Capital Investment 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 | $698K | Buy |
15,086
+172
| +1% | +$7.96K | 0.06% | 281 |
|
2025
Q1 | $910K | Buy |
14,914
+1,410
| +10% | +$86K | 0.08% | 227 |
|
2024
Q4 | $764K | Buy |
13,504
+1,394
| +12% | +$78.8K | 0.07% | 226 |
|
2024
Q3 | $627K | Buy |
12,110
+1,154
| +11% | +$59.7K | 0.06% | 255 |
|
2024
Q2 | $455K | Sell |
10,956
-622
| -5% | -$25.8K | 0.05% | 303 |
|
2024
Q1 | $628K | Sell |
11,578
-445
| -4% | -$24.1K | 0.07% | 264 |
|
2023
Q4 | $617K | Buy |
12,023
+1,568
| +15% | +$80.5K | 0.06% | 246 |
|
2023
Q3 | $607K | Buy |
10,455
+92
| +0.9% | +$5.34K | 0.06% | 243 |
|
2023
Q2 | $663K | Sell |
10,363
-495
| -5% | -$31.7K | 0.07% | 231 |
|
2023
Q1 | $753K | Sell |
10,858
-115
| -1% | -$7.97K | 0.09% | 197 |
|
2022
Q4 | $789K | Sell |
10,973
-1,844
| -14% | -$133K | 0.09% | 195 |
|
2022
Q3 | $911K | Buy |
12,817
+108
| +0.8% | +$7.68K | 0.12% | 154 |
|
2022
Q2 | $979K | Buy |
12,709
+132
| +1% | +$10.2K | 0.12% | 157 |
|
2022
Q1 | $919K | Sell |
12,577
-264
| -2% | -$19.3K | 0.1% | 184 |
|
2021
Q4 | $801K | Sell |
12,841
-324
| -2% | -$20.2K | 0.09% | 205 |
|
2021
Q3 | $779K | Sell |
13,165
-4,786
| -27% | -$283K | 0.1% | 194 |
|
2021
Q2 | $1.2M | Sell |
17,951
-1,792
| -9% | -$120K | 0.15% | 131 |
|
2021
Q1 | $1.25M | Buy |
19,743
+7,656
| +63% | +$483K | 0.18% | 125 |
|
2020
Q4 | $750K | Buy |
12,087
+1,730
| +17% | +$107K | 0.11% | 189 |
|
2020
Q3 | $624K | Sell |
10,357
-179
| -2% | -$10.8K | 0.12% | 169 |
|
2020
Q2 | $620K | Buy |
10,536
+502
| +5% | +$29.5K | 0.13% | 151 |
|
2020
Q1 | $559K | Buy |
10,034
+521
| +5% | +$29K | 0.14% | 144 |
|
2019
Q4 | $611K | Buy |
9,513
+459
| +5% | +$29.5K | 0.16% | 139 |
|
2019
Q3 | $459K | Sell |
9,054
-63
| -0.7% | -$3.19K | 0.13% | 156 |
|
2019
Q2 | $390K | Buy |
9,117
+1,767
| +24% | +$75.6K | 0.12% | 178 |
|
2019
Q1 | $351K | Buy |
7,350
+2,065
| +39% | +$98.6K | 0.13% | 150 |
|
2018
Q4 | $275K | Sell |
5,285
-731
| -12% | -$38K | 0.12% | 164 |
|
2018
Q3 | $373K | Buy |
6,016
+408
| +7% | +$25.3K | 0.17% | 141 |
|
2018
Q2 | $310K | Buy |
5,608
+1,650
| +42% | +$91.2K | 0.16% | 155 |
|
2018
Q1 | $250K | Buy |
3,958
+350
| +10% | +$22.1K | 0.14% | 161 |
|
2017
Q4 | $221K | Sell |
3,608
-932
| -21% | -$57.1K | 0.13% | 162 |
|
2017
Q3 | $289K | Buy |
4,540
+200
| +5% | +$12.7K | 0.18% | 138 |
|
2017
Q2 | $242K | Buy |
+4,340
| New | +$242K | 0.16% | 140 |
|
2017
Q1 | – | Sell |
-7,931
| Closed | -$463K | – | 146 |
|
2016
Q4 | $463K | Buy |
+7,931
| New | +$463K | 0.4% | 65 |
|