -$2.73K | 0.07% | 101 |
|
|
2017
Q1 | $277K | Sell |
5,096
-67,154
| -93% | -$3.65M | 0.08% | 103 |
|
|
2016
Q4 | $4.22M | Buy |
72,250
+3,334
| +5% | +$195K | 1.25% | 25 |
|
|
2016
Q3 | $3.72M | Buy |
68,916
+2,877
| +4% | +$155K | 1.11% | 29 |
|
|
2016
Q2 | $4.86M | Sell |
66,039
-2,773
| -4% | -$204K | 1.58% | 20 |
|
|
2016
Q1 | $4.4M | Sell |
68,812
-10,219
| -13% | -$653K | 1.73% | 18 |
|
|
2015
Q4 | $5.44M | Sell |
79,031
-649
| -0.8% | -$44.6K | 1.94% | 13 |
|
|
2015
Q3 | $4.72M | Buy |
79,680
+4,511
| +6% | +$267K | 1.75% | 11 |
|
|
2015
Q2 | $5M | Sell |
75,169
-1,218
| -2% | -$81.1K | 1.72% | 19 |
|
|
2015
Q1 | $4.93M | Sell |
76,387
-3,522
| -4% | -$227K | 1.71% | 19 |
|
|
2014
Q4 | $4.72M | Sell |
79,909
-698
| -0.9% | -$41.2K | 1.74% | 21 |
|
|
2014
Q3 | $4.13M | Sell |
80,607
-8,544
| -10% | -$437K | 1.58% | 20 |
|
|
2014
Q2 | $4.33M | Buy |
89,151
+1,927
| +2% | +$93.5K | 1.65% | 19 |
|
|
2014
Q1 | $4.53M | Buy |
87,224
+502
| +0.6% | +$26.1K | 1.71% | 18 |
|
|
2013
Q4 | $4.61M | Sell |
86,722
-1,034
| -1% | -$55K | 1.81% | 17 |
|
|
2013
Q3 | $4.06M | Buy |
87,756
+2,229
| +3% | +$103K | 1.76% | 16 |
|
|
2013
Q2 | $3.82M | Buy |
+85,527
| New | +$3.82M | 1.87% | 13 |
|