Geneos Wealth 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 | $4.27M | Sell |
92,231
-86,920
| -49% | -$4.02M | 0.1% | 241 |
|
|
2025
Q1 | $10.9M | Buy |
179,151
+83,196
| +87% | +$5.07M | 0.16% | 157 |
|
|
2024
Q4 | $5.43M | Buy |
95,955
+3,560
| +4% | +$201K | 0.19% | 121 |
|
|
2024
Q3 | $4.78M | Buy |
92,395
+23,213
| +34% | +$1.2M | 0.18% | 135 |
|
|
2024
Q2 | $2.87M | Sell |
69,182
-12,565
| -15% | -$522K | 0.13% | 189 |
|
|
2024
Q1 | $4.43M | Buy |
81,747
+107
| +0.1% | +$5.8K | 0.2% | 129 |
|
|
2023
Q4 | $4.19M | Sell |
81,640
-14,755
| -15% | -$757K | 0.21% | 125 |
|
|
2023
Q3 | $5.59M | Buy |
96,395
+6,562
| +7% | +$381K | 0.29% | 86 |
|
|
2023
Q2 | $5.74M | Buy |
89,833
+11,791
| +15% | +$754K | 0.3% | 78 |
|
|
2023
Q1 | $5.41M | Sell |
78,042
-8,836
| -10% | -$612K | 0.33% | 72 |
|
|
2022
Q4 | $6.25M | Buy |
86,878
+17,357
| +25% | +$1.25M | 0.38% | 58 |
|
|
2022
Q3 | $4.94M | Sell |
69,521
-11,350
| -14% | -$807K | 0.34% | 71 |
|
|
2022
Q2 | $6.21M | Sell |
80,871
-7,990
| -9% | -$614K | 0.31% | 70 |
|
|
2022
Q1 | $6.49M | Sell |
88,861
-6,769
| -7% | -$494K | 0.28% | 75 |
|
|
2021
Q4 | $5.97M | Sell |
95,630
-12,917
| -12% | -$806K | 0.23% | 101 |
|
|
2021
Q3 | $6.46M | Sell |
108,547
-2,918
| -3% | -$174K | 0.25% | 88 |
|
|
2021
Q2 | $7.46M | Sell |
111,465
-10,016
| -8% | -$671K | 0.29% | 71 |
|
|
2021
Q1 | $7.59M | Buy |
121,481
+1,531
| +1% | +$95.6K | 0.21% | 109 |
|
|
2020
Q4 | $7.27M | Buy |
119,950
+8,259
| +7% | +$501K | 0.29% | 74 |
|
|
2020
Q3 | $6.65M | Sell |
111,691
-19,692
| -15% | -$1.17M | 0.34% | 66 |
|
|
2020
Q2 | $7.56M | Buy |
131,383
+1,548
| +1% | +$89.1K | 0.42% | 52 |
|
|
2020
Q1 | $6.86M | Buy |
129,835
+98,276
| +311% | +$5.19M | 0.46% | 47 |
|
|
2019
Q4 | $2.02M | Sell |
31,559
-5,025
| -14% | -$322K | 0.11% | 201 |
|
|
2019
Q3 | $1.84M | Buy |
36,584
+3,764
| +11% | +$189K | 0.11% | 187 |
|
|
2019
Q2 | $1.49M | Buy |
32,820
+6,533
| +25% | +$296K | 0.09% | 214 |
|
|
2019
Q1 | $1.25M | Sell |
26,287
-832
| -3% | -$39.7K | 0.08% | 239 |
|
|
2018
Q4 | $1.38M | Sell |
27,119
-654
| -2% | -$33.3K | 0.1% | 203 |
|
|
2018
Q3 | $1.72M | Sell |
27,773
-45
| -0.2% | -$2.79K | 0.11% | 193 |
|
|
2018
Q2 | $1.54M | Sell |
27,818
-1,143
| -4% | -$63.2K | 0.12% | 167 |
|
|
2018
Q1 | $1.83M | Sell |
28,961
-1,189
| -4% | -$75.2K | 0.16% | 134 |
|
|
2017
Q4 | $1.85M | Sell |
30,150
-527
| -2% | -$32.3K | 0.17% | 138 |
|
|
2017
Q3 | $1.96M | Sell |
30,677
-1,119
| -4% | -$71.3K | 0.19% | 127 |
|
|
2017
Q2 | $1.77M | Buy |
31,796
+1,410
| +5% | +$78.5K | 0.18% | 127 |
|
|
2017
Q1 | $1.65M | Buy |
30,386
+22
| +0.1% | +$1.2K | 0.17% | 124 |
|
|
2016
Q4 | $1.77M | Sell |
30,364
-8,170
| -21% | -$477K | 0.23% | 103 |
|
|
2016
Q3 | $2.08M | Buy |
38,534
+4,246
| +12% | +$229K | 0.28% | 90 |
|
|
2016
Q2 | $2.53M | Sell |
34,288
-981
| -3% | -$72.4K | 0.37% | 65 |
|
|
2016
Q1 | $2.29M | Buy |
+35,269
| New | +$2.29M | 0.35% | 63 |
|