Founders Financial Alliance’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 | $372K | Sell |
8,045
-241
| -3% | -$11.2K | 0.08% | 222 |
|
|
2025
Q1 | $505K | Sell |
8,286
-95
| -1% | -$5.79K | 0.12% | 166 |
|
|
2024
Q4 | $474K | Sell |
8,381
-36
| -0.4% | -$2.04K | 0.13% | 151 |
|
|
2024
Q3 | $435K | Buy |
8,417
+27
| +0.3% | +$1.4K | 0.12% | 161 |
|
|
2024
Q2 | $348K | Buy |
8,390
+1,287
| +18% | +$53.5K | 0.1% | 191 |
|
|
2024
Q1 | $385K | Buy |
7,103
+275
| +4% | +$14.9K | 0.12% | 181 |
|
|
2023
Q4 | $350K | Buy |
6,828
+106
| +2% | +$5.44K | 0.14% | 162 |
|
|
2023
Q3 | $390K | Sell |
6,722
-783
| -10% | -$45.4K | 0.17% | 122 |
|
|
2023
Q2 | $480K | Buy |
7,505
+577
| +8% | +$36.9K | 0.19% | 112 |
|
|
2023
Q1 | $481K | Sell |
6,928
-439
| -6% | -$30.5K | 0.24% | 100 |
|
|
2022
Q4 | $530K | Buy |
7,367
+320
| +5% | +$23K | 0.24% | 98 |
|
|
2022
Q3 | $501K | Buy |
7,047
+849
| +14% | +$60.4K | 0.26% | 92 |
|
|
2022
Q2 | $477K | Sell |
6,198
-990
| -14% | -$76.2K | 0.24% | 97 |
|
|
2022
Q1 | $525K | Sell |
7,188
-570
| -7% | -$41.6K | 0.23% | 98 |
|
|
2021
Q4 | $484K | Buy |
7,758
+574
| +8% | +$35.8K | 0.19% | 115 |
|
|
2021
Q3 | $424K | Buy |
7,184
+110
| +2% | +$6.49K | 0.2% | 117 |
|
|
2021
Q2 | $473K | Buy |
7,074
+215
| +3% | +$14.4K | 0.22% | 108 |
|
|
2021
Q1 | $443K | Buy |
6,859
+1,564
| +30% | +$101K | 0.22% | 103 |
|
|
2020
Q4 | $327K | Buy |
5,295
+801
| +18% | +$49.5K | 0.18% | 127 |
|
|
2020
Q3 | $272K | Buy |
+4,494
| New | +$272K | 0.16% | 123 |
|