Dakota Wealth Management’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 | $2.77M | Sell |
59,878
-218,671
| -79% | -$10.1M | 0.06% | 222 |
|
|
2025
Q1 | $17M | Buy |
278,549
+18,256
| +7% | +$1.11M | 0.4% | 51 |
|
|
2024
Q4 | $14.7M | Buy |
260,293
+205,772
| +377% | +$11.6M | 0.34% | 62 |
|
|
2024
Q3 | $2.82M | Sell |
54,521
-1,644
| -3% | -$85.1K | 0.06% | 230 |
|
|
2024
Q2 | $2.33M | Buy |
56,165
+9,748
| +21% | +$405K | 0.05% | 241 |
|
|
2024
Q1 | $2.52M | Buy |
46,417
+27,158
| +141% | +$1.47M | 0.06% | 235 |
|
|
2023
Q4 | $988K | Sell |
19,259
-4,561
| -19% | -$234K | 0.04% | 311 |
|
|
2023
Q3 | $1.38M | Sell |
23,820
-3,418
| -13% | -$198K | 0.06% | 245 |
|
|
2023
Q2 | $1.74M | Buy |
27,238
+713
| +3% | +$45.6K | 0.08% | 199 |
|
|
2023
Q1 | $1.84M | Sell |
26,525
-5,375
| -17% | -$373K | 0.12% | 161 |
|
|
2022
Q4 | $2.3M | Sell |
31,900
-8,734
| -21% | -$628K | 0.16% | 138 |
|
|
2022
Q3 | $2.89M | Buy |
40,634
+19,225
| +90% | +$1.37M | 0.23% | 103 |
|
|
2022
Q2 | $1.65M | Buy |
21,409
+16,869
| +372% | +$1.3M | 0.15% | 144 |
|
|
2022
Q1 | $332K | Buy |
+4,540
| New | +$332K | 0.03% | 344 |
|
|
2021
Q2 | – | Sell |
-11,387
| Closed | -$719K | – | 331 |
|
|
2021
Q1 | $719K | Sell |
11,387
-318
| -3% | -$20.1K | 0.09% | 174 |
|
|
2020
Q4 | $726K | Buy |
+11,705
| New | +$726K | 0.09% | 176 |
|
|
2019
Q1 | – | Sell |
-5,570
| Closed | -$339K | – | 304 |
|
|
2018
Q4 | $339K | Sell |
5,570
-201
| -3% | -$12.2K | 0.08% | 203 |
|
|
2018
Q3 | $359K | Buy |
5,771
+356
| +7% | +$22.1K | 0.08% | 190 |
|
|
2018
Q2 | $299K | Buy |
+5,415
| New | +$299K | 0.08% | 166 |
|