Ellevest Inc’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 | $236K | Sell |
5,106
-1,337
| -21% | -$61.9K | 0.04% | 345 |
|
|
2025
Q1 | $393K | Sell |
6,443
-3,951
| -38% | -$241K | 0.03% | 239 |
|
|
2024
Q4 | $588K | Buy |
10,394
+1,657
| +19% | +$93.7K | 0.03% | 172 |
|
|
2024
Q3 | $452K | Sell |
8,737
-143
| -2% | -$7.4K | 0.03% | 238 |
|
|
2024
Q2 | $369K | Buy |
8,880
+186
| +2% | +$7.73K | 0.02% | 280 |
|
|
2024
Q1 | $471K | Buy |
8,694
+86
| +1% | +$4.66K | 0.03% | 218 |
|
|
2023
Q4 | $442K | Sell |
8,608
-1,164
| -12% | -$59.7K | 0.03% | 211 |
|
|
2023
Q3 | $567K | Sell |
9,772
-304
| -3% | -$17.6K | 0.04% | 128 |
|
|
2023
Q2 | $644K | Buy |
10,076
+634
| +7% | +$40.5K | 0.05% | 110 |
|
|
2023
Q1 | $654K | Sell |
9,442
-3,332
| -26% | -$231K | 0.05% | 95 |
|
|
2022
Q4 | $919K | Buy |
12,774
+1,078
| +9% | +$77.6K | 0.08% | 67 |
|
|
2022
Q3 | $831K | Buy |
11,696
+492
| +4% | +$35K | 0.08% | 57 |
|
|
2022
Q2 | $863K | Buy |
11,204
+1,153
| +11% | +$88.8K | 0.08% | 59 |
|
|
2022
Q1 | $734K | Buy |
10,051
+2,570
| +34% | +$188K | 0.06% | 74 |
|
|
2021
Q4 | $466K | Buy |
7,481
+4,707
| +170% | +$293K | 0.04% | 117 |
|
|
2021
Q3 | $164K | Buy |
2,774
+170
| +7% | +$10.1K | 0.02% | 308 |
|
|
2021
Q2 | $174K | Buy |
2,604
+366
| +16% | +$24.5K | 0.02% | 285 |
|
|
2021
Q1 | $141K | Sell |
2,238
-178
| -7% | -$11.2K | 0.02% | 286 |
|
|
2020
Q4 | $150K | Buy |
2,416
+289
| +14% | +$17.9K | 0.02% | 224 |
|
|
2020
Q3 | $128K | Buy |
2,127
+80
| +4% | +$4.81K | 0.02% | 190 |
|
|
2020
Q2 | $120K | Buy |
2,047
+500
| +32% | +$29.3K | 0.03% | 169 |
|
|
2020
Q1 | $86K | Sell |
1,547
-30
| -2% | -$1.67K | 0.02% | 158 |
|
|
2019
Q4 | $101K | Buy |
1,577
+1,355
| +610% | +$86.8K | 0.03% | 108 |
|
|
2019
Q3 | $11K | Sell |
222
-914
| -80% | -$45.3K | ﹤0.01% | 221 |
|
|
2019
Q2 | $52K | Buy |
+1,136
| New | +$52K | 0.02% | 114 |
|