CreativeOne Wealth’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 | $1.63M | Buy |
35,258
+2,510
| +8% | +$116K | 0.04% | 395 |
|
|
2025
Q1 | $2M | Buy |
32,748
+1,969
| +6% | +$120K | 0.06% | 306 |
|
|
2024
Q4 | $1.74M | Sell |
30,779
-2,913
| -9% | -$165K | 0.05% | 321 |
|
|
2024
Q3 | $1.74M | Buy |
33,692
+7,272
| +28% | +$376K | 0.06% | 297 |
|
|
2024
Q2 | $1.1M | Sell |
26,420
-2,116
| -7% | -$87.9K | 0.06% | 306 |
|
|
2024
Q1 | $1.55M | Buy |
28,536
+10,709
| +60% | +$581K | 0.06% | 279 |
|
|
2023
Q4 | $915K | Buy |
17,827
+4,592
| +35% | +$236K | 0.06% | 265 |
|
|
2023
Q3 | $768K | Sell |
13,235
-4,609
| -26% | -$267K | 0.06% | 272 |
|
|
2023
Q2 | $1.14M | Buy |
17,844
+29
| +0.2% | +$1.85K | 0.05% | 309 |
|
|
2023
Q1 | $1.24M | Sell |
17,815
-704
| -4% | -$48.8K | 0.06% | 266 |
|
|
2022
Q4 | $1.33M | Buy |
18,519
+1,928
| +12% | +$139K | 0.07% | 240 |
|
|
2022
Q3 | $1.18M | Buy |
16,591
+109
| +0.7% | +$7.75K | 0.07% | 235 |
|
|
2022
Q2 | $1.27M | Sell |
16,482
-258
| -2% | -$19.9K | 0.07% | 220 |
|
|
2022
Q1 | $1.22M | Buy |
16,740
+1,543
| +10% | +$113K | 0.06% | 247 |
|
|
2021
Q4 | $948K | Buy |
15,197
+2,481
| +20% | +$155K | 0.05% | 296 |
|
|
2021
Q3 | $752K | Buy |
12,716
+221
| +2% | +$13.1K | 0.04% | 306 |
|
|
2021
Q2 | $835K | Buy |
12,495
+3,593
| +40% | +$240K | 0.05% | 281 |
|
|
2021
Q1 | $562K | Sell |
8,902
-528
| -6% | -$33.3K | 0.04% | 310 |
|
|
2020
Q4 | $585K | Buy |
9,430
+4,948
| +110% | +$307K | 0.05% | 263 |
|
|
2020
Q3 | $270K | Buy |
4,482
+9
| +0.2% | +$542 | 0.04% | 222 |
|
|
2020
Q2 | $263K | Buy |
4,473
+12
| +0.3% | +$706 | 0.04% | 205 |
|
|
2020
Q1 | $248K | Sell |
4,461
-335
| -7% | -$18.6K | 0.05% | 174 |
|
|
2019
Q4 | $308K | Sell |
4,796
-581
| -11% | -$37.3K | 0.05% | 162 |
|
|
2019
Q3 | $272K | Sell |
5,377
-118
| -2% | -$5.97K | 0.05% | 145 |
|
|
2019
Q2 | $249K | Buy |
+5,495
| New | +$249K | 0.05% | 149 |
|