Barry Investment Advisors’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 | – | Sell |
-9,062
| Closed | -$553K | – | 105 |
|
|
2025
Q1 | $553K | Buy |
9,062
+52
| +0.6% | +$3.17K | 0.15% | 65 |
|
|
2024
Q4 | $510K | Sell |
9,010
-1,612
| -15% | -$91.2K | 0.16% | 68 |
|
|
2024
Q3 | $550K | Sell |
10,622
-3,524
| -25% | -$182K | 0.17% | 64 |
|
|
2024
Q2 | $587K | Buy |
14,146
+2,794
| +25% | +$116K | 0.2% | 65 |
|
|
2024
Q1 | $616K | Sell |
11,352
-315
| -3% | -$17.1K | 0.21% | 61 |
|
|
2023
Q4 | $599K | Sell |
11,667
-118
| -1% | -$6.06K | 0.2% | 58 |
|
|
2023
Q3 | $684K | Buy |
11,785
+19
| +0.2% | +$1.1K | 0.25% | 58 |
|
|
2023
Q2 | $752K | Sell |
11,766
-751
| -6% | -$48K | 0.25% | 60 |
|
|
2023
Q1 | $868K | Sell |
12,517
-156
| -1% | -$10.8K | 0.28% | 54 |
|
|
2022
Q4 | $912K | Sell |
12,673
-459
| -3% | -$33K | 0.29% | 54 |
|
|
2022
Q3 | $934K | Sell |
13,132
-53
| -0.4% | -$3.77K | 0.32% | 46 |
|
|
2022
Q2 | $1.02M | Sell |
13,185
-246
| -2% | -$18.9K | 0.3% | 50 |
|
|
2022
Q1 | $981K | Sell |
13,431
-159
| -1% | -$11.6K | 0.26% | 55 |
|
|
2021
Q4 | $847K | Buy |
13,590
+1,791
| +15% | +$112K | 0.22% | 56 |
|
|
2021
Q3 | $698K | Buy |
11,799
+463
| +4% | +$27.4K | 0.19% | 56 |
|
|
2021
Q2 | $757K | Buy |
11,336
+2,006
| +22% | +$134K | 0.2% | 59 |
|
|
2021
Q1 | $589K | Buy |
9,330
+2,352
| +34% | +$148K | 0.16% | 65 |
|
|
2020
Q4 | $433K | Buy |
+6,978
| New | +$433K | 0.13% | 70 |
|