Bard Financial Services’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 | $1.91M | Buy |
41,310
+245
| +0.6% | +$11.3K | 0.23% | 85 |
|
|
2025
Q1 | $2.5M | Buy |
41,065
+1,665
| +4% | +$102K | 0.31% | 75 |
|
|
2024
Q4 | $2.23M | Sell |
39,400
-775
| -2% | -$43.8K | 0.27% | 82 |
|
|
2024
Q3 | $2.08M | Sell |
40,175
-10,465
| -21% | -$541K | 0.25% | 84 |
|
|
2024
Q2 | $2.1M | Sell |
50,640
-6,625
| -12% | -$275K | 0.22% | 85 |
|
|
2024
Q1 | $3.11M | Sell |
57,265
-5,000
| -8% | -$271K | 0.33% | 70 |
|
|
2023
Q4 | $3.19M | Sell |
62,265
-3,070
| -5% | -$158K | 0.36% | 64 |
|
|
2023
Q3 | $3.79M | Buy |
65,335
+350
| +0.5% | +$20.3K | 0.47% | 55 |
|
|
2023
Q2 | $4.16M | Hold |
64,985
| – | – | 0.31% | 75 |
|
|
2023
Q1 | $4.5M | Sell |
64,985
-75
| -0.1% | -$5.2K | 0.36% | 72 |
|
|
2022
Q4 | $4.68M | Sell |
65,060
-825
| -1% | -$59.4K | 0.4% | 63 |
|
|
2022
Q3 | $4.68M | Sell |
65,885
-700
| -1% | -$49.8K | 0.44% | 55 |
|
|
2022
Q2 | $5.13M | Sell |
66,585
-500
| -0.7% | -$38.5K | 0.47% | 52 |
|
|
2022
Q1 | $4.9M | Buy |
67,085
+530
| +0.8% | +$38.7K | 0.4% | 62 |
|
|
2021
Q4 | $4.15M | Sell |
66,555
-150
| -0.2% | -$9.35K | 0.33% | 71 |
|
|
2021
Q3 | $3.95M | Buy |
66,705
+355
| +0.5% | +$21K | 0.35% | 74 |
|
|
2021
Q2 | $4.43M | Sell |
66,350
-250
| -0.4% | -$16.7K | 0.39% | 65 |
|
|
2021
Q1 | $4.2M | Buy |
66,600
+4,325
| +7% | +$273K | 0.41% | 69 |
|
|
2020
Q4 | $3.86M | Buy |
+62,275
| New | +$3.86M | 0.39% | 69 |
|