CBIZ 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 | $28.2K | Buy |
609
+28
| +5% | +$1.3K | ﹤0.01% | 208 |
|
|
2025
Q1 | $35.4K | Buy |
581
+231
| +66% | +$14.1K | ﹤0.01% | 144 |
|
|
2024
Q4 | $19.8K | Buy |
350
+310
| +775% | +$17.5K | ﹤0.01% | 215 |
|
|
2024
Q3 | $2.11K | Buy |
40
+10
| +33% | +$528 | ﹤0.01% | 340 |
|
|
2024
Q2 | $1.26K | Hold |
30
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $1.63K | Buy |
+30
| New | +$1.63K | ﹤0.01% | 312 |
|
|
2021
Q1 | – | Hold |
0
| – | -$6K | – | 92 |
|
|
2020
Q4 | – | Hold |
0
| – | -$6K | – | 95 |
|
|
2020
Q3 | – | Hold |
0
| – | -$6K | – | 97 |
|
|
2020
Q2 | – | Hold |
0
| – | -$6K | – | 102 |
|
|
2020
Q1 | – | Hold |
0
| – | -$7K | – | 166 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 125 |
|