Clearview Wealth Advisors’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 | $268K | Sell |
5,783
-37
| -0.6% | -$1.71K | 0.19% | 91 |
|
|
2025
Q1 | $355K | Sell |
5,820
-191
| -3% | -$11.6K | 0.27% | 71 |
|
|
2024
Q4 | $340K | Sell |
6,011
-68
| -1% | -$3.85K | 0.26% | 70 |
|
|
2024
Q3 | $315K | Sell |
6,079
-236
| -4% | -$12.2K | 0.24% | 75 |
|
|
2024
Q2 | $262K | Sell |
6,315
-310
| -5% | -$12.9K | 0.23% | 83 |
|
|
2024
Q1 | $359K | Sell |
6,625
-212
| -3% | -$11.5K | 0.37% | 66 |
|
|
2023
Q4 | $351K | Sell |
6,837
-97
| -1% | -$4.98K | 0.41% | 79 |
|
|
2023
Q3 | $402K | Sell |
6,934
-632
| -8% | -$36.7K | 0.5% | 70 |
|
|
2023
Q2 | $484K | Sell |
7,566
-10,878
| -59% | -$696K | 0.49% | 61 |
|
|
2023
Q1 | $1.28M | Buy |
18,444
+7,693
| +72% | +$533K | 1.3% | 15 |
|
|
2022
Q4 | $774K | Sell |
10,751
-51
| -0.5% | -$3.67K | 0.6% | 41 |
|
|
2022
Q3 | $768K | Buy |
10,802
+6
| +0.1% | +$427 | 0.61% | 27 |
|
|
2022
Q2 | $831K | Buy |
10,796
+384
| +4% | +$29.6K | 0.62% | 27 |
|
|
2022
Q1 | $760K | Buy |
10,412
+33
| +0.3% | +$2.41K | 0.5% | 39 |
|
|
2021
Q4 | $647K | Sell |
10,379
-110
| -1% | -$6.86K | 0.39% | 58 |
|
|
2021
Q3 | $621K | Buy |
10,489
+427
| +4% | +$25.3K | 0.39% | 58 |
|
|
2021
Q2 | $672K | Buy |
10,062
+365
| +4% | +$24.4K | 0.41% | 56 |
|
|
2021
Q1 | $612K | Sell |
9,697
-55
| -0.6% | -$3.47K | 0.4% | 54 |
|
|
2020
Q4 | $605K | Buy |
+9,752
| New | +$605K | 0.41% | 51 |
|