Beaumont Financial 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 | $493K | Sell |
10,657
-843
| -7% | -$39K | 0.04% | 223 |
|
|
2025
Q1 | $701K | Sell |
11,500
-223
| -2% | -$13.6K | 0.06% | 183 |
|
|
2024
Q4 | $663K | Buy |
11,723
+98
| +0.8% | +$5.54K | 0.05% | 189 |
|
|
2024
Q3 | $601K | Sell |
11,625
-624
| -5% | -$32.3K | 0.05% | 191 |
|
|
2024
Q2 | $509K | Sell |
12,249
-7,181
| -37% | -$298K | 0.04% | 207 |
|
|
2024
Q1 | $1.05M | Sell |
19,430
-1,177
| -6% | -$63.8K | 0.09% | 142 |
|
|
2023
Q4 | $1.06M | Sell |
20,607
-4,238
| -17% | -$217K | 0.1% | 134 |
|
|
2023
Q3 | $1.44M | Sell |
24,845
-161
| -0.6% | -$9.35K | 0.14% | 100 |
|
|
2023
Q2 | $1.6M | Buy |
25,006
+467
| +2% | +$29.9K | 0.15% | 99 |
|
|
2023
Q1 | $1.7M | Sell |
24,539
-581
| -2% | -$40.3K | 0.17% | 88 |
|
|
2022
Q4 | $1.81M | Buy |
25,120
+31
| +0.1% | +$2.23K | 0.18% | 85 |
|
|
2022
Q3 | $1.78M | Sell |
25,089
-220
| -0.9% | -$15.6K | 0.17% | 82 |
|
|
2022
Q2 | $1.95M | Sell |
25,309
-912
| -3% | -$70.2K | 0.17% | 82 |
|
|
2022
Q1 | $1.92M | Sell |
26,221
-1,442
| -5% | -$105K | 0.15% | 111 |
|
|
2021
Q4 | $1.73M | Sell |
27,663
-1,770
| -6% | -$110K | 0.13% | 110 |
|
|
2021
Q3 | $1.74M | Sell |
29,433
-328
| -1% | -$19.4K | 0.13% | 108 |
|
|
2021
Q2 | $1.99M | Buy |
29,761
+71
| +0.2% | +$4.74K | 0.15% | 105 |
|
|
2021
Q1 | $1.87M | Sell |
29,690
-196
| -0.7% | -$12.4K | 0.16% | 100 |
|
|
2020
Q4 | $1.85M | Sell |
29,886
-2,369
| -7% | -$147K | 0.16% | 97 |
|
|
2020
Q3 | $1.95M | Sell |
32,255
-1,017
| -3% | -$61.3K | 0.19% | 97 |
|
|
2020
Q2 | $1.96M | Sell |
33,272
-1,003
| -3% | -$59K | 0.2% | 88 |
|
|
2020
Q1 | $1.91M | Sell |
34,275
-1,030
| -3% | -$57.4K | 0.24% | 71 |
|
|
2019
Q4 | $2.27M | Buy |
35,305
+15,395
| +77% | +$988K | 0.22% | 81 |
|
|
2019
Q3 | $1.01M | Buy |
19,910
+8,004
| +67% | +$406K | 0.1% | 123 |
|
|
2019
Q2 | $540K | Buy |
11,906
+1,610
| +16% | +$73K | 0.06% | 146 |
|
|
2019
Q1 | $491K | Sell |
10,296
-2,117
| -17% | -$101K | 0.05% | 155 |
|
|
2018
Q4 | $645K | Sell |
12,413
-175
| -1% | -$9.09K | 0.11% | 107 |
|
|
2018
Q3 | $781K | Buy |
12,588
+9
| +0.1% | +$558 | 0.08% | 113 |
|
|
2018
Q2 | $696K | Sell |
12,579
-438
| -3% | -$24.2K | 0.07% | 109 |
|
|
2018
Q1 | $823K | Buy |
13,017
+4,093
| +46% | +$259K | 0.09% | 105 |
|
|
2017
Q4 | $547K | Sell |
8,924
-174
| -2% | -$10.7K | 0.06% | 115 |
|
|
2017
Q3 | $580K | Sell |
9,098
-2,133
| -19% | -$136K | 0.07% | 110 |
|
|
2017
Q2 | $626K | Buy |
11,231
+3,769
| +51% | +$210K | 0.08% | 107 |
|
|
2017
Q1 | $406K | Sell |
7,462
-245
| -3% | -$13.3K | 0.06% | 132 |
|
|
2016
Q4 | $450K | Buy |
7,707
+9
| +0.1% | +$525 | 0.07% | 99 |
|
|
2016
Q3 | $415K | Buy |
7,698
+385
| +5% | +$20.8K | 0.07% | 108 |
|
|
2016
Q2 | $538K | Buy |
7,313
+1,232
| +20% | +$90.6K | 0.09% | 93 |
|
|
2016
Q1 | $392K | Sell |
6,081
-1,419
| -19% | -$91.5K | 0.06% | 99 |
|
|
2015
Q4 | $516K | Buy |
7,500
+1,413
| +23% | +$97.2K | 0.09% | 77 |
|
|
2015
Q3 | $405K | Hold |
6,087
| – | – | 0.06% | 95 |
|
|
2015
Q2 | $405K | Buy |
6,087
+6
| +0.1% | +$399 | 0.06% | 95 |
|
|
2015
Q1 | $392K | Buy |
6,081
+7
| +0.1% | +$451 | 0.01% | 117 |
|
|
2014
Q4 | $359K | Buy |
6,074
+125
| +2% | +$7.39K | 0.02% | 125 |
|
|
2014
Q3 | $304K | Hold |
5,949
| – | – | 0.02% | 139 |
|
|
2014
Q2 | $289K | Sell |
5,949
-207
| -3% | -$10.1K | 0.02% | 146 |
|
|
2014
Q1 | $320K | Sell |
6,156
-4,085
| -40% | -$212K | 0.03% | 114 |
|
|
2013
Q4 | $544K | Buy |
10,241
+975
| +11% | +$51.8K | 0.04% | 107 |
|
|
2013
Q3 | $429K | Buy |
9,266
+462
| +5% | +$21.4K | 0.04% | 113 |
|
|
2013
Q2 | $393K | Buy |
+8,804
| New | +$393K | 0.04% | 117 |
|