Beacon Investment Advisory 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 | $373K | Hold |
8,063
| – | – | 0.02% | 194 |
|
|
2025
Q1 | $492K | Buy |
8,063
+212
| +3% | +$12.9K | 0.02% | 166 |
|
|
2024
Q4 | $444K | Sell |
7,851
-300
| -4% | -$17K | 0.02% | 177 |
|
|
2024
Q3 | $422K | Sell |
8,151
-1,500
| -16% | -$77.6K | 0.02% | 188 |
|
|
2024
Q2 | $401K | Sell |
9,651
-249
| -3% | -$10.3K | 0.02% | 191 |
|
|
2024
Q1 | $537K | Sell |
9,900
-3,287
| -25% | -$178K | 0.02% | 173 |
|
|
2023
Q4 | $677K | Sell |
13,187
-7,983
| -38% | -$410K | 0.03% | 161 |
|
|
2023
Q3 | $1.23M | Sell |
21,170
-600
| -3% | -$34.8K | 0.06% | 139 |
|
|
2023
Q2 | $1.39M | Sell |
21,770
-4,625
| -18% | -$296K | 0.06% | 142 |
|
|
2023
Q1 | $1.83M | Sell |
26,395
-115
| -0.4% | -$7.97K | 0.09% | 127 |
|
|
2022
Q4 | $1.91M | Sell |
26,510
-717
| -3% | -$51.6K | 0.1% | 123 |
|
|
2022
Q3 | $1.94M | Buy |
27,227
+242
| +0.9% | +$17.2K | 0.11% | 121 |
|
|
2022
Q2 | $2.08M | Buy |
26,985
+55
| +0.2% | +$4.24K | 0.11% | 126 |
|
|
2022
Q1 | $1.97M | Sell |
26,930
-694
| -3% | -$50.7K | 0.08% | 128 |
|
|
2021
Q4 | $1.72M | Sell |
27,624
-3,176
| -10% | -$198K | 0.07% | 141 |
|
|
2021
Q3 | $1.82M | Sell |
30,800
-3,265
| -10% | -$193K | 0.08% | 140 |
|
|
2021
Q2 | $2.28M | Sell |
34,065
-1,396
| -4% | -$93.3K | 0.09% | 131 |
|
|
2021
Q1 | $2.24M | Buy |
35,461
+1,000
| +3% | +$63.1K | 0.1% | 132 |
|
|
2020
Q4 | $2.14M | Buy |
34,461
+395
| +1% | +$24.5K | 0.1% | 132 |
|
|
2020
Q3 | $2.05M | Buy |
34,066
+102
| +0.3% | +$6.15K | 0.11% | 124 |
|
|
2020
Q2 | $2M | Sell |
33,964
-74
| -0.2% | -$4.35K | 0.11% | 123 |
|
|
2020
Q1 | $1.9M | Buy |
34,038
+252
| +0.7% | +$14K | 0.13% | 114 |
|
|
2019
Q4 | $2.17M | Buy |
33,786
+21,453
| +174% | +$1.38M | 0.12% | 125 |
|
|
2019
Q3 | $625K | Sell |
12,333
-1,400
| -10% | -$70.9K | 0.06% | 140 |
|
|
2019
Q2 | $623K | Sell |
13,733
-17,551
| -56% | -$796K | 0.07% | 126 |
|
|
2019
Q1 | $1.49M | Sell |
31,284
-24,665
| -44% | -$1.18M | 0.16% | 95 |
|
|
2018
Q4 | $2.91M | Sell |
55,949
-2,998
| -5% | -$156K | 0.32% | 74 |
|
|
2018
Q3 | $3.66M | Sell |
58,947
-5,746
| -9% | -$357K | 0.36% | 70 |
|
|
2018
Q2 | $3.58M | Sell |
64,693
-2,638
| -4% | -$146K | 0.36% | 72 |
|
|
2018
Q1 | $4.26M | Buy |
67,331
+18,231
| +37% | +$1.15M | 0.44% | 64 |
|
|
2017
Q4 | $3.01M | Sell |
49,100
-3,092
| -6% | -$189K | 0.32% | 84 |
|
|
2017
Q3 | $3.33M | Buy |
+52,192
| New | +$3.33M | 0.29% | 89 |
|
|
2016
Q3 | – | Sell |
-3,646
| Closed | -$268K | – | 71 |
|
|
2016
Q2 | $268K | Buy |
3,646
+73
| +2% | +$5.37K | 0.06% | 57 |
|
|
2016
Q1 | $228K | Hold |
3,573
| – | – | 0.05% | 57 |
|
|
2015
Q4 | $246K | Sell |
3,573
-500
| -12% | -$34.4K | 0.05% | 53 |
|
|
2015
Q3 | $241K | Buy |
+4,073
| New | +$241K | 0.04% | 53 |
|