Avantax Advisory Services’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 | $10.1M | Sell |
218,152
-16,048
| -7% | -$743K | 0.06% | 266 |
|
|
2025
Q1 | $14.3M | Buy |
234,200
+15,977
| +7% | +$974K | 0.09% | 178 |
|
|
2024
Q4 | $12.3M | Buy |
218,223
+33,423
| +18% | +$1.89M | 0.08% | 189 |
|
|
2024
Q3 | $9.56M | Buy |
184,800
+25,720
| +16% | +$1.33M | 0.06% | 228 |
|
|
2024
Q2 | $6.61M | Buy |
159,080
+89,119
| +127% | +$3.7M | 0.05% | 297 |
|
|
2024
Q1 | $3.79M | Buy |
69,961
+2,336
| +3% | +$127K | 0.03% | 372 |
|
|
2023
Q4 | $3.47M | Sell |
67,625
-1,025
| -1% | -$52.6K | 0.03% | 353 |
|
|
2023
Q3 | $3.98M | Sell |
68,650
-3,072
| -4% | -$178K | 0.04% | 298 |
|
|
2023
Q2 | $4.59M | Sell |
71,722
-2,733
| -4% | -$175K | 0.05% | 273 |
|
|
2023
Q1 | $5.16M | Buy |
74,455
+9,529
| +15% | +$660K | 0.06% | 240 |
|
|
2022
Q4 | $4.67M | Buy |
64,926
+6,360
| +11% | +$458K | 0.06% | 239 |
|
|
2022
Q3 | $4.16M | Buy |
58,566
+5,349
| +10% | +$380K | 0.06% | 232 |
|
|
2022
Q2 | $4.1M | Buy |
53,217
+4,548
| +9% | +$350K | 0.06% | 235 |
|
|
2022
Q1 | $3.55M | Buy |
48,669
+2,565
| +6% | +$187K | 0.05% | 269 |
|
|
2021
Q4 | $2.87M | Sell |
46,104
-1,706
| -4% | -$106K | 0.04% | 298 |
|
|
2021
Q3 | $2.84M | Buy |
47,810
+1,936
| +4% | +$115K | 0.05% | 275 |
|
|
2021
Q2 | $3.06M | Buy |
45,874
+2,943
| +7% | +$196K | 0.06% | 251 |
|
|
2021
Q1 | $2.71M | Sell |
42,931
-2,444
| -5% | -$154K | 0.06% | 245 |
|
|
2020
Q4 | $2.81M | Sell |
45,375
-42,334
| -48% | -$2.62M | 0.07% | 206 |
|
|
2020
Q3 | $5.29M | Buy |
87,709
+36,761
| +72% | +$2.22M | 0.08% | 202 |
|
|
2020
Q2 | $3M | Buy |
50,948
+13,406
| +36% | +$789K | 0.09% | 166 |
|
|
2020
Q1 | $2.1M | Sell |
37,542
-1,790
| -5% | -$99.9K | 0.06% | 186 |
|
|
2019
Q4 | $2.52M | Buy |
39,332
+19,950
| +103% | +$1.28M | 0.06% | 179 |
|
|
2019
Q3 | $983K | Buy |
19,382
+51
| +0.3% | +$2.59K | 0.04% | 214 |
|
|
2019
Q2 | $877K | Buy |
19,331
+3,675
| +23% | +$167K | 0.04% | 213 |
|
|
2019
Q1 | $747K | Buy |
15,656
+3,651
| +30% | +$174K | 0.04% | 221 |
|
|
2018
Q4 | $624K | Buy |
+12,005
| New | +$624K | 0.1% | 192 |
|