Delta Financial Advisors’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 | $838K | Sell |
18,105
-701
| -4% | -$32.4K | 0.29% | 77 |
|
|
2025
Q1 | $1.15M | Sell |
18,806
-148
| -0.8% | -$9.03K | 0.43% | 66 |
|
|
2024
Q4 | $1.07M | Sell |
18,954
-372
| -2% | -$21K | 0.4% | 68 |
|
|
2024
Q3 | $1,000K | Buy |
19,326
+2,969
| +18% | +$154K | 0.36% | 76 |
|
|
2024
Q2 | $679K | Sell |
16,357
-960
| -6% | -$39.9K | 0.26% | 79 |
|
|
2024
Q1 | $939K | Sell |
17,317
-671
| -4% | -$36.4K | 0.37% | 74 |
|
|
2023
Q4 | $923K | Sell |
17,988
-11,231
| -38% | -$576K | 0.4% | 72 |
|
|
2023
Q3 | $1.7M | Sell |
29,219
-56
| -0.2% | -$3.25K | 0.76% | 48 |
|
|
2023
Q2 | $1.87M | Buy |
29,275
+3,936
| +16% | +$252K | 0.83% | 44 |
|
|
2023
Q1 | $1.76M | Sell |
25,339
-773
| -3% | -$53.6K | 0.85% | 45 |
|
|
2022
Q4 | $1.88M | Buy |
26,112
+32
| +0.1% | +$2.3K | 0.91% | 40 |
|
|
2022
Q3 | $1.85M | Buy |
26,080
+203
| +0.8% | +$14.4K | 0.98% | 38 |
|
|
2022
Q2 | $1.99M | Sell |
25,877
-375
| -1% | -$28.9K | 0.99% | 36 |
|
|
2022
Q1 | $1.92M | Sell |
26,252
-254
| -1% | -$18.5K | 0.82% | 45 |
|
|
2021
Q4 | $1.65M | Buy |
26,506
+305
| +1% | +$19K | 0.67% | 55 |
|
|
2021
Q3 | $1.55M | Buy |
26,201
+161
| +0.6% | +$9.52K | 0.69% | 54 |
|
|
2021
Q2 | $1.74M | Sell |
26,040
-105
| -0.4% | -$7.02K | 0.77% | 50 |
|
|
2021
Q1 | $1.65M | Buy |
26,145
+362
| +1% | +$22.9K | 0.77% | 51 |
|
|
2020
Q4 | $1.6M | Sell |
25,783
-371
| -1% | -$23K | 0.8% | 49 |
|
|
2020
Q3 | $1.58M | Sell |
26,154
-897
| -3% | -$54.1K | 0.87% | 45 |
|
|
2020
Q2 | $1.59M | Sell |
27,051
-2,014
| -7% | -$118K | 0.94% | 40 |
|
|
2020
Q1 | $1.62M | Sell |
29,065
-1,804
| -6% | -$101K | 1.11% | 31 |
|
|
2019
Q4 | $1.98M | Buy |
30,869
+11,509
| +59% | +$739K | 0.78% | 53 |
|
|
2019
Q3 | $982K | Buy |
19,360
+4,990
| +35% | +$253K | 0.4% | 82 |
|
|
2019
Q2 | $652K | Buy |
+14,370
| New | +$652K | 0.27% | 88 |
|