Benchmark Financial Wealth 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 | $1.13M | Buy |
24,500
+1,934
| +9% | +$89.5K | 0.38% | 41 |
|
|
2025
Q1 | $1.38M | Buy |
22,566
+1,823
| +9% | +$111K | 0.52% | 30 |
|
|
2024
Q4 | $1.17M | Buy |
20,743
+1,193
| +6% | +$67.5K | 0.38% | 36 |
|
|
2024
Q3 | $1.01M | Buy |
19,550
+933
| +5% | +$48.3K | 0.34% | 35 |
|
|
2024
Q2 | $773K | Buy |
18,617
+2,089
| +13% | +$86.8K | 0.29% | 37 |
|
|
2024
Q1 | $896K | Buy |
16,528
+1,284
| +8% | +$69.6K | 0.34% | 33 |
|
|
2023
Q4 | $782K | Sell |
15,244
-745
| -5% | -$38.2K | 0.34% | 34 |
|
|
2023
Q3 | $928K | Buy |
15,989
+536
| +3% | +$31.1K | 0.44% | 29 |
|
|
2023
Q2 | $988K | Buy |
15,453
+542
| +4% | +$34.7K | 0.46% | 25 |
|
|
2023
Q1 | $1.03M | Buy |
14,911
+20
| +0.1% | +$1.39K | 0.53% | 24 |
|
|
2022
Q4 | $1.07M | Sell |
14,891
-291
| -2% | -$20.9K | 0.58% | 24 |
|
|
2022
Q3 | $1.08M | Buy |
15,182
+619
| +4% | +$44K | 0.63% | 25 |
|
|
2022
Q2 | $1.12M | Buy |
14,563
+101
| +0.7% | +$7.78K | 0.57% | 26 |
|
|
2022
Q1 | $1.06M | Sell |
14,462
-4
| -0% | -$292 | 0.45% | 28 |
|
|
2021
Q4 | $902K | Buy |
14,466
+172
| +1% | +$10.7K | 0.38% | 31 |
|
|
2021
Q3 | $846K | Buy |
14,294
+16
| +0.1% | +$947 | 0.4% | 29 |
|
|
2021
Q2 | $954K | Buy |
14,278
+65
| +0.5% | +$4.34K | 0.46% | 31 |
|
|
2021
Q1 | $897K | Sell |
14,213
-486
| -3% | -$30.7K | 0.49% | 28 |
|
|
2020
Q4 | $912K | Buy |
14,699
+20
| +0.1% | +$1.24K | 0.5% | 28 |
|
|
2020
Q3 | $885K | Buy |
+14,679
| New | +$885K | 0.57% | 26 |
|