Forum Financial 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 | $674K | Sell |
14,563
-4,166
| -22% | -$193K | 0.01% | 310 |
|
|
2025
Q1 | $1.14M | Buy |
18,729
+1,845
| +11% | +$113K | 0.02% | 180 |
|
|
2024
Q4 | $955K | Buy |
16,884
+5,462
| +48% | +$309K | 0.02% | 215 |
|
|
2024
Q3 | $591K | Buy |
11,422
+1,447
| +15% | +$74.9K | 0.01% | 281 |
|
|
2024
Q2 | $414K | Buy |
9,975
+330
| +3% | +$13.7K | 0.01% | 365 |
|
|
2024
Q1 | $523K | Buy |
9,645
+9
| +0.1% | +$488 | 0.01% | 309 |
|
|
2023
Q4 | $494K | Sell |
9,636
-13,174
| -58% | -$676K | 0.01% | 291 |
|
|
2023
Q3 | $1.32M | Sell |
22,810
-58
| -0.3% | -$3.37K | 0.03% | 127 |
|
|
2023
Q2 | $1.46M | Buy |
22,868
+2,234
| +11% | +$143K | 0.03% | 114 |
|
|
2023
Q1 | $1.43M | Sell |
20,634
-791
| -4% | -$54.8K | 0.04% | 106 |
|
|
2022
Q4 | $1.54M | Buy |
21,425
+513
| +2% | +$36.9K | 0.05% | 88 |
|
|
2022
Q3 | $1.49M | Sell |
20,912
-1,876
| -8% | -$133K | 0.07% | 80 |
|
|
2022
Q2 | $1.76M | Buy |
22,788
+3,200
| +16% | +$246K | 0.09% | 71 |
|
|
2022
Q1 | $1.43M | Buy |
19,588
+1,380
| +8% | +$101K | 0.07% | 87 |
|
|
2021
Q4 | $1.14M | Buy |
+18,208
| New | +$1.14M | 0.06% | 112 |
|