Cornerstone Advisory’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
$285K Sell
6,167
-1,510
-20% -$69.9K 0.03% 192
2025
Q1
$365K Buy
7,677
+182
+2% +$8.66K 0.04% 166
2024
Q4
$404K Buy
7,495
+852
+13% +$45.9K 0.05% 159
2024
Q3
$344K Sell
6,643
-1,381
-17% -$71.5K 0.05% 167
2024
Q2
$333K Sell
8,024
-3,367
-30% -$140K 0.05% 159
2024
Q1
$618K Buy
11,391
+626
+6% +$33.9K 0.09% 125
2023
Q4
$552K Sell
10,765
-3,024
-22% -$155K 0.09% 128
2023
Q3
$800K Sell
13,789
-458
-3% -$26.6K 0.14% 94
2023
Q2
$911K Sell
14,247
-392
-3% -$25.1K 0.16% 88
2023
Q1
$1.01M Sell
14,639
-787
-5% -$54.5K 0.18% 82
2022
Q4
$1.11M Buy
15,426
+1,120
+8% +$80.6K 0.22% 71
2022
Q3
$1.02M Buy
14,306
+288
+2% +$20.5K 0.23% 69
2022
Q2
$1.08M Sell
14,018
-6,211
-31% -$478K 0.25% 66
2022
Q1
$1.48M Buy
20,229
+4,438
+28% +$324K 0.23% 76
2021
Q4
$984K Sell
15,791
-3,017
-16% -$188K 0.14% 110
2021
Q3
$1.11M Buy
18,808
+8
+0% +$473 0.18% 90
2021
Q2
$1.26M Buy
18,800
+4,142
+28% +$277K 0.21% 83
2021
Q1
$926K Buy
14,658
+1,388
+10% +$87.7K 0.18% 100
2020
Q4
$824K Buy
13,270
+6
+0% +$373 0.17% 107
2020
Q3
$799K Buy
13,264
+3,923
+42% +$236K 0.19% 97
2020
Q2
$549K Buy
9,341
+503
+6% +$29.6K 0.14% 111
2020
Q1
$493K Buy
8,838
+2,389
+37% +$133K 0.15% 92
2019
Q4
$414K Sell
6,449
-427
-6% -$27.4K 0.09% 123
2019
Q3
$349K Sell
6,876
-184
-3% -$9.34K 0.08% 128
2019
Q2
$320K Hold
7,060
0.07% 132
2019
Q1
$337K Sell
7,060
-33
-0.5% -$1.58K 0.07% 128
2018
Q4
$369K Buy
7,093
+1,137
+19% +$59.2K 0.1% 111
2018
Q3
$370K Buy
5,956
+67
+1% +$4.16K 0.11% 111
2018
Q2
$326K Sell
5,889
-184
-3% -$10.2K 0.11% 114
2018
Q1
$384K Buy
6,073
+33
+0.5% +$2.09K 0.14% 102
2017
Q4
$370K Buy
6,040
+117
+2% +$7.17K 0.13% 110
2017
Q3
$378K Sell
5,923
-150
-2% -$9.57K 0.13% 110
2017
Q2
$338K Sell
6,073
-632
-9% -$35.2K 0.11% 108
2017
Q1
$365K Sell
6,705
-577
-8% -$31.4K 0.18% 77
2016
Q4
$426K Buy
7,282
+432
+6% +$25.3K 0.32% 50
2016
Q3
$369K Buy
6,850
+346
+5% +$18.6K 0.3% 53
2016
Q2
$478K Sell
6,504
-26
-0.4% -$1.91K 0.4% 40
2016
Q1
$417K Buy
6,530
+2
+0% +$128 0.36% 45
2015
Q4
$449K Buy
+6,528
New +$449K 0.39% 42