Financial Perspectives’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 | $49.3K | Hold |
1,066
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $65K | Hold |
1,066
| – | – | 0.02% | 264 |
|
|
2024
Q4 | $60.3K | Hold |
1,066
| – | – | 0.02% | 276 |
|
|
2024
Q3 | $55.2K | Hold |
1,066
| – | – | 0.02% | 276 |
|
|
2024
Q2 | $44.3K | Hold |
1,066
| – | – | 0.02% | 291 |
|
|
2024
Q1 | $57.8K | Hold |
1,066
| – | – | 0.02% | 265 |
|
|
2023
Q4 | $54.7K | Buy |
1,066
+233
| +28% | +$12K | 0.02% | 261 |
|
|
2023
Q3 | $48.3K | Buy |
833
+33
| +4% | +$1.92K | 0.02% | 258 |
|
|
2023
Q2 | $51.2K | Sell |
800
-60
| -7% | -$3.84K | 0.02% | 260 |
|
|
2023
Q1 | $59.6K | Hold |
860
| – | – | 0.03% | 240 |
|
|
2022
Q4 | $61.9K | Hold |
860
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $61.1K | Hold |
860
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $66.2K | Hold |
860
| – | – | 0.04% | 211 |
|
|
2022
Q1 | $62.8K | Hold |
860
| – | – | 0.03% | 234 |
|
|
2021
Q4 | $53.6K | Hold |
860
| – | – | 0.03% | 235 |
|
|
2021
Q3 | $50.9K | Hold |
860
| – | – | 0.03% | 236 |
|
|
2021
Q2 | $57.5K | Sell |
860
-58,356
| -99% | -$3.9M | 0.03% | 243 |
|
|
2021
Q1 | $938K | Buy |
59,216
+54,848
| +1,256% | +$869K | 0.05% | 218 |
|
|
2020
Q4 | $271K | Buy |
4,368
+293
| +7% | +$18.2K | 0.15% | 93 |
|
|
2020
Q3 | $246K | Hold |
4,075
| – | – | 0.16% | 87 |
|
|
2020
Q2 | $240K | Sell |
4,075
-50
| -1% | -$2.94K | 0.17% | 75 |
|
|
2020
Q1 | $230K | Buy |
4,125
+265
| +7% | +$14.8K | 0.19% | 68 |
|
|
2019
Q4 | $248K | Buy |
+3,860
| New | +$248K | 0.17% | 70 |
|