Arkadios Wealth 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 | $10.2M | Buy |
219,493
+32,930
| +18% | +$1.52M | 0.3% | 57 |
|
|
2025
Q1 | $11.4M | Buy |
186,563
+35,144
| +23% | +$2.14M | 0.43% | 40 |
|
|
2024
Q4 | $8.56M | Buy |
151,419
+12,992
| +9% | +$735K | 0.47% | 38 |
|
|
2024
Q3 | $7.16M | Buy |
138,427
+90,696
| +190% | +$4.69M | 0.41% | 50 |
|
|
2024
Q2 | $1.98M | Buy |
47,731
+10,110
| +27% | +$420K | 0.13% | 164 |
|
|
2024
Q1 | $2.04M | Buy |
37,621
+7,056
| +23% | +$383K | 0.16% | 142 |
|
|
2023
Q4 | $1.57M | Sell |
30,565
-10,408
| -25% | -$534K | 0.13% | 163 |
|
|
2023
Q3 | $2.38M | Buy |
40,973
+18,339
| +81% | +$1.06M | 0.23% | 105 |
|
|
2023
Q2 | $1.45M | Buy |
22,634
+1,058
| +5% | +$67.7K | 0.17% | 143 |
|
|
2023
Q1 | $1.5M | Sell |
21,576
-545
| -2% | -$37.8K | 0.18% | 140 |
|
|
2022
Q4 | $1.59M | Buy |
22,121
+4,303
| +24% | +$310K | 0.21% | 120 |
|
|
2022
Q3 | $1.27M | Buy |
17,818
+358
| +2% | +$25.5K | 0.19% | 137 |
|
|
2022
Q2 | $1.34M | Buy |
17,460
+3,608
| +26% | +$278K | 0.2% | 142 |
|
|
2022
Q1 | $1.01M | Buy |
13,852
+2,764
| +25% | +$202K | 0.13% | 184 |
|
|
2021
Q4 | $691K | Sell |
11,088
-2,911
| -21% | -$181K | 0.09% | 250 |
|
|
2021
Q3 | $828K | Sell |
13,999
-2,710
| -16% | -$160K | 0.12% | 194 |
|
|
2021
Q2 | $1.12M | Buy |
16,709
+4,426
| +36% | +$296K | 0.14% | 180 |
|
|
2021
Q1 | $775K | Buy |
12,283
+3,569
| +41% | +$225K | 0.13% | 186 |
|
|
2020
Q4 | $540K | Buy |
8,714
+6,373
| +272% | +$395K | 0.11% | 186 |
|
|
2020
Q3 | $143K | Sell |
2,341
-27
| -1% | -$1.65K | 0.07% | 229 |
|
|
2020
Q2 | $137K | Buy |
2,368
+60
| +3% | +$3.47K | 0.08% | 212 |
|
|
2020
Q1 | $129K | Sell |
2,308
-157
| -6% | -$8.75K | 0.08% | 197 |
|
|
2019
Q4 | $163K | Buy |
+2,465
| New | +$163K | 0.1% | 175 |
|