Creative Planning’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
450,193
-95,476
| -17% | -$4.42M | 0.02% | 328 |
|
|
2025
Q1 | $33.3M | Buy |
545,669
+27,890
| +5% | +$1.7M | 0.03% | 224 |
|
|
2024
Q4 | $29.3M | Buy |
517,779
+26,996
| +6% | +$1.53M | 0.03% | 226 |
|
|
2024
Q3 | $25.4M | Sell |
490,783
-41,187
| -8% | -$2.13M | 0.03% | 236 |
|
|
2024
Q2 | $22.1M | Buy |
531,970
+149,088
| +39% | +$6.19M | 0.02% | 245 |
|
|
2024
Q1 | $20.8M | Buy |
382,882
+40,960
| +12% | +$2.22M | 0.02% | 255 |
|
|
2023
Q4 | $17.5M | Sell |
341,922
-21,110
| -6% | -$1.08M | 0.03% | 268 |
|
|
2023
Q3 | $21.1M | Buy |
363,032
+18,243
| +5% | +$1.06M | 0.03% | 232 |
|
|
2023
Q2 | $22M | Buy |
344,789
+18,214
| +6% | +$1.16M | 0.03% | 207 |
|
|
2023
Q1 | $22.6M | Sell |
326,575
-3,826
| -1% | -$265K | 0.03% | 198 |
|
|
2022
Q4 | $23.8M | Buy |
330,401
+17,705
| +6% | +$1.27M | 0.04% | 188 |
|
|
2022
Q3 | $22.2M | Buy |
312,696
+3,090
| +1% | +$220K | 0.04% | 173 |
|
|
2022
Q2 | $23.8M | Buy |
309,606
+40,506
| +15% | +$3.12M | 0.04% | 179 |
|
|
2022
Q1 | $19.7M | Buy |
269,100
+6,647
| +3% | +$485K | 0.03% | 206 |
|
|
2021
Q4 | $16.4M | Sell |
262,453
-8,276
| -3% | -$516K | 0.03% | 208 |
|
|
2021
Q3 | $16M | Sell |
270,729
-4,098
| -1% | -$242K | 0.03% | 202 |
|
|
2021
Q2 | $18.4M | Sell |
274,827
-62,457
| -19% | -$4.17M | 0.03% | 183 |
|
|
2021
Q1 | $21.3M | Sell |
337,284
-2,311
| -0.7% | -$146K | 0.04% | 166 |
|
|
2020
Q4 | $21.1M | Buy |
339,595
+15,220
| +5% | +$944K | 0.05% | 155 |
|
|
2020
Q3 | $19.6M | Buy |
324,375
+19,276
| +6% | +$1.16M | 0.05% | 136 |
|
|
2020
Q2 | $17.9M | Buy |
305,099
+411
| +0.1% | +$24.2K | 0.05% | 132 |
|
|
2020
Q1 | $17M | Sell |
304,688
-19,706
| -6% | -$1.1M | 0.06% | 120 |
|
|
2019
Q4 | $20.8M | Buy |
324,394
+41,139
| +15% | +$2.64M | 0.06% | 121 |
|
|
2019
Q3 | $14.4M | Buy |
283,255
+331
| +0.1% | +$16.8K | 0.05% | 139 |
|
|
2019
Q2 | $12.8M | Sell |
282,924
-4,217
| -1% | -$191K | 0.04% | 150 |
|
|
2019
Q1 | $13.7M | Sell |
287,141
-8,319
| -3% | -$397K | 0.05% | 131 |
|
|
2018
Q4 | $15.4M | Sell |
295,460
-265
| -0.1% | -$13.8K | 0.06% | 117 |
|
|
2018
Q3 | $18.4M | Buy |
295,725
+16,361
| +6% | +$1.02M | 0.07% | 106 |
|
|
2018
Q2 | $15.5M | Sell |
279,364
-10,126
| -3% | -$560K | 0.06% | 116 |
|
|
2018
Q1 | $18.3M | Sell |
289,490
-13,135
| -4% | -$831K | 0.07% | 95 |
|
|
2017
Q4 | $18.5M | Buy |
302,625
+32,141
| +12% | +$1.97M | 0.08% | 93 |
|
|
2017
Q3 | $17.2M | Sell |
270,484
-23,678
| -8% | -$1.51M | 0.08% | 104 |
|
|
2017
Q2 | $16.4M | Buy |
294,162
+3,099
| +1% | +$173K | 0.08% | 98 |
|
|
2017
Q1 | $15.8M | Sell |
291,063
-33,956
| -10% | -$1.85M | 0.09% | 92 |
|
|
2016
Q4 | $19M | Sell |
325,019
-1,500
| -0.5% | -$87.7K | 0.12% | 87 |
|
|
2016
Q3 | $17.6M | Buy |
326,519
+42,990
| +15% | +$2.32M | 0.11% | 88 |
|
|
2016
Q2 | $20.9M | Buy |
283,529
+10,554
| +4% | +$776K | 0.15% | 66 |
|
|
2016
Q1 | $17.4M | Sell |
272,975
-2,475
| -0.9% | -$158K | 0.14% | 72 |
|
|
2015
Q4 | $18.9M | Buy |
275,450
+21,993
| +9% | +$1.51M | 0.16% | 72 |
|
|
2015
Q3 | $15M | Buy |
253,457
+60,527
| +31% | +$3.58M | 0.13% | 78 |
|
|
2015
Q2 | $12.8M | Buy |
192,930
+9,734
| +5% | +$648K | 0.12% | 85 |
|
|
2015
Q1 | $11.8M | Buy |
183,196
+16,639
| +10% | +$1.07M | 0.11% | 84 |
|
|
2014
Q4 | $9.83M | Buy |
166,557
+20,603
| +14% | +$1.22M | 0.1% | 94 |
|
|
2014
Q3 | $7.47M | Buy |
145,954
+10,446
| +8% | +$535K | 0.09% | 103 |
|
|
2014
Q2 | $6.57M | Buy |
135,508
+6,326
| +5% | +$307K | 0.09% | 103 |
|
|
2014
Q1 | $6.71M | Sell |
129,182
-2,197
| -2% | -$114K | 0.1% | 93 |
|
|
2013
Q4 | $6.98M | Buy |
131,379
+11,440
| +10% | +$608K | 0.12% | 84 |
|
|
2013
Q3 | $5.55M | Buy |
119,939
+19,239
| +19% | +$890K | 0.11% | 80 |
|
|
2013
Q2 | $4.5M | Buy |
+100,700
| New | +$4.5M | 0.1% | 83 |
|