Great Valley Advisor Group’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 | $1.52M | Sell |
32,942
-2,434
| -7% | -$113K | 0.03% | 369 |
|
|
2025
Q1 | $2.16M | Buy |
35,376
+1,173
| +3% | +$71.5K | 0.05% | 300 |
|
|
2024
Q4 | $1.93M | Sell |
34,203
-767
| -2% | -$43.4K | 0.04% | 325 |
|
|
2024
Q3 | $1.81M | Buy |
34,970
+3,471
| +11% | +$180K | 0.04% | 324 |
|
|
2024
Q2 | $1.31M | Sell |
31,499
-61,339
| -66% | -$2.55M | 0.04% | 341 |
|
|
2024
Q1 | $5.03M | Buy |
92,838
+46,527
| +100% | +$2.52M | 0.15% | 147 |
|
|
2023
Q4 | $2.38M | Buy |
46,311
+30,734
| +197% | +$1.58M | 0.08% | 217 |
|
|
2023
Q3 | $904K | Sell |
15,577
-1,313
| -8% | -$76.2K | 0.04% | 332 |
|
|
2023
Q2 | $1.08M | Sell |
16,890
-538
| -3% | -$34.4K | 0.05% | 304 |
|
|
2023
Q1 | $1.21M | Buy |
17,428
+1,399
| +9% | +$96.9K | 0.06% | 283 |
|
|
2022
Q4 | $1.15M | Buy |
16,029
+1,341
| +9% | +$96.4K | 0.06% | 305 |
|
|
2022
Q3 | $1.04M | Sell |
14,688
-1,694
| -10% | -$120K | 0.06% | 300 |
|
|
2022
Q2 | $1.26M | Buy |
16,382
+8,823
| +117% | +$679K | 0.07% | 271 |
|
|
2022
Q1 | $537K | Buy |
7,559
+526
| +7% | +$37.4K | 0.03% | 368 |
|
|
2021
Q4 | $435K | Sell |
7,033
-478
| -6% | -$29.6K | 0.03% | 413 |
|
|
2021
Q3 | $445K | Sell |
7,511
-620
| -8% | -$36.7K | 0.03% | 388 |
|
|
2021
Q2 | $537K | Sell |
8,131
-50
| -0.6% | -$3.3K | 0.04% | 335 |
|
|
2021
Q1 | $517K | Sell |
8,181
-167
| -2% | -$10.6K | 0.05% | 297 |
|
|
2020
Q4 | $518K | Buy |
8,348
+337
| +4% | +$20.9K | 0.05% | 273 |
|
|
2020
Q3 | $483K | Buy |
8,011
+663
| +9% | +$40K | 0.06% | 254 |
|
|
2020
Q2 | $432K | Sell |
7,348
-100
| -1% | -$5.88K | 0.07% | 255 |
|
|
2020
Q1 | $415K | Sell |
7,448
-14
| -0.2% | -$780 | 0.11% | 196 |
|
|
2019
Q4 | $479K | Buy |
7,462
+2,906
| +64% | +$187K | 0.11% | 208 |
|
|
2019
Q3 | $231K | Buy |
4,556
+9
| +0.2% | +$456 | 0.06% | 307 |
|
|
2019
Q2 | $207K | Buy |
+4,547
| New | +$207K | 0.05% | 317 |
|