Creative Financial Designs’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 | $52K | Buy |
1,123
+237
| +27% | +$11K | ﹤0.01% | 852 |
|
|
2025
Q1 | $54K | Buy |
886
+137
| +18% | +$8.36K | ﹤0.01% | 806 |
|
|
2024
Q4 | $42.4K | Buy |
749
+51
| +7% | +$2.89K | ﹤0.01% | 841 |
|
|
2024
Q3 | $36.1K | Hold |
698
| – | – | ﹤0.01% | 881 |
|
|
2024
Q2 | $29K | Hold |
698
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $37.9K | Buy |
698
+112
| +19% | +$6.07K | ﹤0.01% | 800 |
|
|
2023
Q4 | $30.1K | Buy |
586
+33
| +6% | +$1.69K | ﹤0.01% | 814 |
|
|
2023
Q3 | $32.1K | Sell |
553
-109
| -16% | -$6.33K | ﹤0.01% | 740 |
|
|
2023
Q2 | $42.3K | Buy |
662
+156
| +31% | +$9.97K | 0.01% | 673 |
|
|
2023
Q1 | $35.1K | Hold |
506
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $36.4K | Sell |
506
-65
| -11% | -$4.68K | 0.01% | 627 |
|
|
2022
Q3 | $41K | Sell |
571
-79
| -12% | -$5.67K | 0.01% | 593 |
|
|
2022
Q2 | $50K | Hold |
650
| – | – | 0.01% | 544 |
|
|
2022
Q1 | $47K | Sell |
650
-6,278
| -91% | -$454K | 0.01% | 573 |
|
|
2021
Q4 | $432K | Buy |
6,928
+490
| +8% | +$30.6K | 0.07% | 207 |
|
|
2021
Q3 | $381K | Sell |
6,438
-206
| -3% | -$12.2K | 0.06% | 212 |
|
|
2021
Q2 | $444K | Buy |
6,644
+1,463
| +28% | +$97.8K | 0.08% | 194 |
|
|
2021
Q1 | $327K | Buy |
5,181
+16
| +0.3% | +$1.01K | 0.06% | 215 |
|
|
2020
Q4 | $320K | Sell |
5,165
-240
| -4% | -$14.9K | 0.07% | 206 |
|
|
2020
Q3 | $326K | Buy |
5,405
+3,894
| +258% | +$235K | 0.08% | 182 |
|
|
2020
Q2 | $89K | Buy |
1,511
+175
| +13% | +$10.3K | 0.03% | 309 |
|
|
2020
Q1 | $74K | Hold |
1,336
| – | – | 0.04% | 198 |
|
|
2019
Q4 | $85K | Buy |
1,336
+331
| +33% | +$21.1K | 0.04% | 207 |
|
|
2019
Q3 | $49K | Sell |
1,005
-150
| -13% | -$7.31K | 0.03% | 235 |
|
|
2019
Q2 | $53K | Hold |
1,155
| – | – | 0.03% | 224 |
|
|
2019
Q1 | $55K | Hold |
1,155
| – | – | 0.03% | 214 |
|
|
2018
Q4 | $60K | Buy |
1,155
+23
| +2% | +$1.2K | 0.04% | 172 |
|
|
2018
Q3 | $70K | Buy |
1,132
+221
| +24% | +$13.7K | 0.04% | 189 |
|
|
2018
Q2 | $50K | Sell |
911
-800
| -47% | -$43.9K | 0.03% | 239 |
|
|
2018
Q1 | $108K | Hold |
1,711
| – | – | 0.07% | 163 |
|
|
2017
Q4 | $105K | Buy |
1,711
+950
| +125% | +$58.3K | 0.07% | 163 |
|
|
2017
Q3 | $49K | Buy |
761
+125
| +20% | +$8.05K | 0.03% | 244 |
|
|
2017
Q2 | $35K | Buy |
636
+528
| +489% | +$29.1K | 0.02% | 264 |
|
|
2017
Q1 | $6K | Buy |
108
+67
| +163% | +$3.72K | ﹤0.01% | 452 |
|
|
2016
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 571 |
|