Harvest Investment Advisors’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 | $1.37M | Buy |
29,605
+330
| +1% | +$15.3K | 0.88% | 47 |
|
|
2025
Q1 | $1.79M | Sell |
29,275
-145
| -0.5% | -$8.84K | 1.29% | 26 |
|
|
2024
Q4 | $1.66M | Sell |
29,420
-835
| -3% | -$47.2K | 1.15% | 27 |
|
|
2024
Q3 | $1.57M | Buy |
30,255
+1,075
| +4% | +$55.6K | 1.07% | 33 |
|
|
2024
Q2 | $1.21M | Buy |
29,180
+1,387
| +5% | +$57.6K | 0.89% | 46 |
|
|
2024
Q1 | $1.51M | Buy |
27,793
+5,534
| +25% | +$300K | 1.13% | 33 |
|
|
2023
Q4 | $1.14M | Buy |
22,259
+798
| +4% | +$40.9K | 0.92% | 48 |
|
|
2023
Q3 | $1.25M | Buy |
21,461
+364
| +2% | +$21.1K | 1.12% | 37 |
|
|
2023
Q2 | $1.35M | Sell |
21,097
-30
| -0.1% | -$1.92K | 1.16% | 33 |
|
|
2023
Q1 | $1.46M | Buy |
21,127
+60
| +0.3% | +$4.16K | 1.3% | 21 |
|
|
2022
Q4 | $1.52M | Buy |
+21,067
| New | +$1.52M | 1.42% | 19 |
|