Everhart Financial Group’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 | $419K | Sell |
9,062
-94
| -1% | -$4.35K | 0.05% | 251 |
|
|
2025
Q1 | $558K | Buy |
9,156
+1,591
| +21% | +$97K | 0.08% | 184 |
|
|
2024
Q4 | $428K | Buy |
7,565
+1,296
| +21% | +$73.3K | 0.09% | 209 |
|
|
2024
Q3 | $324K | Buy |
+6,269
| New | +$324K | 0.07% | 251 |
|
|
2024
Q2 | – | Sell |
-4,333
| Closed | -$235K | – | 298 |
|
|
2024
Q1 | $235K | Buy |
+4,333
| New | +$235K | 0.07% | 245 |
|
|
2023
Q3 | – | Sell |
-5,180
| Closed | -$331K | – | 215 |
|
|
2023
Q2 | $331K | Buy |
5,180
+452
| +10% | +$28.9K | 0.14% | 146 |
|
|
2023
Q1 | $328K | Buy |
4,728
+56
| +1% | +$3.88K | 0.15% | 125 |
|
|
2022
Q4 | $336K | Sell |
4,672
-1,639
| -26% | -$118K | 0.17% | 108 |
|
|
2022
Q3 | $448K | Buy |
6,311
+336
| +6% | +$23.9K | 0.25% | 78 |
|
|
2022
Q2 | $460K | Buy |
5,975
+2,887
| +93% | +$222K | 0.28% | 81 |
|
|
2022
Q1 | $226K | Buy |
+3,088
| New | +$226K | 0.13% | 115 |
|