Forvis Mazars Wealth 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 | $1.2M | Sell |
26,000
-209
| -0.8% | -$9.67K | 0.03% | 191 |
|
|
2025
Q1 | $1.6M | Buy |
26,209
+875
| +3% | +$53.4K | 0.04% | 170 |
|
|
2024
Q4 | $1.43M | Sell |
25,334
-977
| -4% | -$55.3K | 0.03% | 186 |
|
|
2024
Q3 | $1.36M | Buy |
26,311
+22
| +0.1% | +$1.14K | 0.03% | 193 |
|
|
2024
Q2 | $1.09M | Buy |
26,289
+465
| +2% | +$19.3K | 0.03% | 203 |
|
|
2024
Q1 | $1.4M | Sell |
25,824
-1,261
| -5% | -$68.4K | 0.04% | 190 |
|
|
2023
Q4 | $1.39M | Sell |
27,085
-1,172
| -4% | -$60.1K | 0.04% | 182 |
|
|
2023
Q3 | $1.64M | Buy |
28,257
+2,446
| +9% | +$142K | 0.05% | 164 |
|
|
2023
Q2 | $1.65M | Buy |
25,811
+11,348
| +78% | +$726K | 0.05% | 178 |
|
|
2023
Q1 | $1M | Sell |
14,463
-292
| -2% | -$20.2K | 0.03% | 205 |
|
|
2022
Q4 | $1.06M | Sell |
14,755
-446
| -3% | -$32.1K | 0.04% | 193 |
|
|
2022
Q3 | $1.08M | Buy |
15,201
+400
| +3% | +$28.4K | 0.04% | 186 |
|
|
2022
Q2 | $1.14M | Buy |
14,801
+3,182
| +27% | +$245K | 0.05% | 176 |
|
|
2022
Q1 | $849K | Sell |
11,619
-44
| -0.4% | -$3.22K | 0.04% | 155 |
|
|
2021
Q4 | $727K | Buy |
11,663
+1,089
| +10% | +$67.9K | 0.03% | 155 |
|
|
2021
Q3 | $626K | Sell |
10,574
-452
| -4% | -$26.8K | 0.03% | 159 |
|
|
2021
Q2 | $737K | Sell |
11,026
-3,283
| -23% | -$219K | 0.03% | 145 |
|
|
2021
Q1 | $903K | Sell |
14,309
-13,079
| -48% | -$825K | 0.04% | 138 |
|
|
2020
Q4 | $1.7M | Buy |
27,388
+8,578
| +46% | +$532K | 0.09% | 110 |
|
|
2020
Q3 | $1.13M | Buy |
18,810
+1,077
| +6% | +$64.9K | 0.07% | 125 |
|
|
2020
Q2 | $1.04M | Sell |
17,733
-2,766
| -13% | -$163K | 0.07% | 128 |
|
|
2020
Q1 | $1.14M | Sell |
20,499
-1,184
| -5% | -$66K | 0.09% | 101 |
|
|
2019
Q4 | $1.39M | Buy |
21,683
+4,856
| +29% | +$312K | 0.1% | 104 |
|
|
2019
Q3 | $853K | Buy |
16,827
+1,270
| +8% | +$64.4K | 0.07% | 117 |
|
|
2019
Q2 | $706K | Sell |
15,557
-2,784
| -15% | -$126K | 0.06% | 128 |
|
|
2019
Q1 | $875K | Sell |
18,341
-3,807
| -17% | -$182K | 0.07% | 114 |
|
|
2018
Q4 | $1.15M | Buy |
22,148
+815
| +4% | +$42.4K | 0.12% | 85 |
|
|
2018
Q3 | $1.32M | Buy |
21,333
+7,856
| +58% | +$488K | 0.12% | 92 |
|
|
2018
Q2 | $746K | Sell |
13,477
-197
| -1% | -$10.9K | 0.07% | 114 |
|
|
2018
Q1 | $865K | Sell |
13,674
-856
| -6% | -$54.1K | 0.09% | 110 |
|
|
2017
Q4 | $890K | Sell |
14,530
-257
| -2% | -$15.7K | 0.09% | 103 |
|
|
2017
Q3 | $943K | Sell |
14,787
-696
| -4% | -$44.4K | 0.1% | 95 |
|
|
2017
Q2 | $863K | Buy |
15,483
+981
| +7% | +$54.7K | 0.1% | 102 |
|
|
2017
Q1 | $789K | Sell |
14,502
-1,131
| -7% | -$61.5K | 0.1% | 93 |
|
|
2016
Q4 | $914K | Buy |
15,633
+8,558
| +121% | +$500K | 0.12% | 85 |
|
|
2016
Q3 | $381K | Sell |
7,075
-2,575
| -27% | -$139K | 0.05% | 128 |
|
|
2016
Q2 | $710K | Buy |
9,650
+2,779
| +40% | +$204K | 0.11% | 91 |
|
|
2016
Q1 | $439K | Sell |
6,871
-971
| -12% | -$62K | 0.07% | 116 |
|
|
2015
Q4 | $539K | Buy |
7,842
+637
| +9% | +$43.8K | 0.08% | 108 |
|
|
2015
Q3 | $427K | Buy |
7,205
+1,416
| +24% | +$83.9K | 0.08% | 115 |
|
|
2015
Q2 | $385K | Sell |
5,789
-234
| -4% | -$15.6K | 0.06% | 121 |
|
|
2015
Q1 | $388K | Buy |
6,023
+1,072
| +22% | +$69.1K | 0.06% | 127 |
|
|
2014
Q4 | $292K | Buy |
4,951
+32
| +0.7% | +$1.89K | 0.05% | 128 |
|
|
2014
Q3 | $252K | Buy |
4,919
+3
| +0.1% | +$154 | 0.04% | 116 |
|
|
2014
Q2 | $238K | Sell |
4,916
-2,561
| -34% | -$124K | 0.04% | 127 |
|
|
2014
Q1 | $387K | Buy |
7,477
+114
| +2% | +$5.9K | 0.07% | 116 |
|
|
2013
Q4 | $391K | Buy |
7,363
+59
| +0.8% | +$3.13K | 0.07% | 113 |
|
|
2013
Q3 | $338K | Hold |
7,304
| – | – | 0.07% | 116 |
|
|
2013
Q2 | $326K | Buy |
+7,304
| New | +$326K | 0.26% | 73 |
|