Carolinas Wealth Consulting’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 |
-1,293
| Closed | -$78.8K | – | 105 |
|
|
2025
Q1 | $78.8K | Sell |
1,293
-520
| -29% | -$31.7K | 0.02% | 283 |
|
|
2024
Q4 | $103K | Sell |
1,813
-132
| -7% | -$7.47K | 0.02% | 248 |
|
|
2024
Q3 | $101K | Buy |
1,945
+191
| +11% | +$9.88K | 0.02% | 260 |
|
|
2024
Q2 | $72.8K | Hold |
1,754
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $95.1K | Sell |
1,754
-12,170
| -87% | -$660K | 0.02% | 261 |
|
|
2023
Q4 | $70.7K | Sell |
13,924
-197
| -1% | -$1K | 0.02% | 287 |
|
|
2023
Q3 | $81.9K | Sell |
14,121
-604
| -4% | -$3.5K | 0.02% | 241 |
|
|
2023
Q2 | $136K | Sell |
14,725
-323
| -2% | -$2.99K | 0.03% | 214 |
|
|
2023
Q1 | $169K | Sell |
15,048
-60
| -0.4% | -$674 | 0.04% | 188 |
|
|
2022
Q4 | $179K | Buy |
15,108
+363
| +2% | +$4.31K | 0.04% | 172 |
|
|
2022
Q3 | $151K | Buy |
14,745
+192
| +1% | +$1.97K | 0.04% | 178 |
|
|
2022
Q2 | $149K | Buy |
14,553
+12,783
| +722% | +$131K | 0.04% | 189 |
|
|
2022
Q1 | $130K | Buy |
1,770
+27
| +2% | +$1.98K | 0.03% | 221 |
|
|
2021
Q4 | $109K | Buy |
1,743
+327
| +23% | +$20.4K | 0.02% | 250 |
|
|
2021
Q3 | $84K | Buy |
1,416
+8
| +0.6% | +$475 | 0.02% | 263 |
|
|
2021
Q2 | $94K | Sell |
1,408
-166
| -11% | -$11.1K | 0.02% | 268 |
|
|
2021
Q1 | $100K | Sell |
1,574
-660
| -30% | -$41.9K | 0.02% | 257 |
|
|
2020
Q4 | $140K | Buy |
2,234
+298
| +15% | +$18.7K | 0.04% | 190 |
|
|
2020
Q3 | $117K | Buy |
1,936
+84
| +5% | +$5.08K | 0.04% | 177 |
|
|
2020
Q2 | $109K | Buy |
+1,852
| New | +$109K | 0.04% | 143 |
|