Badgley Phelps Wealth Managers’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 | $1.07M | Sell |
23,153
-740
| -3% | -$34.3K | 0.02% | 173 |
|
|
2025
Q1 | $1.46M | Sell |
23,893
-612
| -2% | -$37.3K | 0.04% | 162 |
|
|
2024
Q4 | $1.39M | Buy |
24,505
+1,283
| +6% | +$72.6K | 0.03% | 161 |
|
|
2024
Q3 | $1.2M | Sell |
23,222
-643
| -3% | -$33.3K | 0.03% | 162 |
|
|
2024
Q2 | $991K | Sell |
23,865
-1,700
| -7% | -$70.6K | 0.02% | 167 |
|
|
2024
Q1 | $1.39M | Sell |
25,565
-4,366
| -15% | -$237K | 0.03% | 153 |
|
|
2023
Q4 | $1.54M | Sell |
29,931
-250,919
| -89% | -$12.9M | 0.04% | 144 |
|
|
2023
Q3 | $16.3M | Buy |
280,850
+1,923
| +0.7% | +$112K | 0.56% | 62 |
|
|
2023
Q2 | $17.8M | Buy |
278,927
+8,318
| +3% | +$532K | 0.59% | 56 |
|
|
2023
Q1 | $18.8M | Buy |
270,609
+5,633
| +2% | +$390K | 0.69% | 48 |
|
|
2022
Q4 | $19.1M | Buy |
264,976
+5,366
| +2% | +$386K | 0.76% | 41 |
|
|
2022
Q3 | $18.5M | Buy |
259,610
+3,148
| +1% | +$224K | 0.79% | 39 |
|
|
2022
Q2 | $19.7M | Sell |
256,462
-91
| -0% | -$7.01K | 0.81% | 40 |
|
|
2022
Q1 | $18.7M | Buy |
256,553
+249,611
| +3,596% | +$18.2M | 0.65% | 50 |
|
|
2021
Q4 | $433K | Sell |
6,942
-218
| -3% | -$13.6K | 0.01% | 166 |
|
|
2021
Q3 | $424K | Buy |
+7,160
| New | +$424K | 0.02% | 164 |
|