CFGS
Concourse Financial Group Securities’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,851
| Closed | -$799K | – | 997 |
|
|
2024
Q4 | $799K | Buy |
13,851
+1,118
| +9% | +$64.5K | 0.05% | 371 |
|
|
2024
Q3 | $659K | Buy |
12,733
+255
| +2% | +$13.2K | 0.04% | 397 |
|
|
2024
Q2 | $518K | Sell |
12,478
-905
| -7% | -$37.6K | 0.03% | 437 |
|
|
2024
Q1 | $726K | Sell |
13,383
-846
| -6% | -$45.9K | 0.05% | 366 |
|
|
2023
Q4 | $730K | Sell |
14,229
-27,326
| -66% | -$1.4M | 0.05% | 358 |
|
|
2023
Q3 | $2.41M | Sell |
41,555
-5,659
| -12% | -$328K | 0.19% | 118 |
|
|
2023
Q2 | $3.02M | Buy |
47,214
+236
| +0.5% | +$15.1K | 0.23% | 98 |
|
|
2023
Q1 | $3.26M | Buy |
46,978
+1,902
| +4% | +$132K | 0.25% | 91 |
|
|
2022
Q4 | $3.24M | Buy |
45,076
+1,523
| +3% | +$110K | 0.26% | 89 |
|
|
2022
Q3 | $3.1M | Buy |
43,553
+3,631
| +9% | +$258K | 0.29% | 84 |
|
|
2022
Q2 | $3.1M | Sell |
39,922
-1,559
| -4% | -$121K | 0.26% | 87 |
|
|
2022
Q1 | $3.05M | Sell |
41,481
-8,658
| -17% | -$637K | 0.22% | 99 |
|
|
2021
Q4 | $3.13M | Sell |
50,139
-6,848
| -12% | -$427K | 0.18% | 117 |
|
|
2021
Q3 | $3.4M | Sell |
56,987
-934
| -2% | -$55.7K | 0.21% | 106 |
|
|
2021
Q2 | $3.87M | Buy |
57,921
+1,892
| +3% | +$126K | 0.24% | 90 |
|
|
2021
Q1 | $3.56M | Buy |
56,029
+2,341
| +4% | +$149K | 0.25% | 86 |
|
|
2020
Q4 | $3.36M | Buy |
53,688
+3,140
| +6% | +$196K | 0.25% | 86 |
|
|
2020
Q3 | $3.05M | Buy |
50,548
+1,268
| +3% | +$76.5K | 0.27% | 83 |
|
|
2020
Q2 | $2.9M | Buy |
49,280
+1,941
| +4% | +$114K | 0.28% | 79 |
|
|
2020
Q1 | $2.64M | Buy |
47,339
+2,078
| +5% | +$116K | 0.29% | 71 |
|
|
2019
Q4 | $2.91M | Buy |
45,261
+31,934
| +240% | +$2.05M | 0.29% | 75 |
|
|
2019
Q3 | $676K | Sell |
13,327
-32,830
| -71% | -$1.67M | 0.17% | 102 |
|
|
2019
Q2 | $2.09M | Buy |
46,157
+22,343
| +94% | +$1.01M | 0.21% | 90 |
|
|
2019
Q1 | $1.14M | Sell |
23,814
-325
| -1% | -$15.5K | 0.12% | 148 |
|
|
2018
Q4 | $1.25M | Buy |
24,139
+13,430
| +125% | +$698K | 0.15% | 130 |
|
|
2018
Q3 | $665K | Buy |
+10,709
| New | +$665K | 0.19% | 118 |
|