FAS Wealth Partners’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 | $335K | Buy |
7,234
+102
| +1% | +$4.72K | 0.02% | 256 |
|
|
2025
Q1 | $435K | Sell |
7,132
-309
| -4% | -$18.8K | 0.04% | 221 |
|
|
2024
Q4 | $421K | Sell |
7,441
-6
| -0.1% | -$339 | 0.04% | 223 |
|
|
2024
Q3 | $385K | Buy |
7,447
+74
| +1% | +$3.83K | 0.03% | 241 |
|
|
2024
Q2 | $306K | Sell |
7,373
-332
| -4% | -$13.8K | 0.03% | 251 |
|
|
2024
Q1 | $418K | Sell |
7,705
-285
| -4% | -$15.5K | 0.04% | 225 |
|
|
2023
Q4 | $410K | Sell |
7,990
-1,120
| -12% | -$57.5K | 0.04% | 215 |
|
|
2023
Q3 | $529K | Sell |
9,110
-309
| -3% | -$17.9K | 0.06% | 182 |
|
|
2023
Q2 | $602K | Sell |
9,419
-1,782
| -16% | -$114K | 0.08% | 162 |
|
|
2023
Q1 | $776K | Buy |
11,201
+623
| +6% | +$43.2K | 0.08% | 163 |
|
|
2022
Q4 | $761K | Sell |
10,578
-685
| -6% | -$49.3K | 0.09% | 170 |
|
|
2022
Q3 | $801K | Buy |
11,263
+631
| +6% | +$44.9K | 0.09% | 147 |
|
|
2022
Q2 | $819K | Buy |
10,632
+2,897
| +37% | +$223K | 0.09% | 147 |
|
|
2022
Q1 | $565K | Buy |
7,735
+248
| +3% | +$18.1K | 0.05% | 180 |
|
|
2021
Q4 | $467K | Sell |
7,487
-289
| -4% | -$18K | 0.04% | 204 |
|
|
2021
Q3 | $460K | Sell |
7,776
-3,470
| -31% | -$205K | 0.04% | 190 |
|
|
2021
Q2 | $751K | Sell |
11,246
-344
| -3% | -$23K | 0.07% | 152 |
|
|
2021
Q1 | $732K | Sell |
11,590
-148
| -1% | -$9.35K | 0.08% | 147 |
|
|
2020
Q4 | $728K | Buy |
11,738
+67
| +0.6% | +$4.16K | 0.08% | 141 |
|
|
2020
Q3 | $704K | Buy |
11,671
+712
| +6% | +$42.9K | 0.1% | 135 |
|
|
2020
Q2 | $644K | Buy |
10,959
+197
| +2% | +$11.6K | 0.09% | 134 |
|
|
2020
Q1 | $600K | Buy |
10,762
+574
| +6% | +$32K | 0.1% | 122 |
|
|
2019
Q4 | $654K | Buy |
10,188
+668
| +7% | +$42.9K | 0.11% | 122 |
|
|
2019
Q3 | $483K | Buy |
9,520
+70
| +0.7% | +$3.55K | 0.09% | 131 |
|
|
2019
Q2 | $429K | Buy |
9,450
+67
| +0.7% | +$3.04K | 0.08% | 140 |
|
|
2019
Q1 | $448K | Buy |
9,383
+115
| +1% | +$5.49K | 0.09% | 135 |
|
|
2018
Q4 | $482K | Sell |
9,268
-542
| -6% | -$28.2K | 0.11% | 122 |
|
|
2018
Q3 | $609K | Buy |
9,810
+51
| +0.5% | +$3.17K | 0.14% | 97 |
|
|
2018
Q2 | $540K | Buy |
9,759
+56
| +0.6% | +$3.1K | 0.15% | 102 |
|
|
2018
Q1 | $614K | Buy |
9,703
+247
| +3% | +$15.6K | 0.18% | 92 |
|
|
2017
Q4 | $579K | Sell |
9,456
-21
| -0.2% | -$1.29K | 0.15% | 97 |
|
|
2017
Q3 | $604K | Buy |
9,477
+624
| +7% | +$39.8K | 0.17% | 87 |
|
|
2017
Q2 | $493K | Sell |
8,853
-452
| -5% | -$25.2K | 0.15% | 95 |
|
|
2017
Q1 | $506K | Sell |
9,305
-344
| -4% | -$18.7K | 0.16% | 93 |
|
|
2016
Q4 | $564K | Buy |
9,649
+1,069
| +12% | +$62.5K | 0.17% | 78 |
|
|
2016
Q3 | $463K | Buy |
8,580
+527
| +7% | +$28.4K | 0.15% | 87 |
|
|
2016
Q2 | $592K | Buy |
8,053
+924
| +13% | +$67.9K | 0.22% | 64 |
|
|
2016
Q1 | $455K | Buy |
7,129
+335
| +5% | +$21.4K | 0.23% | 52 |
|
|
2015
Q4 | $467K | Buy |
6,794
+23
| +0.3% | +$1.58K | 0.23% | 64 |
|
|
2015
Q3 | $401K | Buy |
6,771
+610
| +10% | +$36.1K | 0.23% | 57 |
|
|
2015
Q2 | $410K | Buy |
6,161
+409
| +7% | +$27.2K | 0.21% | 58 |
|
|
2015
Q1 | $371K | Buy |
5,752
+9
| +0.2% | +$580 | 0.19% | 58 |
|
|
2014
Q4 | $339K | Buy |
5,743
+10
| +0.2% | +$590 | 0.18% | 60 |
|
|
2014
Q3 | $293K | Buy |
5,733
+12
| +0.2% | +$613 | 0.17% | 69 |
|
|
2014
Q2 | $278K | Buy |
5,721
+111
| +2% | +$5.39K | 0.16% | 69 |
|
|
2014
Q1 | $291K | Sell |
5,610
-389
| -6% | -$20.2K | 0.2% | 62 |
|
|
2013
Q4 | $319K | Buy |
+5,999
| New | +$319K | 0.19% | 60 |
|