Bragg Financial Advisors’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 | $1.57M | Sell |
33,944
-2,397
| -7% | -$111K | 0.06% | 195 |
|
|
2025
Q1 | $2.22M | Buy |
36,341
+565
| +2% | +$34.5K | 0.09% | 166 |
|
|
2024
Q4 | $2.02M | Sell |
35,776
-303
| -0.8% | -$17.1K | 0.08% | 173 |
|
|
2024
Q3 | $1.87M | Sell |
36,079
-2,844
| -7% | -$147K | 0.08% | 178 |
|
|
2024
Q2 | $1.62M | Sell |
38,923
-1,653
| -4% | -$68.7K | 0.07% | 183 |
|
|
2024
Q1 | $2.2M | Sell |
40,576
-1,440
| -3% | -$78.1K | 0.1% | 163 |
|
|
2023
Q4 | $2.16M | Sell |
42,016
-1,640
| -4% | -$84.1K | 0.1% | 159 |
|
|
2023
Q3 | $2.53M | Sell |
43,656
-1,744
| -4% | -$101K | 0.13% | 146 |
|
|
2023
Q2 | $2.9M | Buy |
45,400
+51
| +0.1% | +$3.26K | 0.16% | 136 |
|
|
2023
Q1 | $3.14M | Buy |
45,349
+316
| +0.7% | +$21.9K | 0.19% | 136 |
|
|
2022
Q4 | $3.24M | Sell |
45,033
-712
| -2% | -$51.2K | 0.2% | 134 |
|
|
2022
Q3 | $3.25M | Buy |
45,745
+2,658
| +6% | +$189K | 0.22% | 128 |
|
|
2022
Q2 | $3.32M | Sell |
43,087
-715
| -2% | -$55.1K | 0.22% | 128 |
|
|
2022
Q1 | $3.2M | Sell |
43,802
-1,594
| -4% | -$116K | 0.19% | 137 |
|
|
2021
Q4 | $2.69M | Hold |
45,396
| – | – | 0.17% | 133 |
|
|
2021
Q3 | $2.69M | Sell |
45,396
-4,285
| -9% | -$254K | 0.17% | 133 |
|
|
2021
Q2 | $3.32M | Sell |
49,681
-2,690
| -5% | -$180K | 0.21% | 128 |
|
|
2021
Q1 | $3.31M | Sell |
52,371
-508
| -1% | -$32.1K | 0.22% | 123 |
|
|
2020
Q4 | $3.28M | Buy |
52,879
+1,926
| +4% | +$119K | 0.29% | 108 |
|
|
2020
Q3 | $3.07M | Buy |
50,953
+580
| +1% | +$35K | 0.31% | 97 |
|
|
2020
Q2 | $2.96M | Sell |
50,373
-1,525
| -3% | -$89.7K | 0.33% | 98 |
|
|
2020
Q1 | $2.89M | Sell |
51,898
-1,007
| -2% | -$56.1K | 0.39% | 90 |
|
|
2019
Q4 | $3.4M | Sell |
52,905
-55
| -0.1% | -$3.53K | 0.38% | 89 |
|
|
2019
Q3 | $2.69M | Sell |
52,960
-1,890
| -3% | -$95.9K | 0.33% | 104 |
|
|
2019
Q2 | $2.49M | Sell |
54,850
-2,322
| -4% | -$105K | 0.31% | 110 |
|
|
2019
Q1 | $2.73M | Sell |
57,172
-335
| -0.6% | -$16K | 0.35% | 98 |
|
|
2018
Q4 | $2.99M | Sell |
57,507
-2,473
| -4% | -$129K | 0.45% | 75 |
|
|
2018
Q3 | $3.72M | Sell |
59,980
-4,445
| -7% | -$276K | 0.5% | 72 |
|
|
2018
Q2 | $3.57M | Sell |
64,425
-1,250
| -2% | -$69.2K | 0.51% | 69 |
|
|
2018
Q1 | $4.15M | Sell |
65,675
-2,394
| -4% | -$151K | 0.61% | 57 |
|
|
2017
Q4 | $4.17M | Sell |
68,069
-2,132
| -3% | -$131K | 0.6% | 62 |
|
|
2017
Q3 | $4.48M | Sell |
70,201
-3,456
| -5% | -$220K | 0.69% | 51 |
|
|
2017
Q2 | $4.1M | Sell |
73,657
-4,050
| -5% | -$226K | 0.65% | 55 |
|
|
2017
Q1 | $4.23M | Sell |
77,707
-4,579
| -6% | -$249K | 0.68% | 56 |
|
|
2016
Q4 | $4.81M | Sell |
82,286
-4,877
| -6% | -$285K | 0.79% | 37 |
|
|
2016
Q3 | $4.7M | Sell |
87,163
-1,799
| -2% | -$97K | 0.84% | 31 |
|
|
2016
Q2 | $6.54M | Buy |
88,962
+487
| +0.6% | +$35.8K | 1.18% | 8 |
|
|
2016
Q1 | $5.65M | Buy |
88,475
+1,146
| +1% | +$73.2K | 1.09% | 14 |
|
|
2015
Q4 | $6.01M | Buy |
87,329
+1,062
| +1% | +$73.1K | 1.29% | 10 |
|
|
2015
Q3 | $5.11M | Buy |
86,267
+1,506
| +2% | +$89.2K | 1.22% | 14 |
|
|
2015
Q2 | $5.64M | Sell |
84,761
-209
| -0.2% | -$13.9K | 1.29% | 7 |
|
|
2015
Q1 | $5.48M | Buy |
84,970
+4,841
| +6% | +$312K | 1.26% | 10 |
|
|
2014
Q4 | $4.73M | Sell |
80,129
-1,594
| -2% | -$94.1K | 1.15% | 17 |
|
|
2014
Q3 | $4.18M | Sell |
81,723
-1,875
| -2% | -$96K | 1.06% | 22 |
|
|
2014
Q2 | $4.06M | Sell |
83,598
-363
| -0.4% | -$17.6K | 0.97% | 28 |
|
|
2014
Q1 | $4.36M | Sell |
83,961
-1,076
| -1% | -$55.9K | 1.07% | 18 |
|
|
2013
Q4 | $4.52M | Sell |
85,037
-660
| -0.8% | -$35.1K | 1.1% | 15 |
|
|
2013
Q3 | $3.97M | Sell |
85,697
-554
| -0.6% | -$25.6K | 1.03% | 19 |
|
|
2013
Q2 | $3.86M | Buy |
+86,251
| New | +$3.86M | 1.06% | 19 |
|