Fort Sheridan 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 | $446K | Sell |
9,634
-1,468
| -13% | -$68K | 0.06% | 172 |
|
|
2025
Q1 | $677K | Buy |
11,102
+4,226
| +61% | +$258K | 0.1% | 129 |
|
|
2024
Q4 | $389K | Buy |
6,876
+8
| +0.1% | +$452 | 0.06% | 183 |
|
|
2024
Q3 | $355K | Buy |
6,868
+861
| +14% | +$44.6K | 0.05% | 185 |
|
|
2024
Q2 | $249K | Buy |
6,007
+1,630
| +37% | +$67.7K | 0.04% | 205 |
|
|
2024
Q1 | $237K | Sell |
4,377
-567
| -11% | -$30.7K | 0.04% | 177 |
|
|
2023
Q4 | $254K | Buy |
4,944
+69
| +1% | +$3.54K | 0.05% | 166 |
|
|
2023
Q3 | $283K | Sell |
4,875
-1,000
| -17% | -$58K | 0.06% | 151 |
|
|
2023
Q2 | $376K | Sell |
5,875
-200
| -3% | -$12.8K | 0.09% | 137 |
|
|
2023
Q1 | $421K | Buy |
6,075
+200
| +3% | +$13.9K | 0.11% | 124 |
|
|
2022
Q4 | $423K | Sell |
5,875
-116
| -2% | -$8.35K | 0.14% | 115 |
|
|
2022
Q3 | $426K | Sell |
5,991
-167
| -3% | -$11.9K | 0.14% | 112 |
|
|
2022
Q2 | $474K | Buy |
6,158
+1,043
| +20% | +$80.3K | 0.15% | 102 |
|
|
2022
Q1 | $374K | Buy |
5,115
+1
| +0% | +$73 | 0.11% | 120 |
|
|
2021
Q4 | $319K | Buy |
5,114
+307
| +6% | +$19.2K | 0.09% | 143 |
|
|
2021
Q3 | $284K | Sell |
4,807
-33
| -0.7% | -$1.95K | 0.09% | 146 |
|
|
2021
Q2 | $323K | Sell |
4,840
-250
| -5% | -$16.7K | 0.11% | 130 |
|
|
2021
Q1 | $321K | Buy |
+5,090
| New | +$321K | 0.13% | 109 |
|