CarsonAllaria Wealth Management’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 | $72.1K | Hold |
1,556
| – | – | 0.04% | 119 |
|
|
2025
Q1 | $95K | Hold |
1,556
| – | – | 0.06% | 104 |
|
|
2024
Q4 | $88.1K | Hold |
1,556
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $80.6K | Hold |
1,556
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $64.7K | Sell |
1,556
-60
| -4% | -$2.49K | 0.04% | 117 |
|
|
2024
Q1 | $87.7K | Hold |
1,616
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $83K | Sell |
1,616
-453
| -22% | -$23.3K | 0.06% | 98 |
|
|
2023
Q3 | $120K | Sell |
2,069
-556
| -21% | -$32.3K | 0.1% | 82 |
|
|
2023
Q2 | $168K | Sell |
2,625
-29
| -1% | -$1.86K | 0.13% | 75 |
|
|
2023
Q1 | $184K | Buy |
2,654
+17
| +0.6% | +$1.18K | 0.16% | 70 |
|
|
2022
Q4 | $190K | Sell |
2,637
-142
| -5% | -$10.2K | 0.17% | 69 |
|
|
2022
Q3 | $198K | Buy |
2,779
+17
| +0.6% | +$1.21K | 0.18% | 65 |
|
|
2022
Q2 | $213K | Buy |
2,762
+15
| +0.5% | +$1.16K | 0.2% | 62 |
|
|
2022
Q1 | $201K | Buy |
2,747
+19
| +0.7% | +$1.39K | 0.18% | 62 |
|
|
2021
Q4 | $170K | Buy |
+2,728
| New | +$170K | 0.15% | 73 |
|