Center for Financial Planning’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 | $86.5K | Buy |
1,869
+256
| +16% | +$11.9K | 0.01% | 232 |
|
|
2025
Q1 | $98.4K | Hold |
1,613
| – | – | 0.01% | 205 |
|
|
2024
Q4 | $91.2K | Hold |
1,613
| – | – | 0.01% | 204 |
|
|
2024
Q3 | $83.5K | Sell |
1,613
-95
| -6% | -$4.92K | 0.01% | 195 |
|
|
2024
Q2 | $70.9K | Sell |
1,708
-49
| -3% | -$2.04K | 0.01% | 202 |
|
|
2024
Q1 | $95.3K | Buy |
1,757
+341
| +24% | +$18.5K | 0.01% | 187 |
|
|
2023
Q4 | $72.7K | Hold |
1,416
| – | – | 0.01% | 188 |
|
|
2023
Q3 | $82.2K | Buy |
1,416
+226
| +19% | +$13.1K | 0.02% | 181 |
|
|
2023
Q2 | $76.1K | Sell |
1,190
-300
| -20% | -$19.2K | 0.02% | 188 |
|
|
2023
Q1 | $103K | Hold |
1,490
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $107K | Sell |
1,490
-7
| -0.5% | -$504 | 0.03% | 157 |
|
|
2022
Q3 | $106K | Sell |
1,497
-197
| -12% | -$13.9K | 0.03% | 155 |
|
|
2022
Q2 | $130K | Buy |
1,694
+190
| +13% | +$14.6K | 0.03% | 145 |
|
|
2022
Q1 | $110K | Hold |
1,504
| – | – | 0.02% | 168 |
|
|
2021
Q4 | $94K | Sell |
1,504
-3,364
| -69% | -$210K | 0.02% | 176 |
|
|
2021
Q3 | $288K | Buy |
4,868
+1
| +0% | +$59 | 0.07% | 105 |
|
|
2021
Q2 | $325K | Hold |
4,867
| – | – | 0.08% | 99 |
|
|
2021
Q1 | $307K | Buy |
4,867
+85
| +2% | +$5.36K | 0.08% | 99 |
|
|
2020
Q4 | $297K | Buy |
4,782
+56
| +1% | +$3.48K | 0.08% | 97 |
|
|
2020
Q3 | $285K | Hold |
4,726
| – | – | 0.09% | 91 |
|
|
2020
Q2 | $278K | Sell |
4,726
-383
| -7% | -$22.5K | 0.1% | 91 |
|
|
2020
Q1 | $285K | Sell |
5,109
-751
| -13% | -$41.9K | 0.1% | 84 |
|
|
2019
Q4 | $376K | Buy |
+5,860
| New | +$376K | 0.09% | 84 |
|