Commonwealth Financial Services’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 | $324K | Sell |
6,999
-73
| -1% | -$3.38K | 0.06% | 151 |
|
|
2025
Q1 | $431K | Buy |
7,072
+163
| +2% | +$9.94K | 0.09% | 119 |
|
|
2024
Q4 | $391K | Buy |
6,909
+904
| +15% | +$51.1K | 0.08% | 124 |
|
|
2024
Q3 | $318K | Sell |
6,005
-1,733
| -22% | -$91.7K | 0.06% | 143 |
|
|
2024
Q2 | $309K | Sell |
7,738
-595
| -7% | -$23.8K | 0.06% | 138 |
|
|
2024
Q1 | $428K | Hold |
8,333
| – | – | 0.1% | 104 |
|
|
2023
Q4 | $428K | Sell |
8,333
-480
| -5% | -$24.6K | 0.1% | 103 |
|
|
2023
Q3 | $512K | Buy |
+8,813
| New | +$512K | 0.15% | 95 |
|
|
2017
Q1 | $22K | Hold |
422
| – | – | 0.02% | 140 |
|
|
2016
Q4 | $21K | Sell |
422
-316
| -43% | -$15.7K | 0.02% | 130 |
|
|
2016
Q3 | $40K | Hold |
738
| – | – | 0.04% | 92 |
|
|
2016
Q2 | $54K | Hold |
738
| – | – | 0.06% | 83 |
|
|
2016
Q1 | $47K | Hold |
738
| – | – | 0.07% | 84 |
|
|
2015
Q4 | $51K | Hold |
738
| – | – | 0.17% | 69 |
|
|
2015
Q3 | $44K | Hold |
738
| – | – | 0.05% | 80 |
|
|
2015
Q2 | $49K | Hold |
738
| – | – | 0.05% | 89 |
|
|
2015
Q1 | $48K | Hold |
738
| – | – | 0.04% | 93 |
|
|
2014
Q4 | $44K | Buy |
+738
| New | +$44K | 0.04% | 88 |
|