Foundations Investment 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 | $724K | Sell |
15,634
-1,147
| -7% | -$53.1K | 0.01% | 498 |
|
|
2025
Q1 | $1.02M | Buy |
16,781
+1,429
| +9% | +$87.2K | 0.02% | 402 |
|
|
2024
Q4 | $868K | Buy |
15,352
+265
| +2% | +$15K | 0.02% | 428 |
|
|
2024
Q3 | $781K | Sell |
15,087
-55,152
| -79% | -$2.85M | 0.02% | 409 |
|
|
2024
Q2 | $2.92M | Buy |
70,239
+9,934
| +16% | +$413K | 0.07% | 201 |
|
|
2024
Q1 | $3.27M | Buy |
60,305
+1,791
| +3% | +$97.1K | 0.09% | 184 |
|
|
2023
Q4 | $2.85M | Buy |
58,514
+5,315
| +10% | +$259K | 0.08% | 190 |
|
|
2023
Q3 | $3.09M | Buy |
53,199
+6,436
| +14% | +$374K | 0.1% | 163 |
|
|
2023
Q2 | $2.99M | Sell |
46,763
-4,683
| -9% | -$299K | 0.1% | 149 |
|
|
2023
Q1 | $3.57M | Buy |
51,446
+14,800
| +40% | +$1.03M | 0.13% | 110 |
|
|
2022
Q4 | $2.64M | Buy |
36,646
+22,209
| +154% | +$1.6M | 0.1% | 103 |
|
|
2022
Q3 | $1.03M | Buy |
14,437
+4,419
| +44% | +$314K | 0.04% | 170 |
|
|
2022
Q2 | $764K | Buy |
10,018
+5,853
| +141% | +$446K | 0.03% | 175 |
|
|
2022
Q1 | $323K | Sell |
4,165
-604
| -13% | -$46.8K | 0.01% | 260 |
|
|
2021
Q4 | $309K | Sell |
4,769
-81
| -2% | -$5.25K | 0.01% | 270 |
|
|
2021
Q3 | $287K | Buy |
4,850
+172
| +4% | +$10.2K | 0.01% | 259 |
|
|
2021
Q2 | $314K | Buy |
+4,678
| New | +$314K | 0.02% | 228 |
|