Berger Financial Group’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 | $298K | Sell |
6,437
-1,293
| -17% | -$59.9K | 0.02% | 339 |
|
|
2025
Q1 | $471K | Sell |
7,730
-96,292
| -93% | -$5.87M | 0.03% | 265 |
|
|
2024
Q4 | $5.88M | Buy |
104,022
+1,498
| +1% | +$84.7K | 0.41% | 57 |
|
|
2024
Q3 | $5.3M | Buy |
102,524
+221
| +0.2% | +$11.4K | 0.38% | 63 |
|
|
2024
Q2 | $4.25M | Buy |
102,303
+328
| +0.3% | +$13.6K | 0.34% | 80 |
|
|
2024
Q1 | $5.53M | Buy |
101,975
+96,304
| +1,698% | +$5.22M | 0.46% | 56 |
|
|
2023
Q4 | $291K | Sell |
5,671
-783
| -12% | -$40.2K | 0.03% | 234 |
|
|
2023
Q3 | $375K | Sell |
6,454
-253
| -4% | -$14.7K | 0.04% | 180 |
|
|
2023
Q2 | $429K | Sell |
6,707
-70
| -1% | -$4.48K | 0.05% | 174 |
|
|
2023
Q1 | $470K | Buy |
6,777
+657
| +11% | +$45.5K | 0.06% | 162 |
|
|
2022
Q4 | $440K | Sell |
6,120
-105
| -2% | -$7.56K | 0.06% | 164 |
|
|
2022
Q3 | $443K | Buy |
6,225
+163
| +3% | +$11.6K | 0.07% | 151 |
|
|
2022
Q2 | $467K | Sell |
6,062
-136
| -2% | -$10.5K | 0.07% | 145 |
|
|
2022
Q1 | $453K | Sell |
6,198
-164
| -3% | -$12K | 0.06% | 155 |
|
|
2021
Q4 | $397K | Buy |
6,362
+2,564
| +68% | +$160K | 0.05% | 175 |
|
|
2021
Q3 | $225K | Buy |
3,798
+197
| +5% | +$11.7K | 0.04% | 191 |
|
|
2021
Q2 | $241K | Sell |
3,601
-415
| -10% | -$27.8K | 0.04% | 182 |
|
|
2021
Q1 | $254K | Sell |
4,016
-80
| -2% | -$5.06K | 0.06% | 164 |
|
|
2020
Q4 | $254K | Buy |
+4,096
| New | +$254K | 0.04% | 177 |
|