Beacon Financial Advisory’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 | $912K | Buy |
19,693
+135
| +0.7% | +$6.25K | 0.24% | 117 |
|
|
2025
Q1 | $1.19M | Sell |
19,558
-911
| -4% | -$55.6K | 0.36% | 72 |
|
|
2024
Q4 | $1.16M | Sell |
20,469
-626
| -3% | -$35.4K | 0.38% | 68 |
|
|
2024
Q3 | $1.09M | Sell |
21,095
-364
| -2% | -$18.8K | 0.37% | 70 |
|
|
2024
Q2 | $891K | Buy |
21,459
+3,723
| +21% | +$155K | 0.33% | 87 |
|
|
2024
Q1 | $962K | Buy |
17,736
+4,290
| +32% | +$233K | 0.47% | 58 |
|
|
2023
Q4 | $690K | Sell |
13,446
-109
| -0.8% | -$5.59K | 0.33% | 92 |
|
|
2023
Q3 | $787K | Buy |
13,555
+426
| +3% | +$24.7K | 0.43% | 69 |
|
|
2023
Q2 | $840K | Buy |
13,129
+650
| +5% | +$41.6K | 0.48% | 63 |
|
|
2023
Q1 | $865K | Buy |
12,479
+812
| +7% | +$56.3K | 0.55% | 53 |
|
|
2022
Q4 | $839K | Buy |
11,667
+514
| +5% | +$37K | 0.6% | 48 |
|
|
2022
Q3 | $793K | Sell |
11,153
-70
| -0.6% | -$4.98K | 0.57% | 49 |
|
|
2022
Q2 | $864K | Buy |
11,223
+843
| +8% | +$64.9K | 0.49% | 58 |
|
|
2022
Q1 | $758K | Buy |
10,380
+116
| +1% | +$8.47K | 0.36% | 87 |
|
|
2021
Q4 | $640K | Sell |
10,264
-171
| -2% | -$10.7K | 0.3% | 105 |
|
|
2021
Q3 | $617K | Buy |
10,435
+14
| +0.1% | +$828 | 0.32% | 102 |
|
|
2021
Q2 | $696K | Sell |
10,421
-385
| -4% | -$25.7K | 0.37% | 89 |
|
|
2021
Q1 | $682K | Buy |
10,806
+3,076
| +40% | +$194K | 0.39% | 90 |
|
|
2020
Q4 | $479K | Buy |
7,730
+161
| +2% | +$9.98K | 0.31% | 104 |
|
|
2020
Q3 | $456K | Buy |
7,569
+423
| +6% | +$25.5K | 0.4% | 81 |
|
|
2020
Q2 | $420K | Buy |
7,146
+440
| +7% | +$25.9K | 0.46% | 68 |
|
|
2020
Q1 | $373K | Buy |
+6,706
| New | +$373K | 0.47% | 69 |
|