Farther Finance Advisors’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 | $1.59M | Sell |
34,449
-1,463
| -4% | -$67.7K | 0.03% | 432 |
|
2025
Q1 | $2.14M | Buy |
35,912
+13,372
| +59% | +$796K | 0.05% | 286 |
|
2024
Q4 | $1.27M | Sell |
22,540
-19,032
| -46% | -$1.08M | 0.05% | 299 |
|
2024
Q3 | $2.15M | Buy |
41,572
+4,436
| +12% | +$230K | 0.08% | 196 |
|
2024
Q2 | $1.53M | Buy |
37,136
+772
| +2% | +$31.9K | 0.07% | 207 |
|
2024
Q1 | $1.93M | Buy |
36,364
+6,346
| +21% | +$336K | 0.12% | 148 |
|
2023
Q4 | $1.54M | Buy |
30,018
+4,218
| +16% | +$216K | 0.11% | 168 |
|
2023
Q3 | $1.5M | Buy |
25,800
+6,147
| +31% | +$357K | 0.24% | 81 |
|
2023
Q2 | $1.26M | Buy |
19,653
+15,036
| +326% | +$962K | 0.27% | 73 |
|
2023
Q1 | $320K | Buy |
4,617
+2,859
| +163% | +$198K | 0.09% | 193 |
|
2022
Q4 | $126K | Buy |
+1,758
| New | +$126K | 0.05% | 285 |
|