Buckley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,622
| Closed | -$498K | – | 102 |
|
|
2024
Q3 | $498K | Sell |
9,622
-4,610
| -32% | -$239K | 0.15% | 81 |
|
|
2024
Q2 | $591K | Sell |
14,232
-1,500
| -10% | -$62.3K | 0.19% | 76 |
|
|
2024
Q1 | $853K | Sell |
15,732
-870
| -5% | -$47.2K | 0.27% | 63 |
|
|
2023
Q4 | $852K | Sell |
16,602
-9,696
| -37% | -$498K | 0.3% | 65 |
|
|
2023
Q3 | $1.53M | Sell |
26,298
-146
| -0.6% | -$8.47K | 0.57% | 33 |
|
|
2023
Q2 | $1.69M | Buy |
26,444
+1,847
| +8% | +$118K | 0.58% | 34 |
|
|
2023
Q1 | $1.7M | Sell |
24,597
-221
| -0.9% | -$15.3K | 0.63% | 34 |
|
|
2022
Q4 | $1.79M | Buy |
24,818
+4,298
| +21% | +$309K | 0.65% | 34 |
|
|
2022
Q3 | $1.46M | Sell |
20,520
-140
| -0.7% | -$9.95K | 0.54% | 36 |
|
|
2022
Q2 | $1.59M | Sell |
20,660
-500
| -2% | -$38.5K | 0.51% | 36 |
|
|
2022
Q1 | $1.55M | Sell |
21,160
-2,433
| -10% | -$178K | 0.42% | 42 |
|
|
2021
Q4 | $1.47M | Sell |
23,593
-250
| -1% | -$15.6K | 0.43% | 43 |
|
|
2021
Q3 | $1.41M | Hold |
23,843
| – | – | 0.46% | 39 |
|
|
2021
Q2 | $1.59M | Hold |
23,843
| – | – | 0.55% | 33 |
|
|
2021
Q1 | $1.51M | Hold |
23,843
| – | – | 0.56% | 32 |
|
|
2020
Q4 | $1.48M | Buy |
23,843
+5,654
| +31% | +$351K | 0.61% | 31 |
|
|
2020
Q3 | $1.1M | Buy |
18,189
+3,050
| +20% | +$184K | 0.49% | 36 |
|
|
2020
Q2 | $890K | Buy |
15,139
+830
| +6% | +$48.8K | 0.4% | 47 |
|
|
2020
Q1 | $798K | Sell |
14,309
-788
| -5% | -$43.9K | 0.43% | 42 |
|
|
2019
Q4 | $969K | Buy |
15,097
+4,287
| +40% | +$275K | 0.44% | 36 |
|
|
2019
Q3 | $548K | Buy |
10,810
+2,200
| +26% | +$112K | 0.27% | 75 |
|
|
2019
Q2 | $390K | Buy |
8,610
+1,692
| +24% | +$76.6K | 0.18% | 103 |
|
|
2019
Q1 | $330K | Buy |
6,918
+1,500
| +28% | +$71.6K | 0.16% | 111 |
|
|
2018
Q4 | $282K | Sell |
5,418
-192
| -3% | -$9.99K | 0.15% | 119 |
|
|
2018
Q3 | $348K | Sell |
5,610
-2,500
| -31% | -$155K | 0.15% | 122 |
|
|
2018
Q2 | $449K | Sell |
8,110
-3,500
| -30% | -$194K | 0.21% | 99 |
|
|
2018
Q1 | $734K | Sell |
11,610
-2,600
| -18% | -$164K | 0.36% | 56 |
|
|
2017
Q4 | $871K | Buy |
+14,210
| New | +$871K | 0.44% | 49 |
|