Clark Financial Services Group’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 | $386K | Buy |
8,334
+86
| +1% | +$3.98K | 0.24% | 59 |
|
|
2025
Q1 | $503K | Buy |
8,248
+2,253
| +38% | +$137K | 0.35% | 32 |
|
|
2024
Q4 | $339K | Sell |
5,995
-55
| -0.9% | -$3.11K | 0.26% | 53 |
|
|
2024
Q3 | $313K | Sell |
6,050
-35
| -0.6% | -$1.81K | 0.28% | 48 |
|
|
2024
Q2 | $253K | Sell |
6,085
-12
| -0.2% | -$499 | 0.27% | 47 |
|
|
2024
Q1 | $330K | Sell |
6,097
-168
| -3% | -$9.09K | 0.4% | 37 |
|
|
2023
Q4 | $321K | Sell |
6,265
-33
| -0.5% | -$1.69K | 0.41% | 36 |
|
|
2023
Q3 | $366K | Sell |
6,298
-99
| -2% | -$5.75K | 0.5% | 33 |
|
|
2023
Q2 | $409K | Sell |
6,397
-5
| -0.1% | -$320 | 0.55% | 29 |
|
|
2023
Q1 | $444K | Buy |
6,402
+78
| +1% | +$5.41K | 0.66% | 26 |
|
|
2022
Q4 | $455K | Buy |
6,324
+72
| +1% | +$5.18K | 0.52% | 23 |
|
|
2022
Q3 | $444K | Buy |
+6,252
| New | +$444K | 0.47% | 30 |
|
|
2022
Q1 | $455K | Buy |
6,219
+106
| +2% | +$7.76K | 0.33% | 35 |
|
|
2021
Q4 | $381K | Sell |
6,113
-136
| -2% | -$8.48K | 0.26% | 48 |
|
|
2021
Q3 | $369K | Buy |
6,249
+1,408
| +29% | +$83.1K | 0.28% | 51 |
|
|
2021
Q2 | $323K | Buy |
4,841
+188
| +4% | +$12.5K | 0.25% | 54 |
|
|
2021
Q1 | $294K | Buy |
+4,653
| New | +$294K | 0.25% | 54 |
|
|
2020
Q2 | $481K | Buy |
+6,237
| New | +$481K | 0.74% | 24 |
|