Aptus Capital 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 | $3.03M | Sell |
65,551
-246,308
| -79% | -$11.4M | 0.02% | 352 |
|
|
2025
Q1 | $19M | Buy |
311,859
+24,653
| +9% | +$1.5M | 0.2% | 104 |
|
|
2024
Q4 | $16.2M | Buy |
287,206
+265,468
| +1,221% | +$15M | 0.17% | 106 |
|
|
2024
Q3 | $1.12M | Buy |
21,738
+4,421
| +26% | +$229K | 0.02% | 389 |
|
|
2024
Q2 | $719K | Buy |
17,317
+559
| +3% | +$23.2K | 0.01% | 443 |
|
|
2024
Q1 | $909K | Buy |
16,758
+2,305
| +16% | +$125K | 0.02% | 400 |
|
|
2023
Q4 | $742K | Sell |
14,453
-43,854
| -75% | -$2.25M | 0.02% | 323 |
|
|
2023
Q3 | $3.38M | Buy |
58,307
+932
| +2% | +$54.1K | 0.09% | 165 |
|
|
2023
Q2 | $3.67M | Sell |
57,375
-3,274
| -5% | -$209K | 0.09% | 163 |
|
|
2023
Q1 | $4.2M | Buy |
60,649
+16,904
| +39% | +$1.17M | 0.11% | 135 |
|
|
2022
Q4 | $3.15M | Buy |
43,745
+3,222
| +8% | +$232K | 0.1% | 170 |
|
|
2022
Q3 | $2.88M | Buy |
40,523
+1,307
| +3% | +$92.9K | 0.07% | 158 |
|
|
2022
Q2 | $3.03M | Buy |
39,216
+30,978
| +376% | +$2.39M | 0.08% | 138 |
|
|
2022
Q1 | $606K | Buy |
+8,238
| New | +$606K | 0.02% | 278 |
|
|
2020
Q3 | – | Sell |
-47,750
| Closed | -$2.81M | – | 445 |
|
|
2020
Q2 | $2.81M | Buy |
47,750
+4,020
| +9% | +$236K | 0.18% | 66 |
|
|
2020
Q1 | $2.44M | Buy |
43,730
+5,250
| +14% | +$293K | 0.21% | 64 |
|
|
2019
Q4 | $2.45M | Buy |
38,480
+9,158
| +31% | +$584K | 0.17% | 78 |
|
|
2019
Q3 | $1.49M | Buy |
+29,322
| New | +$1.49M | 0.08% | 98 |
|