Certified Advisory Corp’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 |
-4,243
| Closed | -$259K | – | 304 |
|
|
2025
Q1 | $259K | Buy |
4,243
+297
| +8% | +$18.1K | 0.03% | 255 |
|
|
2024
Q4 | $223K | Sell |
3,946
-13
| -0.3% | -$735 | 0.02% | 274 |
|
|
2024
Q3 | $205K | Buy |
+3,959
| New | +$205K | 0.02% | 289 |
|
|
2023
Q4 | – | Sell |
-3,654
| Closed | -$212K | – | 270 |
|
|
2023
Q3 | $212K | Sell |
3,654
-32
| -0.9% | -$1.86K | 0.04% | 223 |
|
|
2023
Q2 | $236K | Buy |
3,686
+58
| +2% | +$3.71K | 0.04% | 209 |
|
|
2023
Q1 | $251K | Buy |
3,628
+802
| +28% | +$55.6K | 0.04% | 213 |
|
|
2022
Q4 | $203K | Sell |
2,826
-412
| -13% | -$29.6K | 0.04% | 224 |
|
|
2022
Q3 | $231K | Buy |
3,238
+419
| +15% | +$29.9K | 0.05% | 196 |
|
|
2022
Q2 | $217K | Buy |
2,819
+40
| +1% | +$3.08K | 0.05% | 192 |
|
|
2022
Q1 | $203K | Buy |
+2,779
| New | +$203K | 0.04% | 208 |
|
|
2021
Q4 | – | Sell |
-37
| Closed | -$2K | – | 224 |
|
|
2021
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 223 |
|
|
2021
Q2 | – | Sell |
-2,503
| Closed | -$158K | – | 261 |
|
|
2021
Q1 | $158K | Buy |
+2,503
| New | +$158K | 0.04% | 209 |
|
|
2020
Q2 | $122K | Buy |
2,079
+103
| +5% | +$6.04K | 0.04% | 211 |
|
|
2020
Q1 | $110K | Sell |
1,976
-181
| -8% | -$10.1K | 0.04% | 202 |
|
|
2019
Q4 | $138K | Buy |
2,157
+204
| +10% | +$13.1K | 0.04% | 209 |
|
|
2019
Q3 | $99K | Buy |
1,953
+207
| +12% | +$10.5K | 0.03% | 238 |
|
|
2019
Q2 | $79K | Buy |
1,746
+404
| +30% | +$18.3K | 0.03% | 255 |
|
|
2019
Q1 | $64K | Buy |
1,342
+4
| +0.3% | +$191 | 0.03% | 266 |
|
|
2018
Q4 | $69K | Sell |
1,338
-161
| -11% | -$8.3K | 0.04% | 237 |
|
|
2018
Q3 | $93K | Buy |
1,499
+5
| +0.3% | +$310 | 0.04% | 211 |
|
|
2018
Q2 | $82K | Buy |
1,494
+4
| +0.3% | +$220 | 0.05% | 216 |
|
|
2018
Q1 | $93K | Buy |
1,490
+568
| +62% | +$35.5K | 0.06% | 199 |
|
|
2017
Q4 | $56K | Buy |
+922
| New | +$56K | 0.04% | 218 |
|