Burt Wealth 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 | $212K | Hold |
4,580
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $279K | Sell |
4,580
-460
| -9% | -$28.1K | 0.07% | 96 |
|
|
2024
Q4 | $285K | Buy |
5,040
+48
| +1% | +$2.72K | 0.07% | 93 |
|
|
2024
Q3 | $258K | Sell |
4,992
-59
| -1% | -$3.05K | 0.06% | 105 |
|
|
2024
Q2 | $210K | Buy |
5,051
+11
| +0.2% | +$457 | 0.06% | 106 |
|
|
2024
Q1 | $273K | Buy |
5,040
+150
| +3% | +$8.13K | 0.07% | 101 |
|
|
2023
Q4 | $251K | Hold |
4,890
| – | – | 0.07% | 96 |
|
|
2023
Q3 | $284K | Hold |
4,890
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $313K | Sell |
4,890
-348
| -7% | -$22.3K | 0.09% | 79 |
|
|
2023
Q1 | $363K | Buy |
5,238
+120
| +2% | +$8.32K | 0.11% | 68 |
|
|
2022
Q4 | $368K | Buy |
5,118
+207
| +4% | +$14.9K | 0.12% | 70 |
|
|
2022
Q3 | $349K | Sell |
4,911
-592
| -11% | -$42.1K | 0.14% | 57 |
|
|
2022
Q2 | $424K | Hold |
5,503
| – | – | 0.15% | 52 |
|
|
2022
Q1 | $402K | Sell |
5,503
-215
| -4% | -$15.7K | 0.12% | 61 |
|
|
2021
Q4 | $357K | Sell |
5,718
-665
| -10% | -$41.5K | 0.12% | 63 |
|
|
2021
Q3 | $378K | Hold |
6,383
| – | – | 0.12% | 63 |
|
|
2021
Q2 | $427K | Hold |
6,383
| – | – | 0.15% | 52 |
|
|
2021
Q1 | $403K | Hold |
6,383
| – | – | 0.15% | 53 |
|
|
2020
Q4 | $396K | Hold |
6,383
| – | – | 0.14% | 55 |
|
|
2020
Q3 | $385K | Hold |
6,383
| – | – | 0.14% | 50 |
|
|
2020
Q2 | $375K | Buy |
6,383
+21
| +0.3% | +$1.23K | 0.15% | 47 |
|
|
2020
Q1 | $355K | Hold |
6,362
| – | – | 0.16% | 51 |
|
|
2019
Q4 | $408K | Buy |
6,362
+445
| +8% | +$28.5K | 0.16% | 46 |
|
|
2019
Q3 | $300K | Sell |
5,917
-175
| -3% | -$8.87K | 0.12% | 61 |
|
|
2019
Q2 | $276K | Hold |
6,092
| – | – | 0.12% | 63 |
|
|
2019
Q1 | $291K | Hold |
6,092
| – | – | 0.13% | 63 |
|
|
2018
Q4 | $317K | Hold |
6,092
| – | – | 0.15% | 61 |
|
|
2018
Q3 | $378K | Hold |
6,092
| – | – | 0.17% | 48 |
|
|
2018
Q2 | $337K | Hold |
6,092
| – | – | 0.16% | 53 |
|
|
2018
Q1 | $385K | Sell |
6,092
-74
| -1% | -$4.68K | 0.2% | 45 |
|
|
2017
Q4 | $378K | Buy |
6,166
+74
| +1% | +$4.54K | 0.24% | 45 |
|
|
2017
Q3 | $388K | Sell |
6,092
-875
| -13% | -$55.7K | 0.25% | 41 |
|
|
2017
Q2 | $388K | Buy |
6,967
+1,675
| +32% | +$93.3K | 0.27% | 39 |
|
|
2017
Q1 | $288K | Sell |
5,292
-309
| -6% | -$16.8K | 0.21% | 50 |
|
|
2016
Q4 | $327K | Buy |
5,601
+171
| +3% | +$9.98K | 0.29% | 48 |
|
|
2016
Q3 | $292K | Buy |
5,430
+1
| +0% | +$54 | 0.31% | 45 |
|
|
2016
Q2 | $399K | Sell |
5,429
-1,250
| -19% | -$91.9K | 0.44% | 29 |
|
|
2016
Q1 | $427K | Buy |
6,679
+2,591
| +63% | +$166K | 0.39% | 31 |
|
|
2015
Q4 | $281K | Buy |
4,088
+1
| +0% | +$69 | 0.22% | 49 |
|
|
2015
Q3 | $241K | Buy |
4,087
+176
| +5% | +$10.4K | 0.3% | 43 |
|
|
2015
Q2 | $261K | Hold |
3,911
| – | – | 0.28% | 50 |
|
|
2015
Q1 | $252K | Buy |
3,911
+1
| +0% | +$64 | 0.26% | 43 |
|
|
2014
Q4 | $232K | Buy |
+3,910
| New | +$232K | 0.25% | 50 |
|