Equitable Holdings’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 | $4.91M | Buy |
106,168
+12,755
| +14% | +$590K | 0.04% | 331 |
|
|
2025
Q1 | $5.7M | Buy |
93,413
+3,704
| +4% | +$226K | 0.05% | 272 |
|
|
2024
Q4 | $5.07M | Sell |
89,709
-3,974
| -4% | -$225K | 0.05% | 279 |
|
|
2024
Q3 | $4.85M | Buy |
93,683
+370
| +0.4% | +$19.1K | 0.05% | 286 |
|
|
2024
Q2 | $3.88M | Buy |
93,313
+1,809
| +2% | +$75.1K | 0.04% | 312 |
|
|
2024
Q1 | $4.96M | Buy |
91,504
+2,489
| +3% | +$135K | 0.06% | 242 |
|
|
2023
Q4 | $4.57M | Buy |
89,015
+8,390
| +10% | +$430K | 0.06% | 237 |
|
|
2023
Q3 | $4.68M | Buy |
80,625
+3,459
| +4% | +$201K | 0.07% | 209 |
|
|
2023
Q2 | $4.93M | Buy |
77,166
+1,823
| +2% | +$117K | 0.07% | 193 |
|
|
2023
Q1 | $5.22M | Buy |
75,343
+1,770
| +2% | +$123K | 0.08% | 171 |
|
|
2022
Q4 | $5.29M | Sell |
73,573
-1,098
| -1% | -$79K | 0.09% | 155 |
|
|
2022
Q3 | $5.31M | Sell |
74,671
-364
| -0.5% | -$25.9K | 0.1% | 145 |
|
|
2022
Q2 | $5.78M | Sell |
75,035
-139
| -0.2% | -$10.7K | 0.11% | 134 |
|
|
2022
Q1 | $5.49M | Buy |
75,174
+620
| +0.8% | +$45.3K | 0.09% | 144 |
|
|
2021
Q4 | $4.65M | Sell |
74,554
-3,844
| -5% | -$240K | 0.07% | 172 |
|
|
2021
Q3 | $4.64M | Buy |
78,398
+1,557
| +2% | +$92.1K | 0.08% | 156 |
|
|
2021
Q2 | $5.14M | Sell |
76,841
-7,591
| -9% | -$507K | 0.09% | 140 |
|
|
2021
Q1 | $5.33M | Buy |
84,432
+3,671
| +5% | +$232K | 0.11% | 133 |
|
|
2020
Q4 | $5.01M | Buy |
80,761
+402
| +0.5% | +$24.9K | 0.11% | 129 |
|
|
2020
Q3 | $4.85M | Buy |
80,359
+1,534
| +2% | +$92.5K | 0.13% | 113 |
|
|
2020
Q2 | $4.64M | Buy |
78,825
+7,779
| +11% | +$457K | 0.13% | 109 |
|
|
2020
Q1 | $3.96M | Buy |
71,046
+2,336
| +3% | +$130K | 0.14% | 101 |
|
|
2019
Q4 | $4.41M | Buy |
+68,710
| New | +$4.41M | 0.13% | 106 |
|