Greystone Financial 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 | – | Sell |
-160,028
| Closed | -$9.76M | – | 95 |
|
|
2025
Q1 | $9.76M | Buy |
+160,028
| New | +$9.76M | 1.77% | 23 |
|
|
2023
Q4 | – | Sell |
-56,250
| Closed | -$3.26M | – | 109 |
|
|
2023
Q3 | $3.26M | Buy |
56,250
+1,334
| +2% | +$77.4K | 0.81% | 47 |
|
|
2023
Q2 | $3.51M | Buy |
+54,916
| New | +$3.51M | 0.81% | 45 |
|
|
2022
Q2 | – | Sell |
-117,798
| Closed | -$8.6M | – | 72 |
|
|
2022
Q1 | $8.6M | Sell |
117,798
-1,265
| -1% | -$92.4K | 2.17% | 15 |
|
|
2021
Q4 | $7.42M | Buy |
119,063
+26,071
| +28% | +$1.63M | 1.78% | 33 |
|
|
2021
Q3 | $5.5M | Sell |
92,992
-13,699
| -13% | -$811K | 1.64% | 25 |
|
|
2021
Q2 | $7.13M | Buy |
106,691
+709
| +0.7% | +$47.4K | 1.77% | 22 |
|
|
2021
Q1 | $6.81M | Buy |
+105,982
| New | +$6.81M | 1.71% | 36 |
|