Global Financial Private Client’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 | – | Sell |
-2,736
| Closed | -$167K | – | 394 |
|
|
2025
Q1 | $167K | Buy |
2,736
+102
| +4% | +$6.22K | 0.06% | 217 |
|
|
2024
Q4 | $149K | Buy |
2,634
+44
| +2% | +$2.49K | 0.06% | 226 |
|
|
2024
Q3 | $134K | Buy |
2,590
+1,032
| +66% | +$53.4K | 0.05% | 229 |
|
|
2024
Q2 | $64.7K | Sell |
1,558
-900
| -37% | -$37.4K | 0.03% | 277 |
|
|
2024
Q1 | $130K | Sell |
2,458
-48
| -2% | -$2.54K | 0.06% | 211 |
|
|
2023
Q4 | $129K | Hold |
2,506
| – | – | 0.06% | 204 |
|
|
2023
Q3 | $145K | Sell |
2,506
-62
| -2% | -$3.59K | 0.07% | 183 |
|
|
2023
Q2 | $165K | Sell |
2,568
-301
| -10% | -$19.4K | 0.08% | 181 |
|
|
2023
Q1 | $200K | Sell |
2,869
-32
| -1% | -$2.23K | 0.1% | 156 |
|
|
2022
Q4 | $209K | Buy |
2,901
+388
| +15% | +$27.9K | 0.12% | 139 |
|
|
2022
Q3 | $177K | Sell |
2,513
-108
| -4% | -$7.62K | 0.1% | 152 |
|
|
2022
Q2 | $201K | Buy |
2,621
+158
| +6% | +$12.1K | 0.11% | 134 |
|
|
2022
Q1 | $182K | Sell |
2,463
-189
| -7% | -$14K | 0.09% | 148 |
|
|
2021
Q4 | $165K | Sell |
2,652
-8,101
| -75% | -$505K | 0.08% | 152 |
|
|
2021
Q3 | $640K | Buy |
10,753
+515
| +5% | +$30.6K | 0.33% | 76 |
|
|
2021
Q2 | $681K | Buy |
10,238
+3,676
| +56% | +$245K | 0.38% | 67 |
|
|
2021
Q1 | $413K | Buy |
6,562
+547
| +9% | +$34.4K | 0.3% | 75 |
|
|
2020
Q4 | $373K | Sell |
6,015
-428
| -7% | -$26.5K | 0.3% | 71 |
|
|
2020
Q3 | $385K | Buy |
6,443
+484
| +8% | +$29K | 0.33% | 64 |
|
|
2020
Q2 | $354K | Buy |
5,959
+500
| +9% | +$29.7K | 0.31% | 71 |
|
|
2020
Q1 | $299K | Buy |
5,459
+3,885
| +247% | +$213K | 0.32% | 73 |
|
|
2019
Q4 | $101K | Buy |
+1,574
| New | +$101K | 0.08% | 165 |
|