Bison Wealth’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $327K | Sell |
5,784
-1,845
| -24% | -$104K | 0.07% | 215 |
|
|
2024
Q3 | $395K | Sell |
7,629
-423
| -5% | -$21.9K | 0.06% | 273 |
|
|
2024
Q2 | $437K | Hold |
8,052
| – | – | 0.07% | 265 |
|
|
2024
Q1 | $437K | Buy |
8,052
+303
| +4% | +$16.4K | 0.07% | 265 |
|
|
2023
Q4 | $398K | Buy |
7,749
+1,381
| +22% | +$70.9K | 0.07% | 270 |
|
|
2023
Q3 | $370K | Sell |
6,368
-1,148
| -15% | -$66.6K | 0.07% | 272 |
|
|
2023
Q2 | $481K | Buy |
7,516
+3,106
| +70% | +$199K | 0.09% | 222 |
|
|
2023
Q1 | $305K | Hold |
4,410
| – | – | 0.09% | 195 |
|
|
2022
Q4 | $318K | Sell |
4,410
-376
| -8% | -$27.1K | 0.1% | 202 |
|
|
2022
Q3 | $340K | Buy |
4,786
+339
| +8% | +$24.1K | 0.13% | 188 |
|
|
2022
Q2 | $342K | Sell |
4,447
-39
| -0.9% | -$3K | 0.2% | 132 |
|
|
2022
Q1 | $328K | Sell |
4,486
-167
| -4% | -$12.2K | 0.17% | 149 |
|
|
2021
Q4 | $290K | Buy |
4,653
+214
| +5% | +$13.3K | 0.17% | 141 |
|
|
2021
Q3 | $263K | Sell |
4,439
-268
| -6% | -$15.9K | 0.12% | 194 |
|
|
2021
Q2 | $315K | Buy |
4,707
+427
| +10% | +$28.6K | 0.14% | 178 |
|
|
2021
Q1 | $270K | Sell |
4,280
-1,730
| -29% | -$109K | 0.12% | 192 |
|
|
2020
Q4 | $373K | Buy |
6,010
+127
| +2% | +$7.88K | 0.17% | 147 |
|
|
2020
Q3 | $355K | Sell |
5,883
-273
| -4% | -$16.5K | 0.21% | 118 |
|
|
2020
Q2 | $362K | Sell |
6,156
-4,584
| -43% | -$270K | 0.23% | 110 |
|
|
2020
Q1 | $599K | Sell |
10,740
-18,514
| -63% | -$1.03M | 0.43% | 62 |
|
|
2019
Q4 | $1.88M | Sell |
29,254
-1,107
| -4% | -$71.1K | 0.9% | 28 |
|
|
2019
Q3 | $1.54M | Sell |
30,361
-17
| -0.1% | -$862 | 0.86% | 33 |
|
|
2019
Q2 | $1.38M | Buy |
30,378
+20,807
| +217% | +$944K | 0.8% | 33 |
|
|
2019
Q1 | $457K | Buy |
9,571
+2,126
| +29% | +$102K | 0.28% | 104 |
|
|
2018
Q4 | $387K | Sell |
7,445
-400
| -5% | -$20.8K | 0.28% | 104 |
|
|
2018
Q3 | $487K | Sell |
7,845
-24
| -0.3% | -$1.49K | 0.32% | 91 |
|
|
2018
Q2 | $435K | Buy |
7,869
+43
| +0.5% | +$2.38K | 0.32% | 93 |
|
|
2018
Q1 | $495K | Sell |
7,826
-43
| -0.5% | -$2.72K | 0.38% | 72 |
|
|
2017
Q4 | $482K | Sell |
7,869
-505
| -6% | -$30.9K | 0.35% | 79 |
|
|
2017
Q3 | $534K | Sell |
8,374
-1,783
| -18% | -$114K | 0.43% | 69 |
|
|
2017
Q2 | $566K | Sell |
10,157
-2,922
| -22% | -$163K | 0.47% | 62 |
|
|
2017
Q1 | $711K | Sell |
13,079
-500
| -4% | -$27.2K | 0.61% | 45 |
|
|
2016
Q4 | $794K | Buy |
13,579
+170
| +1% | +$9.94K | 0.68% | 43 |
|
|
2016
Q3 | $723K | Buy |
13,409
+2,819
| +27% | +$152K | 0.61% | 45 |
|
|
2016
Q2 | $779K | Buy |
10,590
+167
| +2% | +$12.3K | 0.47% | 70 |
|
|
2016
Q1 | $666K | Sell |
10,423
-1,641
| -14% | -$105K | 0.43% | 73 |
|
|
2015
Q4 | $830K | Buy |
12,064
+236
| +2% | +$16.2K | 0.47% | 64 |
|
|
2015
Q3 | $700K | Buy |
11,828
+1,583
| +15% | +$93.7K | 0.46% | 69 |
|
|
2015
Q2 | $678K | Sell |
10,245
-181
| -2% | -$12K | 0.4% | 80 |
|
|
2015
Q1 | $672K | Buy |
10,426
+592
| +6% | +$38.2K | 0.41% | 80 |
|
|
2014
Q4 | $581K | Buy |
+9,834
| New | +$581K | 0.44% | 74 |
|