Benedict 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 | $3.08M | Buy |
66,577
+10
| +0% | +$463 | 0.7% | 50 |
|
2025
Q1 | $4.06M | Buy |
66,567
+444
| +0.7% | +$27.1K | 0.94% | 36 |
|
2024
Q4 | $3.74M | Buy |
66,123
+817
| +1% | +$46.2K | 0.91% | 40 |
|
2024
Q3 | $3.38M | Sell |
65,306
-6,630
| -9% | -$343K | 0.8% | 48 |
|
2024
Q2 | $2.99M | Sell |
71,936
-3,345
| -4% | -$139K | 0.76% | 50 |
|
2024
Q1 | $4.08M | Buy |
75,281
+1,484
| +2% | +$80.5K | 1.04% | 34 |
|
2023
Q4 | $3.79M | Sell |
73,797
-142
| -0.2% | -$7.29K | 1.03% | 35 |
|
2023
Q3 | $4.29M | Buy |
73,939
+1,344
| +2% | +$78K | 1.24% | 27 |
|
2023
Q2 | $4.64M | Buy |
72,595
+1,461
| +2% | +$93.4K | 1.28% | 24 |
|
2023
Q1 | $4.93M | Buy |
71,134
+1,967
| +3% | +$136K | 1.39% | 22 |
|
2022
Q4 | $4.98M | Buy |
69,167
+1,109
| +2% | +$79.8K | 1.48% | 20 |
|
2022
Q3 | $4.84M | Buy |
68,058
+570
| +0.8% | +$40.5K | 1.55% | 19 |
|
2022
Q2 | $5.2M | Buy |
67,488
+1,789
| +3% | +$138K | 1.54% | 19 |
|
2022
Q1 | $4.8M | Buy |
65,699
+2,528
| +4% | +$185K | 1.28% | 25 |
|
2021
Q4 | $3.94M | Buy |
63,171
+3,211
| +5% | +$200K | 1.03% | 37 |
|
2021
Q3 | $3.55M | Buy |
59,960
+2,002
| +3% | +$118K | 0.99% | 39 |
|
2021
Q2 | $3.87M | Buy |
57,958
+2,509
| +5% | +$168K | 1.08% | 34 |
|
2021
Q1 | $3.5M | Buy |
55,449
+2,904
| +6% | +$183K | 1.01% | 34 |
|
2020
Q4 | $3.26M | Buy |
52,545
+4,252
| +9% | +$264K | 1.17% | 29 |
|
2020
Q3 | $2.91M | Buy |
48,293
+4,229
| +10% | +$255K | 1.12% | 33 |
|
2020
Q2 | $2.59M | Buy |
44,064
+510
| +1% | +$30K | 1.07% | 35 |
|
2020
Q1 | $2.43M | Buy |
43,554
+844
| +2% | +$47.1K | 1.14% | 33 |
|
2019
Q4 | $2.74M | Buy |
42,710
+2,853
| +7% | +$183K | 1.07% | 39 |
|
2019
Q3 | $2.02M | Buy |
39,857
+3,082
| +8% | +$156K | 0.83% | 48 |
|
2019
Q2 | $1.67M | Buy |
36,775
+7,650
| +26% | +$347K | 0.7% | 51 |
|
2019
Q1 | $1.39M | Buy |
29,125
+2,442
| +9% | +$117K | 0.6% | 56 |
|
2018
Q4 | $1.39M | Buy |
26,683
+1,435
| +6% | +$74.6K | 0.68% | 52 |
|
2018
Q3 | $1.57M | Buy |
25,248
+974
| +4% | +$60.5K | 0.7% | 51 |
|
2018
Q2 | $1.34M | Buy |
24,274
+3,771
| +18% | +$209K | 0.66% | 53 |
|
2018
Q1 | $1.3M | Buy |
20,503
+3,752
| +22% | +$237K | 0.65% | 50 |
|
2017
Q4 | $1.03M | Buy |
16,751
+10,166
| +154% | +$623K | 0.49% | 64 |
|
2017
Q3 | $420K | Buy |
+6,585
| New | +$420K | 0.22% | 81 |
|