Baker Tilly Wealth Management’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 | $273K | Sell |
5,894
-1,062
| -15% | -$49.2K | 0.1% | 195 |
|
|
2025
Q1 | $424K | Buy |
6,956
+911
| +15% | +$55.6K | 0.17% | 134 |
|
|
2024
Q4 | $342K | Buy |
6,045
+155
| +3% | +$8.77K | 0.13% | 172 |
|
|
2024
Q3 | $305K | Sell |
5,890
-2,273
| -28% | -$118K | 0.13% | 178 |
|
|
2024
Q2 | $339K | Sell |
8,163
-9,201
| -53% | -$382K | 0.14% | 176 |
|
|
2024
Q1 | $942K | Sell |
17,364
-13
| -0.1% | -$705 | 0.17% | 131 |
|
|
2023
Q4 | $892K | Sell |
17,377
-1,377
| -7% | -$70.7K | 0.15% | 149 |
|
|
2023
Q3 | $1.09M | Sell |
18,754
-1,397
| -7% | -$81.1K | 0.18% | 118 |
|
|
2023
Q2 | $1.29M | Buy |
20,151
+1,082
| +6% | +$69.2K | 0.14% | 165 |
|
|
2023
Q1 | $1.32M | Buy |
19,069
+75
| +0.4% | +$5.2K | 0.15% | 150 |
|
|
2022
Q4 | $1.37M | Buy |
18,994
+1,649
| +10% | +$119K | 0.17% | 142 |
|
|
2022
Q3 | $1.23M | Sell |
17,345
-1,080
| -6% | -$76.8K | 0.17% | 125 |
|
|
2022
Q2 | $1.42M | Sell |
18,425
-486
| -3% | -$37.4K | 0.19% | 118 |
|
|
2022
Q1 | $1.38M | Buy |
18,911
+2,234
| +13% | +$163K | 0.15% | 138 |
|
|
2021
Q4 | $1.04M | Buy |
16,677
+599
| +4% | +$37.4K | 0.11% | 187 |
|
|
2021
Q3 | $951K | Buy |
16,078
+2,080
| +15% | +$123K | 0.13% | 176 |
|
|
2021
Q2 | $935K | Buy |
13,998
+1,562
| +13% | +$104K | 0.15% | 156 |
|
|
2021
Q1 | $785K | Buy |
12,436
+2,410
| +24% | +$152K | 0.16% | 164 |
|
|
2020
Q4 | $622K | Buy |
+10,026
| New | +$622K | 0.19% | 124 |
|