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Aviance Capital Partners’s Bristol-Myers Squibb BMY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
36,036
-668
-2% -$30.9K 0.22% 109
2025
Q1
$2.24M Buy
36,704
+686
+2% +$41.8K 0.31% 78
2024
Q4
$2.04M Buy
36,018
+1,605
+5% +$90.8K 0.28% 82
2024
Q3
$1.78M Sell
34,413
-59,719
-63% -$3.09M 0.23% 103
2024
Q2
$3.91M Sell
94,132
-2,362
-2% -$98.1K 0.56% 45
2024
Q1
$5.23M Buy
96,494
+17,396
+22% +$943K 0.78% 31
2023
Q4
$4.06M Sell
79,098
-3,555
-4% -$182K 0.87% 30
2023
Q3
$4.8M Sell
82,653
-1,574
-2% -$91.4K 1.08% 22
2023
Q2
$5.39M Buy
84,227
+5,366
+7% +$343K 1.14% 17
2023
Q1
$5.47M Buy
78,861
+528
+0.7% +$36.6K 1.22% 14
2022
Q4
$5.64M Sell
78,333
-315
-0.4% -$22.7K 1.31% 15
2022
Q3
$5.59M Sell
78,648
-14,148
-15% -$1.01M 1.39% 5
2022
Q2
$7.15M Buy
92,796
+3,250
+4% +$250K 1.59% 5
2022
Q1
$6.54M Buy
89,546
+3,392
+4% +$248K 1.2% 14
2021
Q4
$5.37M Sell
86,154
-3,064
-3% -$191K 0.9% 31
2021
Q3
$5.28M Buy
89,218
+9,576
+12% +$567K 0.93% 29
2021
Q2
$5.32M Buy
79,642
+7,457
+10% +$498K 0.93% 27
2021
Q1
$4.56M Sell
72,185
-321
-0.4% -$20.3K 0.88% 28
2020
Q4
$4.5M Buy
72,506
+2,252
+3% +$140K 0.91% 23
2020
Q3
$4.24M Buy
70,254
+2,628
+4% +$158K 0.95% 23
2020
Q2
$3.98M Buy
67,626
+4,314
+7% +$254K 0.98% 21
2020
Q1
$3.53M Buy
63,312
+13,744
+28% +$766K 1.11% 16
2019
Q4
$3.18M Buy
49,568
+15,495
+45% +$995K 0.81% 23
2019
Q3
$1.73M Buy
34,073
+5,732
+20% +$291K 0.51% 51
2019
Q2
$1.29M Buy
28,341
+2,279
+9% +$103K 0.35% 89
2019
Q1
$1.24M Buy
26,062
+11,550
+80% +$551K 0.36% 81
2018
Q4
$754K Buy
14,512
+166
+1% +$8.63K 0.27% 108
2018
Q3
$891K Sell
14,346
-1,220
-8% -$75.8K 0.22% 122
2018
Q2
$861K Buy
15,566
+70
+0.5% +$3.87K 0.25% 115
2018
Q1
$980K Sell
15,496
-100
-0.6% -$6.32K 0.3% 97
2017
Q4
$956K Buy
15,596
+300
+2% +$18.4K 0.32% 91
2017
Q3
$975K Sell
15,296
-800
-5% -$51K 0.33% 87
2017
Q2
$897K Sell
16,096
-300
-2% -$16.7K 0.29% 99
2017
Q1
$892K Hold
16,396
0.33% 96
2016
Q4
$958K Sell
16,396
-5,400
-25% -$316K 0.34% 82
2016
Q3
$1.18M Sell
21,796
-1,160
-5% -$62.5K 0.42% 69
2016
Q2
$1.69M Buy
22,956
+440
+2% +$32.4K 0.62% 47
2016
Q1
$1.44M Sell
22,516
-1,500
-6% -$95.8K 0.5% 50
2015
Q4
$1.65M Sell
24,016
-240
-1% -$16.5K 0.57% 42
2015
Q3
$1.44M Hold
24,256
0.59% 48
2015
Q2
$1.61M Sell
24,256
-1,400
-5% -$93.2K 0.6% 42
2015
Q1
$1.66M Sell
25,656
-1,600
-6% -$103K 0.61% 43
2014
Q4
$1.61M Sell
27,256
-300
-1% -$17.7K 0.6% 40
2014
Q3
$1.41M Sell
27,556
-1,300
-5% -$66.5K 0.53% 47
2014
Q2
$1.4M Buy
28,856
+1,056
+4% +$51.2K 0.55% 46
2014
Q1
$1.44M Sell
27,800
-1,900
-6% -$98.7K 0.61% 41
2013
Q4
$1.58M Sell
29,700
-1,346
-4% -$71.6K 0.67% 36
2013
Q3
$1.44M Sell
31,046
-2,758
-8% -$128K 0.67% 35
2013
Q2
$1.51M Buy
+33,804
New +$1.51M 0.82% 34