Checchi Capital Advisers’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 | $457K | Sell |
9,880
-3,234
| -25% | -$150K | 0.03% | 353 |
|
2025
Q1 | $800K | Buy |
13,114
+1,076
| +9% | +$65.6K | 0.04% | 244 |
|
2024
Q4 | $681K | Buy |
12,038
+774
| +7% | +$43.8K | 0.04% | 257 |
|
2024
Q3 | $583K | Buy |
11,264
+3,025
| +37% | +$157K | 0.03% | 293 |
|
2024
Q2 | $342K | Sell |
8,239
-5,963
| -42% | -$248K | 0.02% | 396 |
|
2024
Q1 | $770K | Sell |
14,202
-1,287
| -8% | -$69.8K | 0.06% | 233 |
|
2023
Q4 | $795K | Sell |
15,489
-8,668
| -36% | -$445K | 0.06% | 214 |
|
2023
Q3 | $1.4M | Sell |
24,157
-251
| -1% | -$14.6K | 0.13% | 131 |
|
2023
Q2 | $1.56M | Buy |
24,408
+485
| +2% | +$31K | 0.14% | 121 |
|
2023
Q1 | $1.66M | Sell |
23,923
-168
| -0.7% | -$11.6K | 0.16% | 114 |
|
2022
Q4 | $1.73M | Sell |
24,091
-1,778
| -7% | -$128K | 0.18% | 109 |
|
2022
Q3 | $1.84M | Buy |
25,869
+65
| +0.3% | +$4.62K | 0.17% | 104 |
|
2022
Q2 | $1.9M | Buy |
25,804
+3,527
| +16% | +$260K | 0.16% | 99 |
|
2022
Q1 | $1.63M | Buy |
22,277
+2,727
| +14% | +$199K | 0.14% | 106 |
|
2021
Q4 | $1.22M | Sell |
19,550
-130
| -0.7% | -$8.11K | 0.11% | 129 |
|
2021
Q3 | $1.16M | Buy |
19,680
+203
| +1% | +$12K | 0.12% | 123 |
|
2021
Q2 | $1.3M | Buy |
19,477
+152
| +0.8% | +$10.2K | 0.13% | 119 |
|
2021
Q1 | $1.22M | Sell |
19,325
-280
| -1% | -$17.7K | 0.12% | 118 |
|
2020
Q4 | $1.22M | Sell |
19,605
-2,793
| -12% | -$173K | 0.13% | 114 |
|
2020
Q3 | $1.35M | Sell |
22,398
-3
| -0% | -$181 | 0.15% | 97 |
|
2020
Q2 | $1.32M | Buy |
22,401
+2,421
| +12% | +$142K | 0.16% | 88 |
|
2020
Q1 | $1.11M | Buy |
19,980
+1,363
| +7% | +$76K | 0.11% | 83 |
|
2019
Q4 | $1.2M | Buy |
18,617
+5,325
| +40% | +$342K | 0.16% | 94 |
|
2019
Q3 | $674K | Sell |
13,292
-638
| -5% | -$32.4K | 0.09% | 139 |
|
2019
Q2 | $632K | Buy |
13,930
+772
| +6% | +$35K | 0.08% | 153 |
|
2019
Q1 | $628K | Sell |
13,158
-609
| -4% | -$29.1K | 0.07% | 147 |
|
2018
Q4 | $716K | Sell |
13,767
-2,855
| -17% | -$148K | 0.09% | 120 |
|
2018
Q3 | $1.03M | Buy |
16,622
+225
| +1% | +$14K | 0.12% | 108 |
|
2018
Q2 | $907K | Buy |
16,397
+283
| +2% | +$15.7K | 0.11% | 110 |
|
2018
Q1 | $1.02M | Buy |
16,114
+2,602
| +19% | +$165K | 0.13% | 93 |
|
2017
Q4 | $828K | Sell |
13,512
-244
| -2% | -$15K | 0.11% | 116 |
|
2017
Q3 | $877K | Sell |
13,756
-65
| -0.5% | -$4.14K | 0.09% | 94 |
|
2017
Q2 | $770K | Sell |
13,821
-1,072
| -7% | -$59.7K | 0.08% | 109 |
|
2017
Q1 | $810K | Sell |
14,893
-2,472
| -14% | -$134K | 0.09% | 104 |
|
2016
Q4 | $1.02M | Sell |
17,365
-487
| -3% | -$28.5K | 0.14% | 78 |
|
2016
Q3 | $963K | Sell |
17,852
-1,245
| -7% | -$67.2K | 0.11% | 79 |
|
2016
Q2 | $1.41M | Buy |
19,097
+343
| +2% | +$25.2K | 0.16% | 59 |
|
2016
Q1 | $1.2M | Buy |
18,754
+633
| +3% | +$40.4K | 0.27% | 67 |
|
2015
Q4 | $1.25M | Buy |
18,121
+2,687
| +17% | +$185K | 0.31% | 64 |
|
2015
Q3 | $914K | Buy |
15,434
+520
| +3% | +$30.8K | 0.25% | 72 |
|
2015
Q2 | $992K | Sell |
14,914
-588
| -4% | -$39.1K | 0.26% | 68 |
|
2015
Q1 | $1M | Sell |
15,502
-27
| -0.2% | -$1.74K | 0.3% | 69 |
|
2014
Q4 | $917K | Buy |
15,529
+1,680
| +12% | +$99.2K | 0.34% | 65 |
|
2014
Q3 | $709K | Buy |
13,849
+3,685
| +36% | +$189K | 0.29% | 70 |
|
2014
Q2 | $493K | Buy |
10,164
+1,521
| +18% | +$73.8K | 0.22% | 85 |
|
2014
Q1 | $449K | Buy |
8,643
+1,410
| +19% | +$73.2K | 0.28% | 77 |
|
2013
Q4 | $384K | Buy |
+7,233
| New | +$384K | 0.3% | 71 |
|