Avestar Capital’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 | $714K | Sell |
15,424
-1,308
| -8% | -$60.5K | 0.05% | 238 |
|
2025
Q1 | $1.02M | Buy |
16,732
+1,842
| +12% | +$112K | 0.09% | 159 |
|
2024
Q4 | $842K | Buy |
14,890
+3,575
| +32% | +$202K | 0.07% | 178 |
|
2024
Q3 | $585K | Buy |
11,315
+4,293
| +61% | +$222K | 0.06% | 221 |
|
2024
Q2 | $292K | Sell |
7,022
-3,065
| -30% | -$127K | 0.03% | 306 |
|
2024
Q1 | $547K | Buy |
10,087
+4,184
| +71% | +$227K | 0.06% | 206 |
|
2023
Q4 | $303K | Buy |
5,903
+197
| +3% | +$10.1K | 0.03% | 269 |
|
2023
Q3 | $331K | Buy |
5,706
+1,719
| +43% | +$99.8K | 0.05% | 205 |
|
2023
Q2 | $255K | Sell |
3,987
-795
| -17% | -$50.9K | 0.04% | 240 |
|
2023
Q1 | $331K | Buy |
4,782
+5
| +0.1% | +$347 | 0.06% | 194 |
|
2022
Q4 | $344K | Buy |
4,777
+790
| +20% | +$56.9K | 0.06% | 173 |
|
2022
Q3 | $283K | Sell |
3,987
-966
| -20% | -$68.6K | 0.07% | 181 |
|
2022
Q2 | $381K | Sell |
4,953
-1,024
| -17% | -$78.8K | 0.09% | 137 |
|
2022
Q1 | $437K | Sell |
5,977
-5,621
| -48% | -$411K | 0.07% | 215 |
|
2021
Q4 | $723K | Buy |
11,598
+5,907
| +104% | +$368K | 0.09% | 142 |
|
2021
Q3 | $337K | Sell |
5,691
-40,338
| -88% | -$2.39M | 0.04% | 240 |
|
2021
Q2 | $3.08M | Buy |
46,029
+8,877
| +24% | +$593K | 0.41% | 39 |
|
2021
Q1 | $2.45M | Buy |
37,152
+31,053
| +509% | +$2.05M | 0.55% | 31 |
|
2020
Q4 | $378K | Buy |
+6,099
| New | +$378K | 0.1% | 178 |
|
2019
Q3 | – | Sell |
-1,560
| Closed | -$64K | – | 254 |
|
2019
Q2 | $64K | Buy |
1,560
+159
| +11% | +$6.52K | 0.04% | 263 |
|
2019
Q1 | $63K | Sell |
1,401
-52
| -4% | -$2.34K | 0.04% | 256 |
|
2018
Q4 | $72K | Buy |
1,453
+36
| +3% | +$1.78K | 0.05% | 218 |
|
2018
Q3 | $84K | Sell |
1,417
-42
| -3% | -$2.49K | 0.05% | 212 |
|
2018
Q2 | $77K | Buy |
1,459
+118
| +9% | +$6.23K | 0.05% | 235 |
|
2018
Q1 | $82K | Buy |
1,341
+77
| +6% | +$4.71K | 0.05% | 192 |
|
2017
Q4 | $75K | Buy |
+1,264
| New | +$75K | 0.06% | 195 |
|