Aries Wealth Management’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 | $634K | Sell |
13,694
-685
| -5% | -$31.7K | 0.17% | 120 |
|
|
2025
Q1 | $877K | Sell |
14,379
-1,618
| -10% | -$98.7K | 0.24% | 94 |
|
|
2024
Q4 | $905K | Sell |
15,997
-1,435
| -8% | -$81.2K | 0.25% | 92 |
|
|
2024
Q3 | $902K | Sell |
17,432
-2,990
| -15% | -$155K | 0.25% | 90 |
|
|
2024
Q2 | $848K | Sell |
20,422
-3,526
| -15% | -$146K | 0.27% | 92 |
|
|
2024
Q1 | $1.3M | Buy |
23,948
+103
| +0.4% | +$5.59K | 0.42% | 62 |
|
|
2023
Q4 | $1.22M | Sell |
23,845
-2,037
| -8% | -$105K | 0.44% | 63 |
|
|
2023
Q3 | $1.48M | Buy |
25,882
+208
| +0.8% | +$11.9K | 0.58% | 48 |
|
|
2023
Q2 | $1.64M | Sell |
25,674
-757
| -3% | -$48.4K | 0.64% | 44 |
|
|
2023
Q1 | $1.83M | Buy |
26,431
+105
| +0.4% | +$7.28K | 0.75% | 37 |
|
|
2022
Q4 | $1.89M | Buy |
26,326
+661
| +3% | +$47.6K | 0.82% | 37 |
|
|
2022
Q3 | $1.99M | Buy |
25,665
+212
| +0.8% | +$16.4K | 0.88% | 31 |
|
|
2022
Q2 | $1.96M | Buy |
+25,453
| New | +$1.96M | 0.89% | 30 |
|
|
2022
Q1 | – | Sell |
-24,903
| Closed | -$1.55M | – | 88 |
|
|
2021
Q4 | $1.55M | Sell |
24,903
-1,269
| -5% | -$79.1K | 0.59% | 47 |
|
|
2021
Q3 | $1.55M | Buy |
26,172
+1,800
| +7% | +$107K | 0.66% | 41 |
|
|
2021
Q2 | $1.63M | Buy |
24,372
+801
| +3% | +$53.5K | 0.7% | 39 |
|
|
2021
Q1 | $1.5M | Sell |
23,571
-400
| -2% | -$25.5K | 0.68% | 39 |
|
|
2020
Q4 | $1.5M | Buy |
23,971
+380
| +2% | +$23.7K | 0.75% | 39 |
|
|
2020
Q3 | $1.42M | Sell |
23,591
-776
| -3% | -$46.8K | 0.81% | 37 |
|
|
2020
Q2 | $1.43M | Buy |
24,367
+320
| +1% | +$18.8K | 0.87% | 35 |
|
|
2020
Q1 | $1.33M | Sell |
24,047
-425
| -2% | -$23.5K | 1.01% | 28 |
|
|
2019
Q4 | $1.54M | Buy |
24,472
+645
| +3% | +$40.6K | 0.94% | 29 |
|
|
2019
Q3 | $1.23M | Sell |
23,827
-1,380
| -5% | -$71.2K | 0.82% | 35 |
|
|
2019
Q2 | $1.16M | Sell |
25,207
-141
| -0.6% | -$6.47K | 0.81% | 36 |
|
|
2019
Q1 | $1.21M | Buy |
25,348
+1,720
| +7% | +$82K | 0.9% | 35 |
|
|
2018
Q4 | $1.23M | Hold |
23,628
| – | – | 1.3% | 26 |
|
|
2018
Q3 | $1.47M | Hold |
23,628
| – | – | 1.32% | 20 |
|
|
2018
Q2 | $1.39M | Sell |
23,628
-295
| -1% | -$17.3K | 1.28% | 22 |
|
|
2018
Q1 | $1.46M | Sell |
23,923
-574
| -2% | -$35.1K | 1.42% | 20 |
|
|
2017
Q4 | $1.53M | Buy |
+24,497
| New | +$1.53M | 1.41% | 22 |
|