Benjamin Edwards Inc’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 | $5.19M | Sell |
112,044
-4,273
| -4% | -$198K | 0.07% | 270 |
|
|
2025
Q1 | $7.09M | Buy |
116,317
+410
| +0.4% | +$25K | 0.1% | 207 |
|
|
2024
Q4 | $6.56M | Buy |
115,907
+672
| +0.6% | +$38K | 0.09% | 225 |
|
|
2024
Q3 | $5.96M | Buy |
+115,235
| New | +$5.96M | 0.09% | 242 |
|
|
2024
Q2 | – | Sell |
-264
| Closed | -$14K | – | 723 |
|
|
2024
Q1 | $14K | Buy |
264
+168
| +175% | +$8.91K | ﹤0.01% | 609 |
|
|
2023
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $6K | Sell |
96
-4,493
| -98% | -$281K | ﹤0.01% | 596 |
|
|
2023
Q2 | $293K | Sell |
4,589
-2
| -0% | -$128 | 0.07% | 221 |
|
|
2023
Q1 | $318K | Buy |
4,591
+796
| +21% | +$55.1K | 0.08% | 216 |
|
|
2022
Q4 | $273K | Buy |
3,795
+285
| +8% | +$20.5K | 0.07% | 230 |
|
|
2022
Q3 | $250K | Sell |
3,510
-5,231
| -60% | -$373K | 0.08% | 223 |
|
|
2022
Q2 | $673K | Buy |
8,741
+5,169
| +145% | +$398K | 0.2% | 140 |
|
|
2022
Q1 | $261K | Buy |
3,572
+648
| +22% | +$47.3K | 0.08% | 246 |
|
|
2021
Q4 | $182K | Buy |
2,924
+1,944
| +198% | +$121K | 0.06% | 273 |
|
|
2021
Q3 | $58K | Buy |
980
+384
| +64% | +$22.7K | 0.04% | 283 |
|
|
2021
Q2 | $40K | Buy |
596
+45
| +8% | +$3.02K | 0.03% | 287 |
|
|
2021
Q1 | $35K | Buy |
551
+137
| +33% | +$8.7K | 0.03% | 270 |
|
|
2020
Q4 | $26K | Hold |
414
| – | – | 0.02% | 284 |
|
|
2020
Q3 | $25K | Buy |
414
+10
| +2% | +$604 | 0.02% | 268 |
|
|
2020
Q2 | $24K | Sell |
404
-180
| -31% | -$10.7K | 0.02% | 249 |
|
|
2020
Q1 | $33K | Sell |
584
-6
| -1% | -$339 | 0.03% | 196 |
|
|
2019
Q4 | $38K | Buy |
590
+144
| +32% | +$9.28K | 0.08% | 138 |
|
|
2019
Q3 | $23K | Buy |
446
+312
| +233% | +$16.1K | 0.05% | 157 |
|
|
2019
Q2 | $6K | Buy |
134
+53
| +65% | +$2.37K | 0.01% | 251 |
|
|
2019
Q1 | $4K | Buy |
+81
| New | +$4K | 0.02% | 249 |
|