CA
Clearstead Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
118,955
+8,330
| +8% | +$386K | 0.08% | 184 |
|
|
2025
Q1 | $6.75M | Sell |
110,625
-1,072
| -1% | -$65.4K | 0.1% | 147 |
|
|
2024
Q4 | $6.32M | Sell |
111,697
-9,035
| -7% | -$511K | 0.1% | 156 |
|
|
2024
Q3 | $6.25M | Sell |
120,732
-2,819
| -2% | -$146K | 0.1% | 161 |
|
|
2024
Q2 | $5.13M | Buy |
123,551
+63,325
| +105% | +$2.63M | 0.09% | 174 |
|
|
2024
Q1 | $2.71M | Sell |
60,226
-6,574
| -10% | -$296K | 0.13% | 124 |
|
|
2023
Q4 | $3.43M | Sell |
66,800
-93,126
| -58% | -$4.78M | 0.18% | 102 |
|
|
2023
Q3 | $9.28M | Buy |
159,926
+84,806
| +113% | +$4.92M | 0.27% | 80 |
|
|
2023
Q2 | $4.8M | Sell |
75,120
-541
| -0.7% | -$34.6K | 0.29% | 72 |
|
|
2023
Q1 | $5.24M | Sell |
75,661
-102
| -0.1% | -$7.07K | 0.38% | 58 |
|
|
2022
Q4 | $5.45M | Buy |
75,763
+4,972
| +7% | +$358K | 0.43% | 50 |
|
|
2022
Q3 | $5.03M | Sell |
70,791
-4,043
| -5% | -$287K | 0.46% | 47 |
|
|
2022
Q2 | $5.76M | Sell |
74,834
-214
| -0.3% | -$16.5K | 0.45% | 51 |
|
|
2022
Q1 | $5.48M | Buy |
75,048
+926
| +1% | +$67.6K | 0.37% | 58 |
|
|
2021
Q4 | $4.62M | Buy |
74,122
+1,369
| +2% | +$85.4K | 0.31% | 64 |
|
|
2021
Q3 | $4.31M | Buy |
72,753
+1,403
| +2% | +$83K | 0.32% | 65 |
|
|
2021
Q2 | $4.77M | Buy |
71,350
+7,126
| +11% | +$476K | 0.37% | 59 |
|
|
2021
Q1 | $4.05M | Buy |
64,224
+5,200
| +9% | +$328K | 0.34% | 62 |
|
|
2020
Q4 | $3.66M | Sell |
59,024
-1,346
| -2% | -$83.5K | 0.33% | 63 |
|
|
2020
Q3 | $3.64M | Sell |
60,370
-7,340
| -11% | -$443K | 0.39% | 58 |
|
|
2020
Q2 | $3.98M | Buy |
67,710
+10,445
| +18% | +$614K | 0.46% | 48 |
|
|
2020
Q1 | $3.19M | Sell |
57,265
-6,659
| -10% | -$371K | 0.46% | 47 |
|
|
2019
Q4 | $4.1M | Buy |
63,924
+17,291
| +37% | +$1.11M | 0.5% | 49 |
|
|
2019
Q3 | $2.37M | Sell |
46,633
-1,700
| -4% | -$86.2K | 0.32% | 66 |
|
|
2019
Q2 | $2.19M | Sell |
48,333
-1,803
| -4% | -$81.8K | 0.29% | 71 |
|
|
2019
Q1 | $2.39M | Sell |
50,136
-3,618
| -7% | -$173K | 0.33% | 65 |
|
|
2018
Q4 | $2.79M | Sell |
53,754
-1,844
| -3% | -$95.8K | 0.44% | 56 |
|
|
2018
Q3 | $3.45M | Sell |
55,598
-5,515
| -9% | -$342K | 0.47% | 50 |
|
|
2018
Q2 | $3.38M | Sell |
61,113
-364
| -0.6% | -$20.1K | 0.48% | 48 |
|
|
2018
Q1 | $3.89M | Buy |
61,477
+2,936
| +5% | +$186K | 0.56% | 40 |
|
|
2017
Q4 | $3.59M | Buy |
58,541
+384
| +0.7% | +$23.5K | 0.49% | 46 |
|
|
2017
Q3 | $3.71M | Sell |
58,157
-84
| -0.1% | -$5.35K | 0.48% | 50 |
|
|
2017
Q2 | $3.25M | Buy |
58,241
+4,748
| +9% | +$265K | 0.47% | 50 |
|
|
2017
Q1 | $2.91M | Sell |
53,493
-534
| -1% | -$29K | 0.42% | 52 |
|
|
2016
Q4 | $3.16M | Buy |
+54,027
| New | +$3.16M | 0.51% | 45 |
|