Brendel 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 | – | Sell |
-4,772
| Closed | -$291K | – | 102 |
|
|
2025
Q1 | $291K | Hold |
4,772
| – | – | 0.18% | 77 |
|
|
2024
Q4 | $270K | Sell |
4,772
-37
| -0.8% | -$2.09K | 0.16% | 75 |
|
|
2024
Q3 | $249K | Sell |
4,809
-113
| -2% | -$5.85K | 0.14% | 82 |
|
|
2024
Q2 | $204K | Buy |
+4,922
| New | +$204K | 0.13% | 85 |
|
|
2024
Q1 | – | Sell |
-4,922
| Closed | -$253K | – | 62 |
|
|
2023
Q4 | $253K | Buy |
+4,922
| New | +$253K | 0.17% | 79 |
|
|
2023
Q2 | – | Sell |
-4,976
| Closed | -$345K | – | 56 |
|
|
2023
Q1 | $345K | Buy |
+4,976
| New | +$345K | 0.26% | 64 |
|
|
2022
Q3 | – | Sell |
-4,976
| Closed | -$383K | – | 48 |
|
|
2022
Q2 | $383K | Hold |
4,976
| – | – | 0.33% | 68 |
|
|
2022
Q1 | $363K | Hold |
4,976
| – | – | 0.2% | 82 |
|
|
2021
Q4 | $310K | Buy |
+4,976
| New | +$310K | 0.16% | 87 |
|
|
2021
Q3 | – | Sell |
-4,976
| Closed | -$332K | – | 91 |
|
|
2021
Q2 | $332K | Hold |
4,976
| – | – | 0.18% | 85 |
|
|
2021
Q1 | $314K | Hold |
4,976
| – | – | 0.21% | 74 |
|
|
2020
Q4 | $309K | Sell |
4,976
-15
| -0.3% | -$931 | 0.21% | 72 |
|
|
2020
Q3 | $301K | Sell |
4,991
-129
| -3% | -$7.78K | 0.24% | 69 |
|
|
2020
Q2 | $301K | Sell |
5,120
-87
| -2% | -$5.12K | 0.26% | 73 |
|
|
2020
Q1 | $290K | Hold |
5,207
| – | – | 0.34% | 62 |
|
|
2019
Q4 | $334K | Hold |
5,207
| – | – | 0.28% | 70 |
|
|
2019
Q3 | $264K | Hold |
5,207
| – | – | 0.24% | 73 |
|
|
2019
Q2 | $236K | Buy |
5,207
+423
| +9% | +$19.2K | 0.23% | 68 |
|
|
2019
Q1 | $228K | Sell |
4,784
-61
| -1% | -$2.91K | 0.2% | 72 |
|
|
2018
Q4 | $252K | Buy |
+4,845
| New | +$252K | 0.29% | 68 |
|