Financial 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 | – | Sell |
-3,979
| Closed | -$243K | – | 79 |
|
|
2025
Q1 | $243K | Hold |
3,979
| – | – | 0.05% | 74 |
|
|
2024
Q4 | $225K | Hold |
3,979
| – | – | 0.04% | 78 |
|
|
2024
Q3 | $206K | Buy |
+3,979
| New | +$206K | 0.04% | 77 |
|
|
2024
Q2 | – | Sell |
-3,979
| Closed | -$216K | – | 76 |
|
|
2024
Q1 | $216K | Hold |
3,979
| – | – | 0.04% | 74 |
|
|
2023
Q4 | $204K | Buy |
3,979
+522
| +15% | +$26.8K | 0.05% | 75 |
|
|
2023
Q3 | $201K | Sell |
3,457
-1,000
| -22% | -$58K | 0.05% | 72 |
|
|
2023
Q2 | $285K | Sell |
4,457
-421
| -9% | -$26.9K | 0.07% | 60 |
|
|
2023
Q1 | $338K | Hold |
4,878
| – | – | 0.09% | 52 |
|
|
2022
Q4 | $351K | Sell |
4,878
-680
| -12% | -$48.9K | 0.1% | 50 |
|
|
2022
Q3 | $385K | Buy |
5,558
+1,069
| +24% | +$74K | 0.13% | 45 |
|
|
2022
Q2 | $346K | Sell |
4,489
-560
| -11% | -$43.2K | 0.12% | 49 |
|
|
2022
Q1 | $369K | Hold |
5,049
| – | – | 0.12% | 56 |
|
|
2021
Q4 | $315K | Hold |
5,049
| – | – | 0.1% | 67 |
|
|
2021
Q3 | $299K | Hold |
5,049
| – | – | 0.1% | 63 |
|
|
2021
Q2 | $337K | Hold |
5,049
| – | – | 0.12% | 61 |
|
|
2021
Q1 | $319K | Buy |
5,049
+212
| +4% | +$13.4K | 0.13% | 58 |
|
|
2020
Q4 | $300K | Buy |
4,837
+757
| +19% | +$47K | 0.13% | 57 |
|
|
2020
Q3 | $246K | Buy |
4,080
+7
| +0.2% | +$422 | 0.13% | 61 |
|
|
2020
Q2 | $239K | Sell |
4,073
-291
| -7% | -$17.1K | 0.13% | 59 |
|
|
2020
Q1 | $243K | Buy |
4,364
+6
| +0.1% | +$334 | 0.16% | 52 |
|
|
2019
Q4 | $280K | Buy |
+4,358
| New | +$280K | 0.16% | 52 |
|