Avidian Wealth Enterprises’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 | $597K | Buy |
12,907
+2,233
| +21% | +$103K | 0.02% | 293 |
|
|
2025
Q1 | $651K | Sell |
10,674
-1,722
| -14% | -$105K | 0.03% | 262 |
|
|
2024
Q4 | $701K | Buy |
12,396
+301
| +2% | +$17K | 0.03% | 239 |
|
|
2024
Q3 | $626K | Sell |
12,095
-106
| -0.9% | -$5.49K | 0.03% | 256 |
|
|
2024
Q2 | $507K | Buy |
12,201
+5,832
| +92% | +$242K | 0.02% | 282 |
|
|
2024
Q1 | $345K | Buy |
6,369
+355
| +6% | +$19.3K | 0.02% | 326 |
|
|
2023
Q4 | $309K | Sell |
6,014
-1,862
| -24% | -$95.5K | 0.02% | 330 |
|
|
2023
Q3 | $457K | Sell |
7,876
-688
| -8% | -$39.9K | 0.03% | 271 |
|
|
2023
Q2 | $548K | Sell |
8,564
-442
| -5% | -$28.3K | 0.04% | 251 |
|
|
2023
Q1 | $624K | Buy |
9,006
+302
| +3% | +$20.9K | 0.03% | 261 |
|
|
2022
Q4 | $626K | Buy |
8,704
+2,103
| +32% | +$151K | 0.04% | 243 |
|
|
2022
Q3 | $469K | Sell |
6,601
-8,882
| -57% | -$631K | 0.03% | 247 |
|
|
2022
Q2 | $1.19M | Buy |
15,483
+781
| +5% | +$60.1K | 0.08% | 144 |
|
|
2022
Q1 | $1.07M | Sell |
14,702
-806
| -5% | -$58.9K | 0.07% | 179 |
|
|
2021
Q4 | $967K | Sell |
15,508
-29
| -0.2% | -$1.81K | 0.06% | 189 |
|
|
2021
Q3 | $919K | Buy |
15,537
+5,445
| +54% | +$322K | 0.07% | 137 |
|
|
2021
Q2 | $674K | Buy |
10,092
+10
| +0.1% | +$668 | 0.05% | 173 |
|
|
2021
Q1 | $636K | Sell |
10,082
-1,356
| -12% | -$85.5K | 0.05% | 171 |
|
|
2020
Q4 | $710K | Buy |
11,438
+218
| +2% | +$13.5K | 0.07% | 137 |
|
|
2020
Q3 | $676K | Sell |
11,220
-51
| -0.5% | -$3.07K | 0.08% | 129 |
|
|
2020
Q2 | $663K | Buy |
11,271
+2,426
| +27% | +$143K | 0.09% | 115 |
|
|
2020
Q1 | $493K | Sell |
8,845
-5,554
| -39% | -$310K | 0.08% | 106 |
|
|
2019
Q4 | $924K | Sell |
14,399
-2,837
| -16% | -$182K | 0.13% | 69 |
|
|
2019
Q3 | $874K | Buy |
17,236
+3,064
| +22% | +$155K | 0.14% | 64 |
|
|
2019
Q2 | $643K | Buy |
14,172
+168
| +1% | +$7.62K | 0.15% | 55 |
|
|
2019
Q1 | $668K | Buy |
+14,004
| New | +$668K | 0.15% | 53 |
|