Capital Advisory Group Advisory Services’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 | $619K | Buy |
13,381
+646
| +5% | +$29.9K | 0.22% | 93 |
|
|
2025
Q1 | $777K | Buy |
12,735
+614
| +5% | +$37.4K | 0.3% | 85 |
|
|
2024
Q4 | $686K | Buy |
12,121
+5,627
| +87% | +$318K | 0.25% | 89 |
|
|
2024
Q3 | $336K | Buy |
+6,494
| New | +$336K | 0.13% | 124 |
|
|
2023
Q4 | – | Sell |
-10,511
| Closed | -$610K | – | 145 |
|
|
2023
Q3 | $610K | Sell |
10,511
-215
| -2% | -$12.5K | 0.35% | 70 |
|
|
2023
Q2 | $686K | Buy |
10,726
+236
| +2% | +$15.1K | 0.49% | 51 |
|
|
2023
Q1 | $727K | Buy |
10,490
+69
| +0.7% | +$4.78K | 0.44% | 66 |
|
|
2022
Q4 | $750K | Sell |
10,421
-75
| -0.7% | -$5.4K | 0.51% | 56 |
|
|
2022
Q3 | $746K | Buy |
10,496
+5
| +0% | +$355 | 0.52% | 57 |
|
|
2022
Q2 | $800K | Sell |
10,491
-155
| -1% | -$11.8K | 0.48% | 63 |
|
|
2022
Q1 | $777K | Sell |
10,646
-8
| -0.1% | -$584 | 0.36% | 76 |
|
|
2021
Q4 | $664K | Sell |
10,654
-1,910
| -15% | -$119K | 0.29% | 81 |
|
|
2021
Q3 | $743K | Buy |
12,564
+676
| +6% | +$40K | 0.27% | 91 |
|
|
2021
Q2 | $794K | Buy |
11,888
+2,047
| +21% | +$137K | 0.29% | 87 |
|
|
2021
Q1 | $621K | Buy |
9,841
+4,353
| +79% | +$275K | 0.24% | 97 |
|
|
2020
Q4 | $340K | Buy |
5,488
+3,840
| +233% | +$238K | 0.14% | 118 |
|
|
2020
Q3 | $99K | Buy |
1,648
+593
| +56% | +$35.6K | 0.05% | 176 |
|
|
2020
Q2 | $62K | Buy |
1,055
+32
| +3% | +$1.88K | 0.03% | 190 |
|
|
2020
Q1 | $56K | Buy |
+1,023
| New | +$56K | 0.07% | 108 |
|
|
2019
Q4 | – | Sell |
-1,023
| Closed | -$51K | – | 222 |
|
|
2019
Q3 | $51K | Hold |
1,023
| – | – | 0.03% | 146 |
|
|
2019
Q2 | $46K | Hold |
1,023
| – | – | 0.03% | 157 |
|
|
2019
Q1 | $49K | Hold |
1,023
| – | – | 0.04% | 146 |
|
|
2018
Q4 | $53K | Hold |
1,023
| – | – | 0.04% | 130 |
|
|
2018
Q3 | $63K | Hold |
1,023
| – | – | 0.04% | 126 |
|
|
2018
Q2 | $56K | Hold |
1,023
| – | – | 0.04% | 127 |
|
|
2018
Q1 | $64K | Buy |
+1,023
| New | +$64K | 0.05% | 123 |
|