Brandywine Oak Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
8,284
-142
| -2% | -$6.57K | 0.04% | 171 |
|
|
2025
Q1 | $514K | Hold |
8,426
| – | – | 0.05% | 143 |
|
|
2024
Q4 | $477K | Buy |
8,426
+889
| +12% | +$50.3K | 0.05% | 150 |
|
|
2024
Q3 | $390K | Hold |
7,537
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $313K | Hold |
7,537
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $409K | Hold |
7,537
| – | – | 0.04% | 164 |
|
|
2023
Q4 | $387K | Sell |
7,537
-266
| -3% | -$13.6K | 0.04% | 166 |
|
|
2023
Q3 | $453K | Hold |
7,803
| – | – | 0.05% | 149 |
|
|
2023
Q2 | $499K | Sell |
7,803
-1
| -0% | -$64 | 0.06% | 154 |
|
|
2023
Q1 | $541K | Hold |
7,804
| – | – | 0.06% | 151 |
|
|
2022
Q4 | $561K | Sell |
7,804
-68
| -0.9% | -$4.89K | 0.07% | 143 |
|
|
2022
Q3 | $559K | Buy |
7,872
+1
| +0% | +$71 | 0.08% | 142 |
|
|
2022
Q2 | $606K | Sell |
7,871
-625
| -7% | -$48.1K | 0.08% | 149 |
|
|
2022
Q1 | $620K | Buy |
8,496
+533
| +7% | +$38.9K | 0.07% | 174 |
|
|
2021
Q4 | $496K | Sell |
7,963
-2,154
| -21% | -$134K | 0.05% | 199 |
|
|
2021
Q3 | $598K | Sell |
10,117
-375
| -4% | -$22.2K | 0.07% | 177 |
|
|
2021
Q2 | $701K | Buy |
10,492
+3,356
| +47% | +$224K | 0.08% | 160 |
|
|
2021
Q1 | $450K | Sell |
7,136
-370
| -5% | -$23.3K | 0.07% | 156 |
|
|
2020
Q4 | $465K | Sell |
7,506
-192
| -2% | -$11.9K | 0.07% | 151 |
|
|
2020
Q3 | $464K | Sell |
7,698
-404
| -5% | -$24.4K | 0.08% | 147 |
|
|
2020
Q2 | $476K | Sell |
8,102
-1,666
| -17% | -$97.9K | 0.08% | 137 |
|
|
2020
Q1 | $544K | Buy |
9,768
+2,525
| +35% | +$141K | 0.11% | 102 |
|
|
2019
Q4 | $464K | Sell |
7,243
-1,400
| -16% | -$89.7K | 0.08% | 124 |
|
|
2019
Q3 | $438K | Hold |
8,643
| – | – | 0.08% | 119 |
|
|
2019
Q2 | $391K | Hold |
8,643
| – | – | 0.08% | 127 |
|
|
2019
Q1 | $412K | Hold |
8,643
| – | – | 0.09% | 117 |
|
|
2018
Q4 | $449K | Buy |
+8,643
| New | +$449K | 0.1% | 104 |
|