Carson Advisory’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 |
-3,753
| Closed | -$229K | – | 172 |
|
|
2025
Q1 | $229K | Sell |
3,753
-200
| -5% | -$12.2K | 0.15% | 143 |
|
|
2024
Q4 | $224K | Sell |
3,953
-400
| -9% | -$22.6K | 0.16% | 143 |
|
|
2024
Q3 | $225K | Buy |
+4,353
| New | +$225K | 0.14% | 158 |
|
|
2024
Q2 | – | Sell |
-4,499
| Closed | -$244K | – | 167 |
|
|
2024
Q1 | $244K | Sell |
4,499
-75
| -2% | -$4.07K | 0.17% | 139 |
|
|
2023
Q4 | $235K | Sell |
4,574
-598
| -12% | -$30.7K | 0.18% | 134 |
|
|
2023
Q3 | $300K | Buy |
5,172
+1,032
| +25% | +$59.9K | 0.26% | 101 |
|
|
2023
Q2 | $265K | Hold |
4,140
| – | – | 0.22% | 119 |
|
|
2023
Q1 | $287K | Sell |
4,140
-1,000
| -19% | -$69.3K | 0.26% | 101 |
|
|
2022
Q4 | $370K | Buy |
5,140
+500
| +11% | +$36K | 0.35% | 74 |
|
|
2022
Q3 | $330K | Hold |
4,640
| – | – | 0.37% | 75 |
|
|
2022
Q2 | $357K | Hold |
4,640
| – | – | 0.4% | 71 |
|
|
2022
Q1 | $339K | Hold |
4,640
| – | – | 0.34% | 77 |
|
|
2021
Q4 | $289K | Buy |
+4,640
| New | +$289K | 0.29% | 86 |
|