Arax Advisory Partners’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 | $435K | Buy |
8,701
+3,688
| +74% | +$184K | 0.02% | 426 |
|
|
2025
Q1 | $306K | Sell |
5,013
-1,967
| -28% | -$120K | 0.02% | 423 |
|
|
2024
Q4 | $395K | Buy |
6,980
+2,733
| +64% | +$155K | 0.02% | 342 |
|
|
2024
Q3 | $220K | Buy |
4,247
+356
| +9% | +$18.4K | 0.02% | 331 |
|
|
2024
Q2 | $162K | Buy |
3,891
+2,910
| +297% | +$121K | 0.02% | 371 |
|
|
2024
Q1 | $53.2K | Buy |
981
+119
| +14% | +$6.46K | 0.01% | 487 |
|
|
2023
Q4 | $44.2K | Sell |
862
-44
| -5% | -$2.26K | ﹤0.01% | 504 |
|
|
2023
Q3 | $52.6K | Sell |
906
-118
| -12% | -$6.85K | 0.01% | 460 |
|
|
2023
Q2 | $65.5K | Sell |
1,024
-515
| -33% | -$32.9K | 0.01% | 422 |
|
|
2023
Q1 | $107K | Sell |
1,539
-14
| -0.9% | -$970 | 0.01% | 336 |
|
|
2022
Q4 | $112K | Buy |
1,553
+9
| +0.6% | +$647 | 0.02% | 319 |
|
|
2022
Q3 | $110K | Sell |
1,544
-666
| -30% | -$47.4K | 0.02% | 298 |
|
|
2022
Q2 | $170K | Buy |
2,210
+60
| +3% | +$4.62K | 0.03% | 233 |
|
|
2022
Q1 | $157K | Sell |
2,150
-2,590
| -55% | -$189K | 0.02% | 273 |
|
|
2021
Q4 | $296K | Sell |
4,740
-156
| -3% | -$9.74K | 0.04% | 189 |
|
|
2021
Q3 | $290K | Buy |
4,896
+230
| +5% | +$13.6K | 0.04% | 183 |
|
|
2021
Q2 | $312K | Buy |
+4,666
| New | +$312K | 0.04% | 174 |
|
|
2020
Q4 | $235K | Buy |
3,786
+275
| +8% | +$17.1K | 0.03% | 188 |
|
|
2020
Q3 | $212K | Sell |
3,511
-2,638
| -43% | -$159K | 0.04% | 181 |
|
|
2020
Q2 | $362K | Buy |
6,149
+376
| +7% | +$22.1K | 0.06% | 95 |
|
|
2020
Q1 | $322K | Buy |
5,773
+17
| +0.3% | +$948 | 0.07% | 95 |
|
|
2019
Q4 | $369K | Buy |
5,756
+124
| +2% | +$7.95K | 0.11% | 85 |
|
|
2019
Q3 | $286K | Hold |
5,632
| – | – | 0.09% | 107 |
|
|
2019
Q2 | $255K | Buy |
+5,632
| New | +$255K | 0.08% | 116 |
|
|
2018
Q4 | $261K | Buy |
5,030
+2,739
| +120% | +$142K | 0.1% | 102 |
|
|
2018
Q3 | $142K | Buy |
2,291
+671
| +41% | +$41.6K | 0.06% | 155 |
|
|
2018
Q2 | $89K | Sell |
1,620
-131
| -7% | -$7.2K | 0.04% | 173 |
|
|
2018
Q1 | $110K | Buy |
1,751
+248
| +17% | +$15.6K | 0.06% | 126 |
|
|
2017
Q4 | $92K | Buy |
1,503
+9
| +0.6% | +$551 | 0.04% | 154 |
|
|
2017
Q3 | $95K | Sell |
1,494
-34
| -2% | -$2.16K | 0.05% | 150 |
|
|
2017
Q2 | $85K | Sell |
1,528
-87
| -5% | -$4.84K | 0.04% | 170 |
|
|
2017
Q1 | $87K | Buy |
1,615
+517
| +47% | +$27.9K | 0.04% | 142 |
|
|
2016
Q4 | $64K | Buy |
+1,098
| New | +$64K | 0.03% | 147 |
|