DAS
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Dynamic Advisor Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
30,280
-211
-0.7% -$9.77K 0.04% 373
2025
Q1
$1.86M Buy
30,491
+11,437
+60% +$698K 0.06% 294
2024
Q4
$1.08M Sell
19,054
-11,419
-37% -$646K 0.05% 301
2024
Q3
$1.58M Sell
30,473
-247
-0.8% -$12.8K 0.05% 343
2024
Q2
$1.28M Sell
30,720
-3,603
-10% -$150K 0.04% 394
2024
Q1
$1.86M Sell
34,323
-1,501
-4% -$81.4K 0.06% 308
2023
Q4
$1.87M Sell
35,824
-1,122
-3% -$58.6K 0.07% 294
2023
Q3
$2.14M Buy
36,946
+3,893
+12% +$226K 0.1% 226
2023
Q2
$2.11M Sell
33,053
-559
-2% -$35.7K 0.11% 210
2023
Q1
$2.33M Sell
33,612
-5,124
-13% -$355K 0.14% 191
2022
Q4
$2.79M Buy
38,736
+10,363
+37% +$746K 0.19% 133
2022
Q3
$2.02M Buy
28,373
+6,251
+28% +$444K 0.15% 151
2022
Q2
$1.7M Buy
22,122
+943
+4% +$72.6K 0.13% 177
2022
Q1
$1.55M Buy
21,179
+3,336
+19% +$244K 0.11% 198
2021
Q4
$1.11M Sell
17,843
-22,172
-55% -$1.38M 0.08% 253
2021
Q3
$2.37M Sell
40,015
-1,973
-5% -$117K 0.18% 140
2021
Q2
$2.81M Sell
41,988
-1,770
-4% -$118K 0.22% 113
2021
Q1
$2.76M Buy
43,758
+18,560
+74% +$1.17M 0.26% 100
2020
Q4
$1.56M Buy
25,198
+3,906
+18% +$242K 0.15% 168
2020
Q3
$1.28M Buy
21,292
+1,386
+7% +$83.6K 0.15% 170
2020
Q2
$1.17M Buy
19,906
+1,130
+6% +$66.4K 0.16% 160
2020
Q1
$1.05M Sell
18,776
-11,471
-38% -$640K 0.19% 147
2019
Q4
$1.94M Buy
30,247
+1,617
+6% +$104K 0.26% 100
2019
Q3
$1.45M Sell
28,630
-11,283
-28% -$572K 0.23% 120
2019
Q2
$1.81M Buy
39,913
+17,163
+75% +$778K 0.29% 92
2019
Q1
$1.09M Buy
22,750
+235
+1% +$11.2K 0.2% 126
2018
Q4
$1.1M Sell
22,515
-598
-3% -$29.3K 0.23% 117
2018
Q3
$1.44M Sell
23,113
-55
-0.2% -$3.42K 0.3% 104
2018
Q2
$1.28M Buy
23,168
+2,721
+13% +$151K 0.29% 102
2018
Q1
$1.29M Buy
20,447
+3,724
+22% +$235K 0.33% 93
2017
Q4
$1.03M Buy
16,723
+2
+0% +$123 0.34% 101
2017
Q3
$1.07M Sell
16,721
-644
-4% -$41.1K 0.42% 80
2017
Q2
$968K Buy
17,365
+9,690
+126% +$540K 0.37% 84
2017
Q1
$417K Sell
7,675
-16,778
-69% -$912K 0.16% 149
2016
Q4
$1.43M Sell
24,453
-1,278
-5% -$74.7K 0.57% 50
2016
Q3
$1.39M Buy
25,731
+6,237
+32% +$336K 0.53% 56
2016
Q2
$1.43M Buy
19,494
+10,299
+112% +$758K 0.58% 52
2016
Q1
$587K Buy
9,195
+169
+2% +$10.8K 0.25% 103
2015
Q4
$621K Buy
9,026
+63
+0.7% +$4.33K 0.26% 102
2015
Q3
$531K Buy
8,963
+975
+12% +$57.8K 0.27% 92
2015
Q2
$532K Buy
7,988
+581
+8% +$38.7K 0.31% 88
2015
Q1
$478K Buy
7,407
+313
+4% +$20.2K 0.24% 120
2014
Q4
$419K Buy
+7,094
New +$419K 0.22% 131