Global Retirement Partners’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 | $1.4M | Buy |
+30,315
| New | +$1.4M | 0.03% | 411 |
|
|
2024
Q4 | $1.56M | Buy |
27,612
+3,798
| +16% | +$215K | 0.04% | 350 |
|
|
2024
Q3 | $1.23M | Sell |
23,814
-729
| -3% | -$37.7K | 0.04% | 389 |
|
|
2024
Q2 | $1.02M | Buy |
24,543
+4,498
| +22% | +$187K | 0.03% | 417 |
|
|
2024
Q1 | $1.09M | Buy |
20,045
+329
| +2% | +$17.8K | 0.04% | 344 |
|
|
2023
Q4 | $986K | Buy |
19,716
+4
| +0% | +$200 | 0.04% | 346 |
|
|
2023
Q3 | $1.12M | Sell |
19,712
-1,015
| -5% | -$57.6K | 0.06% | 285 |
|
|
2023
Q2 | $1.33M | Buy |
20,727
+1,573
| +8% | +$101K | 0.06% | 266 |
|
|
2023
Q1 | $1.28M | Buy |
19,154
+2,309
| +14% | +$154K | 0.07% | 259 |
|
|
2022
Q4 | $1.21M | Buy |
16,845
+1,023
| +6% | +$73.6K | 0.08% | 235 |
|
|
2022
Q3 | $1.23M | Buy |
15,822
+143
| +0.9% | +$11.1K | 0.09% | 220 |
|
|
2022
Q2 | $1.21M | Buy |
15,679
+148
| +1% | +$11.4K | 0.1% | 216 |
|
|
2022
Q1 | $1.2M | Buy |
+15,531
| New | +$1.2M | 0.09% | 224 |
|
|
2021
Q4 | – | Sell |
-7,913
| Closed | -$468K | – | 417 |
|
|
2021
Q3 | $468K | Buy |
7,913
+410
| +5% | +$24.2K | 0.05% | 312 |
|
|
2021
Q2 | $501K | Buy |
7,503
+38
| +0.5% | +$2.54K | 0.05% | 291 |
|
|
2021
Q1 | $471K | Sell |
7,465
-660
| -8% | -$41.6K | 0.06% | 268 |
|
|
2020
Q4 | $504K | Sell |
8,125
-5,429
| -40% | -$337K | 0.06% | 240 |
|
|
2020
Q3 | $817K | Sell |
13,554
-50
| -0.4% | -$3.01K | 0.12% | 169 |
|
|
2020
Q2 | $800K | Sell |
13,604
-952
| -7% | -$56K | 0.13% | 156 |
|
|
2020
Q1 | $811K | Sell |
14,556
-805
| -5% | -$44.9K | 0.15% | 138 |
|
|
2019
Q4 | $986K | Buy |
15,361
+1,349
| +10% | +$86.6K | 0.15% | 149 |
|
|
2019
Q3 | $711K | Buy |
14,012
+743
| +6% | +$37.7K | 0.12% | 172 |
|
|
2019
Q2 | $602K | Buy |
13,269
+4,532
| +52% | +$206K | 0.12% | 161 |
|
|
2019
Q1 | $417K | Buy |
8,737
+141
| +2% | +$6.73K | 0.1% | 180 |
|
|
2018
Q4 | $447K | Sell |
8,596
-1,028
| -11% | -$53.5K | 0.11% | 175 |
|
|
2018
Q3 | $597K | Sell |
9,624
-156
| -2% | -$9.68K | 0.14% | 145 |
|
|
2018
Q2 | $541K | Buy |
9,780
+686
| +8% | +$37.9K | 0.14% | 156 |
|
|
2018
Q1 | $575K | Sell |
9,094
-4,066
| -31% | -$257K | 0.16% | 142 |
|
|
2017
Q4 | $806K | Buy |
13,160
+10,723
| +440% | +$657K | 0.22% | 91 |
|
|
2017
Q3 | $155K | Sell |
2,437
-180
| -7% | -$11.4K | 0.06% | 259 |
|
|
2017
Q2 | $146K | Buy |
2,617
+200
| +8% | +$11.2K | 0.07% | 248 |
|
|
2017
Q1 | $131K | Buy |
2,417
+16
| +0.7% | +$867 | 0.07% | 239 |
|
|
2016
Q4 | $140K | Buy |
+2,401
| New | +$140K | 0.09% | 191 |
|