Bragg Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bragg Financial Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Sell	28,885 -1,272	-4%	-$74.2K	0.06%	194
2025 Q4	$1.63M	Sell	30,157 -2,399	-7%	-$115K	0.05%	194
2025 Q3	$1.47M	Sell	32,556 -1,388	-4%	-$64.8K	0.05%	191
2025 Q2	$1.57M	Sell	33,944 -2,397	-7%	-$118K	0.06%	195
2025 Q1	$2.22M	Buy	36,341 +565	+2%	+$32.9K	0.09%	166
2024 Q4	$2.02M	Sell	35,776 -303	-0.8%	-$16.9K	0.08%	173
2024 Q3	$1.87M	Sell	36,079 -2,844	-7%	-$133K	0.08%	178
2024 Q2	$1.62M	Sell	38,923 -1,653	-4%	-$74K	0.07%	183
2024 Q1	$2.2M	Sell	40,576 -1,440	-3%	-$73.4K	0.1%	163
2023 Q4	$2.16M	Sell	42,016 -1,640	-4%	-$86.1K	0.1%	159
2023 Q3	$2.53M	Sell	43,656 -1,744	-4%	-$107K	0.13%	146
2023 Q2	$2.9M	Buy	45,400 +51	+0.1%	+$3.42K	0.16%	136
2023 Q1	$3.14M	Buy	45,349 +316	+0.7%	+$22.3K	0.19%	136
2022 Q4	$3.24M	Sell	45,033 -712	-2%	-$53.7K	0.2%	134
2022 Q3	$3.25M	Buy	45,745 +2,658	+6%	+$193K	0.22%	128
2022 Q2	$3.32M	Sell	43,087 -715	-2%	-$54.5K	0.22%	128
2022 Q1	$3.2M	Sell	43,802 -1,594	-4%	-$107K	0.19%	137
2021 Q4	$2.69M	Hold	45,396	–	–	0.17%	133
2021 Q3	$2.69M	Sell	45,396 -4,285	-9%	-$282K	0.17%	133
2021 Q2	$3.32M	Sell	49,681 -2,690	-5%	-$175K	0.21%	128
2021 Q1	$3.31M	Sell	52,371 -508	-1%	-$31.6K	0.22%	123
2020 Q4	$3.28M	Buy	52,879 +1,926	+4%	+$118K	0.29%	108
2020 Q3	$3.07M	Buy	50,953 +580	+1%	+$34.9K	0.31%	97
2020 Q2	$2.96M	Sell	50,373 -1,525	-3%	-$91.2K	0.33%	98
2020 Q1	$2.89M	Sell	51,898 -1,007	-2%	-$61.5K	0.39%	90
2019 Q4	$3.4M	Sell	52,905 -55	-0.1%	-$3.15K	0.38%	89
2019 Q3	$2.69M	Sell	52,960 -1,890	-3%	-$88.8K	0.33%	104
2019 Q2	$2.49M	Sell	54,850 -2,322	-4%	-$108K	0.31%	110
2019 Q1	$2.73M	Sell	57,172 -335	-0.6%	-$16.7K	0.35%	98
2018 Q4	$2.99M	Sell	57,507 -2,473	-4%	-$133K	0.45%	75
2018 Q3	$3.72M	Sell	59,980 -4,445	-7%	-$264K	0.5%	72
2018 Q2	$3.56M	Sell	64,425 -1,250	-2%	-$67.5K	0.51%	69
2018 Q1	$4.15M	Sell	65,675 -2,394	-4%	-$154K	0.61%	57
2017 Q4	$4.17M	Sell	68,069 -2,132	-3%	-$133K	0.6%	62
2017 Q3	$4.47M	Sell	70,201 -3,456	-5%	-$202K	0.69%	51
2017 Q2	$4.1M	Sell	73,657 -4,050	-5%	-$220K	0.65%	55
2017 Q1	$4.23M	Sell	77,707 -4,579	-6%	-$251K	0.68%	56
2016 Q4	$4.81M	Sell	82,286 -4,877	-6%	-$267K	0.79%	37
2016 Q3	$4.7M	Sell	87,163 -1,799	-2%	-$116K	0.84%	31
2016 Q2	$6.54M	Buy	88,962 +487	+0.6%	+$34.4K	1.18%	8
2016 Q1	$5.65M	Buy	88,475 +1,146	+1%	+$72.3K	1.09%	14
2015 Q4	$6.01M	Buy	87,329 +1,062	+1%	+$70.2K	1.29%	10
2015 Q3	$5.11M	Buy	86,267 +1,506	+2%	+$95.5K	1.22%	14
2015 Q2	$5.64M	Sell	84,761 -209	-0.2%	-$13.8K	1.29%	7
2015 Q1	$5.48M	Buy	84,970 +4,841	+6%	+$303K	1.26%	10
2014 Q4	$4.73M	Sell	80,129 -1,594	-2%	-$89.9K	1.15%	17
2014 Q3	$4.18M	Sell	81,723 -1,875	-2%	-$93.7K	1.06%	22
2014 Q2	$4.05M	Sell	83,598 -363	-0.4%	-$17.9K	0.97%	28
2014 Q1	$4.36M	Sell	83,961 -1,076	-1%	-$57.3K	1.07%	18
2013 Q4	$4.52M	Sell	85,037 -660	-0.8%	-$33.6K	1.1%	15
2013 Q3	$3.97M	Sell	85,697 -554	-0.6%	-$24.3K	1.03%	19
2013 Q2	$3.85M	Buy	+86,251	New	+$3.74M	1.06%	19