Blue Bell Private Wealth Management’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 | $36.1K | Buy |
779
+354
| +83% | +$16.4K | 0.01% | 417 |
|
|
2025
Q1 | $25.9K | Sell |
425
-100
| -19% | -$6.1K | ﹤0.01% | 439 |
|
|
2024
Q4 | $29.7K | Sell |
525
-107
| -17% | -$6.05K | 0.01% | 413 |
|
|
2024
Q3 | $32.7K | Buy |
632
+107
| +20% | +$5.54K | 0.01% | 412 |
|
|
2024
Q2 | $21.8K | Sell |
525
-30
| -5% | -$1.25K | ﹤0.01% | 450 |
|
|
2024
Q1 | $30.1K | Buy |
555
+30
| +6% | +$1.63K | 0.01% | 412 |
|
|
2023
Q4 | $26.9K | Hold |
525
| – | – | 0.01% | 395 |
|
|
2023
Q3 | $30.5K | Buy |
525
+200
| +62% | +$11.6K | 0.01% | 315 |
|
|
2023
Q2 | $20.8K | Hold |
325
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $22.5K | Hold |
325
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $23.4K | Hold |
325
| – | – | 0.01% | 295 |
|
|
2022
Q3 | $23K | Hold |
325
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $25K | Hold |
325
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $24K | Hold |
325
| – | – | 0.01% | 296 |
|
|
2021
Q4 | $20K | Buy |
+325
| New | +$20K | 0.01% | 303 |
|
|
2016
Q4 | – | Sell |
-300
| Closed | -$17K | – | 277 |
|
|
2016
Q3 | $17K | Hold |
300
| – | – | 0.01% | 304 |
|
|
2016
Q2 | $23K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2016
Q1 | $19K | Sell |
300
-92
| -23% | -$5.83K | 0.01% | 302 |
|
|
2015
Q4 | $27K | Hold |
392
| – | – | 0.02% | 276 |
|
|
2015
Q3 | $23K | Hold |
392
| – | – | 0.02% | 292 |
|
|
2015
Q2 | $26K | Hold |
392
| – | – | 0.02% | 285 |
|
|
2015
Q1 | $25K | Sell |
392
-332
| -46% | -$21.2K | 0.02% | 285 |
|
|
2014
Q4 | $42K | Hold |
724
| – | – | 0.02% | 241 |
|
|
2014
Q3 | $37K | Hold |
724
| – | – | 0.02% | 265 |
|
|
2014
Q2 | $35K | Hold |
724
| – | – | 0.02% | 262 |
|
|
2014
Q1 | $38K | Hold |
724
| – | – | 0.03% | 219 |
|
|
2013
Q4 | $38K | Buy |
+724
| New | +$38K | 0.03% | 220 |
|