Beacon Pointe 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 | $9.22M | Sell |
199,160
-9,740
| -5% | -$451K | 0.1% | 193 |
|
|
2025
Q1 | $12.7M | Buy |
208,900
+1,579
| +0.8% | +$96.3K | 0.14% | 145 |
|
|
2024
Q4 | $11.7M | Sell |
207,321
-7,300
| -3% | -$413K | 0.13% | 150 |
|
|
2024
Q3 | $11.1M | Sell |
214,621
-13,675
| -6% | -$708K | 0.13% | 154 |
|
|
2024
Q2 | $9.48M | Sell |
228,296
-46,875
| -17% | -$1.95M | 0.11% | 164 |
|
|
2024
Q1 | $14.9M | Sell |
275,171
-35,770
| -12% | -$1.94M | 0.17% | 134 |
|
|
2023
Q4 | $16M | Sell |
310,941
-59,517
| -16% | -$3.05M | 0.19% | 124 |
|
|
2023
Q3 | $21.5M | Buy |
370,458
+71,812
| +24% | +$4.17M | 0.27% | 88 |
|
|
2023
Q2 | $19.1M | Sell |
298,646
-57,969
| -16% | -$3.71M | 0.31% | 74 |
|
|
2023
Q1 | $24.7M | Buy |
356,615
+28,789
| +9% | +$2M | 0.42% | 53 |
|
|
2022
Q4 | $23.6M | Buy |
327,826
+10,664
| +3% | +$767K | 0.46% | 52 |
|
|
2022
Q3 | $22.5M | Buy |
317,162
+8,956
| +3% | +$637K | 0.5% | 43 |
|
|
2022
Q2 | $23.7M | Sell |
308,206
-1,339
| -0.4% | -$103K | 0.5% | 43 |
|
|
2022
Q1 | $22.6M | Buy |
309,545
+89,500
| +41% | +$6.54M | 0.31% | 75 |
|
|
2021
Q4 | $13.7M | Sell |
220,045
-79,168
| -26% | -$4.94M | 0.36% | 67 |
|
|
2021
Q3 | $17.7M | Buy |
299,213
+149,546
| +100% | +$8.85M | 0.44% | 55 |
|
|
2021
Q2 | $10M | Buy |
149,667
+129,164
| +630% | +$8.63M | 0.35% | 67 |
|
|
2021
Q1 | $1.29M | Sell |
20,503
-6,142
| -23% | -$387K | 0.08% | 188 |
|
|
2020
Q4 | $1.65M | Buy |
26,645
+4,072
| +18% | +$253K | 0.11% | 146 |
|
|
2020
Q3 | $1.36M | Buy |
22,573
+2,760
| +14% | +$166K | 0.13% | 137 |
|
|
2020
Q2 | $1.17M | Buy |
19,813
+5,846
| +42% | +$345K | 0.12% | 147 |
|
|
2020
Q1 | $781K | Buy |
13,967
+5,696
| +69% | +$319K | 0.12% | 143 |
|
|
2019
Q4 | $529K | Buy |
8,271
+2,827
| +52% | +$181K | 0.16% | 124 |
|
|
2019
Q3 | $276K | Sell |
5,444
-2,689
| -33% | -$136K | 0.12% | 138 |
|
|
2019
Q2 | $368K | Buy |
8,133
+947
| +13% | +$42.9K | 0.13% | 142 |
|
|
2019
Q1 | $343K | Sell |
7,186
-16
| -0.2% | -$764 | 0.13% | 141 |
|
|
2018
Q4 | $374K | Buy |
+7,202
| New | +$374K | 0.23% | 109 |
|