Blackston Financial Advisory 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 | – | Sell |
-3,571
| Closed | -$218K | – | 153 |
|
2025
Q1 | $218K | Sell |
3,571
-425
| -11% | -$25.9K | 0.11% | 133 |
|
2024
Q4 | $226K | Sell |
3,996
-164
| -4% | -$9.28K | 0.11% | 126 |
|
2024
Q3 | $215K | Buy |
+4,160
| New | +$215K | 0.11% | 125 |
|
2024
Q1 | – | Sell |
-4,267
| Closed | -$219K | – | 65 |
|
2023
Q4 | $219K | Sell |
4,267
-338
| -7% | -$17.3K | 0.14% | 88 |
|
2023
Q3 | $267K | Sell |
4,605
-431
| -9% | -$25K | 0.19% | 74 |
|
2023
Q2 | $322K | Sell |
5,036
-221
| -4% | -$14.1K | 0.23% | 66 |
|
2023
Q1 | $364K | Sell |
5,257
-62
| -1% | -$4.29K | 0.27% | 65 |
|
2022
Q4 | $383K | Sell |
5,319
-373
| -7% | -$26.9K | 0.28% | 56 |
|
2022
Q3 | $441K | Buy |
5,692
+409
| +8% | +$31.7K | 0.31% | 50 |
|
2022
Q2 | $397K | Sell |
5,283
-766
| -13% | -$57.6K | 0.26% | 53 |
|
2022
Q1 | $358K | Buy |
6,049
+1,404
| +30% | +$83.1K | 0.23% | 52 |
|
2021
Q4 | $290K | Buy |
+4,645
| New | +$290K | 0.17% | 68 |
|