Avion Wealth’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 | $9K | Sell |
202
-5
| -2% | -$223 | ﹤0.01% | 490 |
|
|
2025
Q1 | $11K | Hold |
207
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $11K | Buy |
207
+36
| +21% | +$1.91K | ﹤0.01% | 366 |
|
|
2024
Q3 | $8K | Sell |
171
-3,354
| -95% | -$157K | ﹤0.01% | 403 |
|
|
2024
Q2 | $146K | Sell |
3,525
-24
| -0.7% | -$994 | 0.04% | 87 |
|
|
2024
Q1 | $193K | Sell |
3,549
-751
| -17% | -$40.8K | 0.05% | 78 |
|
|
2023
Q4 | $221K | Buy |
4,300
+33
| +0.8% | +$1.7K | 0.06% | 70 |
|
|
2023
Q3 | $247K | Sell |
4,267
-798
| -16% | -$46.2K | 0.07% | 62 |
|
|
2023
Q2 | $323K | Buy |
5,065
+83
| +2% | +$5.29K | 0.08% | 55 |
|
|
2023
Q1 | $358K | Sell |
4,982
-100
| -2% | -$7.19K | 0.1% | 50 |
|
|
2022
Q4 | $361K | Hold |
5,082
| – | – | 0.11% | 47 |
|
|
2022
Q3 | $361K | Hold |
5,082
| – | – | 0.11% | 47 |
|
|
2022
Q2 | $391K | Hold |
5,082
| – | – | 0.12% | 46 |
|
|
2022
Q1 | $371K | Hold |
5,082
| – | – | 0.11% | 44 |
|
|
2021
Q4 | $317K | Hold |
5,082
| – | – | 0.09% | 46 |
|
|
2021
Q3 | $301K | Hold |
5,082
| – | – | 0.09% | 40 |
|
|
2021
Q2 | $340K | Hold |
5,082
| – | – | 0.1% | 38 |
|
|
2021
Q1 | $321K | Hold |
5,082
| – | – | 0.11% | 35 |
|
|
2020
Q4 | $315K | Hold |
5,082
| – | – | 0.1% | 37 |
|
|
2020
Q3 | $306K | Hold |
5,082
| – | – | 0.1% | 34 |
|
|
2020
Q2 | $299K | Hold |
5,082
| – | – | 0.1% | 34 |
|
|
2020
Q1 | $283K | Buy |
5,082
+100
| +2% | +$5.57K | 0.12% | 32 |
|
|
2019
Q4 | $320K | Hold |
4,982
| – | – | 0.29% | 34 |
|
|
2019
Q3 | $253K | Buy |
+4,982
| New | +$253K | 0.24% | 37 |
|