Cooper Financial Group’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 | $603K | Sell |
13,031
-2,821
| -18% | -$131K | 0.07% | 212 |
|
|
2025
Q1 | $967K | Buy |
15,852
+1,700
| +12% | +$104K | 0.13% | 146 |
|
|
2024
Q4 | $800K | Buy |
14,152
+279
| +2% | +$15.8K | 0.1% | 174 |
|
|
2024
Q3 | $718K | Sell |
13,873
-4,895
| -26% | -$253K | 0.09% | 193 |
|
|
2024
Q2 | $779K | Sell |
18,768
-3,228
| -15% | -$134K | 0.11% | 160 |
|
|
2024
Q1 | $1.19M | Buy |
21,996
+2,539
| +13% | +$138K | 0.2% | 98 |
|
|
2023
Q4 | $998K | Buy |
19,457
+489
| +3% | +$25.1K | 0.18% | 110 |
|
|
2023
Q3 | $1.1M | Buy |
18,968
+407
| +2% | +$23.6K | 0.26% | 91 |
|
|
2023
Q2 | $1.19M | Buy |
18,561
+2,893
| +18% | +$185K | 0.29% | 80 |
|
|
2023
Q1 | $1.09M | Buy |
15,668
+1,061
| +7% | +$73.5K | 0.29% | 83 |
|
|
2022
Q4 | $1.05M | Buy |
14,607
+1,423
| +11% | +$102K | 0.32% | 76 |
|
|
2022
Q3 | $937K | Buy |
13,184
+2,069
| +19% | +$147K | 0.34% | 74 |
|
|
2022
Q2 | $856K | Buy |
11,115
+1,669
| +18% | +$129K | 0.31% | 84 |
|
|
2022
Q1 | $690K | Buy |
9,446
+332
| +4% | +$24.3K | 0.26% | 87 |
|
|
2021
Q4 | $568K | Sell |
9,114
-1,197
| -12% | -$74.6K | 0.21% | 108 |
|
|
2021
Q3 | $610K | Buy |
10,311
+439
| +4% | +$26K | 0.13% | 111 |
|
|
2021
Q2 | $660K | Buy |
9,872
+78
| +0.8% | +$5.22K | 0.13% | 103 |
|
|
2021
Q1 | $618K | Sell |
9,794
-3,605
| -27% | -$227K | 0.14% | 103 |
|
|
2020
Q4 | $831K | Buy |
13,399
+3,421
| +34% | +$212K | 0.17% | 104 |
|
|
2020
Q3 | $602K | Buy |
9,978
+124
| +1% | +$7.48K | 0.17% | 81 |
|
|
2020
Q2 | $579K | Buy |
9,854
+4,205
| +74% | +$247K | 0.19% | 75 |
|
|
2020
Q1 | $315K | Buy |
5,649
+1,050
| +23% | +$58.6K | 0.13% | 104 |
|
|
2019
Q4 | $295K | Buy |
+4,599
| New | +$295K | 0.12% | 108 |
|