Founders Financial Securities’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 | $602K | Buy |
13,012
+443
| +4% | +$20.5K | 0.05% | 306 |
|
|
2025
Q1 | $609K | Buy |
12,569
+190
| +2% | +$9.21K | 0.05% | 288 |
|
|
2024
Q4 | $700K | Buy |
12,379
+472
| +4% | +$26.7K | 0.06% | 225 |
|
|
2024
Q3 | $616K | Sell |
11,907
-1,705
| -13% | -$88.2K | 0.06% | 238 |
|
|
2024
Q2 | $565K | Buy |
13,612
+1,212
| +10% | +$50.3K | 0.05% | 266 |
|
|
2024
Q1 | $672K | Buy |
+12,400
| New | +$672K | 0.07% | 220 |
|
|
2023
Q3 | – | Sell |
-20,228
| Closed | -$1.29M | – | 334 |
|
|
2023
Q2 | $1.29M | Buy |
20,228
+436
| +2% | +$27.9K | 0.17% | 115 |
|
|
2023
Q1 | $1.37M | Buy |
19,792
+814
| +4% | +$56.4K | 0.2% | 100 |
|
|
2022
Q4 | $1.37M | Sell |
18,978
-899
| -5% | -$64.7K | 0.21% | 95 |
|
|
2022
Q3 | $1.41M | Buy |
19,877
+407
| +2% | +$28.9K | 0.25% | 88 |
|
|
2022
Q2 | $1.5M | Buy |
19,470
+383
| +2% | +$29.5K | 0.29% | 72 |
|
|
2022
Q1 | $1.39M | Buy |
19,087
+700
| +4% | +$51.1K | 0.25% | 84 |
|
|
2021
Q4 | $1.15M | Buy |
18,387
+584
| +3% | +$36.4K | 0.21% | 95 |
|
|
2021
Q3 | $1.05M | Buy |
17,803
+877
| +5% | +$51.9K | 0.21% | 100 |
|
|
2021
Q2 | $1.13M | Buy |
16,926
+1,287
| +8% | +$86K | 0.22% | 96 |
|
|
2021
Q1 | $987K | Buy |
15,639
+741
| +5% | +$46.8K | 0.23% | 92 |
|
|
2020
Q4 | $924K | Buy |
+14,898
| New | +$924K | 0.22% | 83 |
|
|
2020
Q3 | – | Sell |
-16,075
| Closed | -$945K | – | 168 |
|
|
2020
Q2 | $945K | Buy |
16,075
+321
| +2% | +$18.9K | 0.31% | 59 |
|
|
2020
Q1 | $878K | Sell |
15,754
-5,387
| -25% | -$300K | 0.33% | 44 |
|
|
2019
Q4 | $1.36M | Buy |
21,141
+123
| +0.6% | +$7.9K | 0.46% | 43 |
|
|
2019
Q3 | $1.07M | Buy |
21,018
+1,406
| +7% | +$71.3K | 0.34% | 59 |
|
|
2019
Q2 | $889K | Buy |
+19,612
| New | +$889K | 0.29% | 56 |
|
|
2017
Q1 | – | Sell |
-5,912
| Closed | -$345K | – | 93 |
|
|
2016
Q4 | $345K | Buy |
+5,912
| New | +$345K | 0.14% | 68 |
|