Concord Wealth Partners’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 | $1.07M | Buy |
23,091
+5,182
| +29% | +$240K | 0.16% | 127 |
|
|
2025
Q1 | $1.09M | Buy |
17,909
+846
| +5% | +$51.6K | 0.18% | 111 |
|
|
2024
Q4 | $965K | Buy |
17,063
+11,880
| +229% | +$672K | 0.16% | 105 |
|
|
2024
Q3 | $268K | Sell |
5,183
-315
| -6% | -$16.3K | 0.04% | 181 |
|
|
2024
Q2 | $228K | Sell |
5,498
-1,301
| -19% | -$54K | 0.04% | 185 |
|
|
2024
Q1 | $369K | Sell |
6,799
-23,840
| -78% | -$1.29M | 0.07% | 163 |
|
|
2023
Q4 | $1.57M | Buy |
30,639
+9,020
| +42% | +$463K | 0.31% | 69 |
|
|
2023
Q3 | $1.25M | Buy |
21,619
+1,330
| +7% | +$77.2K | 0.27% | 68 |
|
|
2023
Q2 | $1.3M | Buy |
20,289
+7,197
| +55% | +$460K | 0.28% | 60 |
|
|
2023
Q1 | $907K | Buy |
13,092
+3,910
| +43% | +$271K | 0.26% | 51 |
|
|
2022
Q4 | $661K | Sell |
9,182
-3,835
| -29% | -$276K | 0.2% | 71 |
|
|
2022
Q3 | $925K | Sell |
13,017
-335
| -3% | -$23.8K | 0.29% | 50 |
|
|
2022
Q2 | $1.03M | Buy |
13,352
+1,194
| +10% | +$91.9K | 0.28% | 48 |
|
|
2022
Q1 | $888K | Buy |
12,158
+634
| +6% | +$46.3K | 0.23% | 58 |
|
|
2021
Q4 | $718K | Buy |
11,524
+7,103
| +161% | +$443K | 0.18% | 72 |
|
|
2021
Q3 | $262K | Sell |
4,421
-4,670
| -51% | -$277K | 0.11% | 70 |
|
|
2021
Q2 | $607K | Buy |
9,091
+391
| +4% | +$26.1K | 0.17% | 54 |
|
|
2021
Q1 | $549K | Buy |
8,700
+4,402
| +102% | +$278K | 0.18% | 51 |
|
|
2020
Q4 | $267K | Buy |
+4,298
| New | +$267K | 0.21% | 56 |
|