Atlas 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 | $351K | Sell |
7,584
-21,702
| -74% | -$1M | 0.04% | 308 |
|
|
2025
Q1 | $1.79M | Buy |
29,286
+10,501
| +56% | +$640K | 0.22% | 90 |
|
|
2024
Q4 | $1.06M | Buy |
18,785
+15,585
| +487% | +$881K | 0.13% | 131 |
|
|
2024
Q3 | $166K | Sell |
3,200
-1,600
| -33% | -$82.8K | 0.03% | 406 |
|
|
2024
Q2 | $199K | Buy |
4,800
+1,410
| +42% | +$58.6K | 0.03% | 380 |
|
|
2024
Q1 | $184K | Sell |
3,390
-1,410
| -29% | -$76.5K | 0.03% | 378 |
|
|
2023
Q4 | $246K | Sell |
4,800
-938
| -16% | -$48.1K | 0.04% | 332 |
|
|
2023
Q3 | $333K | Sell |
5,738
-498
| -8% | -$28.9K | 0.05% | 260 |
|
|
2023
Q2 | $399K | Sell |
6,236
-1,005
| -14% | -$64.3K | 0.06% | 244 |
|
|
2023
Q1 | $502K | Sell |
7,241
-580
| -7% | -$40.2K | 0.08% | 193 |
|
|
2022
Q4 | $563K | Buy |
7,821
+124
| +2% | +$8.92K | 0.09% | 173 |
|
|
2022
Q3 | $547K | Sell |
7,697
-1,200
| -13% | -$85.3K | 0.1% | 171 |
|
|
2022
Q2 | $685K | Buy |
8,897
+1,839
| +26% | +$142K | 0.12% | 149 |
|
|
2022
Q1 | $515K | Sell |
7,058
-68
| -1% | -$4.97K | 0.08% | 212 |
|
|
2021
Q4 | $444K | Sell |
7,126
-3,735
| -34% | -$233K | 0.07% | 232 |
|
|
2021
Q3 | $643K | Sell |
10,861
-961
| -8% | -$56.9K | 0.1% | 169 |
|
|
2021
Q2 | $790K | Buy |
11,822
+726
| +7% | +$48.5K | 0.13% | 140 |
|
|
2021
Q1 | $700K | Sell |
11,096
-9,423
| -46% | -$595K | 0.14% | 150 |
|
|
2020
Q4 | $1.27M | Sell |
20,519
-9,093
| -31% | -$564K | 0.27% | 80 |
|
|
2020
Q3 | $1.79M | Sell |
29,612
-1,541
| -5% | -$92.9K | 0.42% | 51 |
|
|
2020
Q2 | $1.83M | Buy |
31,153
+2,266
| +8% | +$133K | 0.43% | 49 |
|
|
2020
Q1 | $1.54M | Buy |
28,887
+20,846
| +259% | +$1.11M | 0.46% | 47 |
|
|
2019
Q4 | $516K | Buy |
8,041
+1,842
| +30% | +$118K | 0.13% | 194 |
|
|
2019
Q3 | $314K | Sell |
6,199
-645
| -9% | -$32.7K | 0.09% | 256 |
|
|
2019
Q2 | $310K | Buy |
+6,844
| New | +$310K | 0.1% | 234 |
|
|
2019
Q1 | – | Sell |
-1,331
| Closed | -$69.2K | – | 564 |
|
|
2018
Q4 | $69.2K | Hold |
1,331
| – | – | 0.03% | 377 |
|
|
2018
Q3 | $83.4K | Hold |
1,331
| – | – | 0.03% | 375 |
|
|
2018
Q2 | $75.4K | Buy |
+1,331
| New | +$75.4K | 0.03% | 369 |
|