Eads & Heald 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 | $1M | Buy |
21,659
+2,482
| +13% | +$115K | 0.5% | 83 |
|
|
2025
Q1 | $1.17M | Sell |
19,177
-146
| -0.8% | -$8.91K | 0.59% | 72 |
|
|
2024
Q4 | $1.09M | Buy |
19,323
+505
| +3% | +$28.6K | 0.54% | 80 |
|
|
2024
Q3 | $974K | Buy |
18,818
+1,670
| +10% | +$86.4K | 0.46% | 88 |
|
|
2024
Q2 | $712K | Sell |
17,148
-3,383
| -16% | -$140K | 0.34% | 99 |
|
|
2024
Q1 | $1.11M | Sell |
20,531
-3,755
| -15% | -$204K | 0.52% | 87 |
|
|
2023
Q4 | $1.25M | Sell |
24,286
-2,346
| -9% | -$120K | 0.6% | 78 |
|
|
2023
Q3 | $1.55M | Sell |
26,632
-511
| -2% | -$29.7K | 0.81% | 59 |
|
|
2023
Q2 | $1.74M | Sell |
27,143
-1,858
| -6% | -$119K | 0.85% | 53 |
|
|
2023
Q1 | $2.01M | Sell |
29,001
-259
| -0.9% | -$18K | 1% | 40 |
|
|
2022
Q4 | $2.11M | Buy |
29,260
+3,214
| +12% | +$231K | 1.07% | 36 |
|
|
2022
Q3 | $1.85M | Buy |
26,046
+220
| +0.9% | +$15.6K | 1.05% | 42 |
|
|
2022
Q2 | $1.99M | Buy |
25,826
+262
| +1% | +$20.2K | 1.07% | 41 |
|
|
2022
Q1 | $1.87M | Buy |
25,564
+459
| +2% | +$33.5K | 0.87% | 53 |
|
|
2021
Q4 | $1.57M | Buy |
25,105
+125
| +0.5% | +$7.79K | 0.68% | 71 |
|
|
2021
Q3 | $1.48M | Buy |
24,980
+885
| +4% | +$52.4K | 0.71% | 69 |
|
|
2021
Q2 | $1.61M | Buy |
24,095
+384
| +2% | +$25.7K | 0.79% | 62 |
|
|
2021
Q1 | $1.5M | Buy |
23,711
+97
| +0.4% | +$6.12K | 0.77% | 67 |
|
|
2020
Q4 | $1.47M | Buy |
23,614
+9,908
| +72% | +$615K | 0.79% | 59 |
|
|
2020
Q3 | $826K | Sell |
13,706
-385
| -3% | -$23.2K | 0.49% | 83 |
|
|
2020
Q2 | $829K | Buy |
14,091
+181
| +1% | +$10.6K | 0.5% | 83 |
|
|
2020
Q1 | $775K | Buy |
13,910
+235
| +2% | +$13.1K | 0.55% | 81 |
|
|
2019
Q4 | $878K | Buy |
13,675
+3,180
| +30% | +$204K | 0.46% | 93 |
|
|
2019
Q3 | $532K | Buy |
+10,495
| New | +$532K | 0.3% | 105 |
|