Financial Advocates Investment Management’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 | $230K | Sell |
4,963
-6,813
| -58% | -$315K | 0.02% | 556 |
|
|
2025
Q1 | $718K | Sell |
11,776
-5,514
| -32% | -$336K | 0.05% | 345 |
|
|
2024
Q4 | $978K | Sell |
17,290
-521
| -3% | -$29.5K | 0.06% | 304 |
|
|
2024
Q3 | $922K | Buy |
17,811
+1,228
| +7% | +$63.5K | 0.05% | 322 |
|
|
2024
Q2 | $689K | Sell |
16,583
-2,825
| -15% | -$117K | 0.04% | 366 |
|
|
2024
Q1 | $1.05M | Buy |
19,408
+2,224
| +13% | +$121K | 0.06% | 298 |
|
|
2023
Q4 | $882K | Buy |
17,184
+1,576
| +10% | +$80.9K | 0.06% | 312 |
|
|
2023
Q3 | $906K | Sell |
15,608
-3,032
| -16% | -$176K | 0.07% | 286 |
|
|
2023
Q2 | $1.19M | Sell |
18,640
-562
| -3% | -$35.9K | 0.09% | 238 |
|
|
2023
Q1 | $1.33M | Buy |
19,202
+2,584
| +16% | +$179K | 0.1% | 227 |
|
|
2022
Q4 | $1.21M | Buy |
16,618
+1,111
| +7% | +$80.6K | 0.09% | 246 |
|
|
2022
Q3 | $1.04M | Sell |
15,507
-5,886
| -28% | -$396K | 0.09% | 243 |
|
|
2022
Q2 | $1.65M | Sell |
21,393
-421
| -2% | -$32.4K | 0.13% | 189 |
|
|
2022
Q1 | $1.59M | Sell |
21,814
-3,839
| -15% | -$280K | 0.11% | 219 |
|
|
2021
Q4 | $1.74M | Buy |
25,653
+2,993
| +13% | +$202K | 0.11% | 217 |
|
|
2021
Q3 | $1.7M | Sell |
22,660
-16,386
| -42% | -$1.23M | 0.12% | 216 |
|
|
2021
Q2 | $3.44M | Buy |
39,046
+14,091
| +56% | +$1.24M | 0.23% | 105 |
|
|
2021
Q1 | $2.27M | Sell |
24,955
-865
| -3% | -$78.8K | 0.16% | 147 |
|
|
2020
Q4 | $2.01M | Buy |
25,820
+5,638
| +28% | +$438K | 0.14% | 171 |
|
|
2020
Q3 | $1.84M | Buy |
20,182
+2,144
| +12% | +$195K | 0.16% | 136 |
|
|
2020
Q2 | $1.3M | Buy |
18,038
+2,798
| +18% | +$201K | 0.12% | 193 |
|
|
2020
Q1 | $849K | Buy |
15,240
+1,293
| +9% | +$72K | 0.12% | 198 |
|
|
2019
Q4 | $2.28M | Buy |
13,947
+4,000
| +40% | +$652K | 0.24% | 105 |
|
|
2019
Q3 | $504K | Buy |
9,947
+1,747
| +21% | +$88.5K | 0.06% | 283 |
|
|
2019
Q2 | $659K | Buy |
8,200
+598
| +8% | +$48.1K | 0.08% | 233 |
|
|
2019
Q1 | $363K | Buy |
7,602
+1,960
| +35% | +$93.6K | 0.05% | 329 |
|
|
2018
Q4 | $293K | Sell |
5,642
-860
| -13% | -$44.7K | 0.04% | 340 |
|
|
2018
Q3 | $404K | Sell |
6,502
-263
| -4% | -$16.3K | 0.05% | 322 |
|
|
2018
Q2 | $373K | Buy |
6,765
+24
| +0.4% | +$1.32K | 0.05% | 324 |
|
|
2018
Q1 | $426K | Buy |
6,741
+290
| +4% | +$18.3K | 0.06% | 283 |
|
|
2017
Q4 | $395K | Buy |
+6,451
| New | +$395K | 0.05% | 295 |
|