Connecticut Wealth Management’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 | – | Sell |
-4,343
| Closed | -$265K | – | 312 |
|
|
2025
Q1 | $265K | Buy |
4,343
+461
| +12% | +$28.1K | 0.01% | 264 |
|
|
2024
Q4 | $220K | Sell |
3,882
-145
| -4% | -$8.2K | 0.01% | 255 |
|
|
2024
Q3 | $208K | Buy |
+4,027
| New | +$208K | 0.01% | 314 |
|
|
2024
Q2 | – | Sell |
-4,264
| Closed | -$231K | – | 325 |
|
|
2024
Q1 | $231K | Buy |
4,264
+286
| +7% | +$15.5K | 0.01% | 302 |
|
|
2023
Q4 | $204K | Sell |
3,978
-159
| -4% | -$8.16K | 0.01% | 315 |
|
|
2023
Q3 | $240K | Buy |
+4,137
| New | +$240K | 0.02% | 259 |
|
|
2022
Q4 | – | Sell |
-4,655
| Closed | -$331K | – | 205 |
|
|
2022
Q3 | $331K | Sell |
4,655
-173
| -4% | -$12.3K | 0.03% | 136 |
|
|
2022
Q2 | $372K | Buy |
4,828
+911
| +23% | +$70.2K | 0.03% | 134 |
|
|
2022
Q1 | $286K | Sell |
3,917
-125
| -3% | -$9.13K | 0.02% | 153 |
|
|
2021
Q4 | $252K | Sell |
4,042
-723
| -15% | -$45.1K | 0.02% | 177 |
|
|
2021
Q3 | $282K | Buy |
4,765
+552
| +13% | +$32.7K | 0.02% | 163 |
|
|
2021
Q2 | $281K | Buy |
4,213
+184
| +5% | +$12.3K | 0.02% | 156 |
|
|
2021
Q1 | $254K | Buy |
+4,029
| New | +$254K | 0.02% | 144 |
|
|
2020
Q4 | – | Sell |
-4,108
| Closed | -$248K | – | 191 |
|
|
2020
Q3 | $248K | Buy |
+4,108
| New | +$248K | 0.03% | 176 |
|
|
2019
Q1 | – | Sell |
-4,124
| Closed | -$214K | – | 70 |
|
|
2018
Q4 | $214K | Sell |
4,124
-300
| -7% | -$15.6K | 0.09% | 71 |
|
|
2018
Q3 | $275K | Hold |
4,424
| – | – | 0.12% | 62 |
|
|
2018
Q2 | $244K | Buy |
4,424
+2
| +0% | +$110 | 0.12% | 59 |
|
|
2018
Q1 | $274K | Buy |
4,422
+1,093
| +33% | +$67.7K | 0.16% | 53 |
|
|
2017
Q4 | $206K | Hold |
3,329
| – | – | 0.11% | 58 |
|
|
2017
Q3 | $214K | Buy |
+3,329
| New | +$214K | 0.13% | 62 |
|
|
2017
Q2 | – | Sell |
-4,229
| Closed | -$224K | – | 63 |
|
|
2017
Q1 | $224K | Buy |
+4,229
| New | +$224K | 0.14% | 57 |
|