HB Wealth Management’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 | $3.16M | Sell |
68,190
-21,852
| -24% | -$1.01M | 0.03% | 280 |
|
|
2025
Q1 | $5.49M | Buy |
90,042
+16,500
| +22% | +$1.01M | 0.05% | 212 |
|
|
2024
Q4 | $4.16M | Buy |
73,542
+11,023
| +18% | +$623K | 0.04% | 182 |
|
|
2024
Q3 | $3.23M | Sell |
62,519
-11,974
| -16% | -$620K | 0.03% | 208 |
|
|
2024
Q2 | $3.09M | Buy |
74,493
+4,692
| +7% | +$195K | 0.04% | 200 |
|
|
2024
Q1 | $3.79M | Buy |
69,801
+4,451
| +7% | +$241K | 0.05% | 172 |
|
|
2023
Q4 | $3.35M | Sell |
65,350
-3,413
| -5% | -$175K | 0.05% | 166 |
|
|
2023
Q3 | $3.99M | Buy |
68,763
+5,651
| +9% | +$328K | 0.06% | 145 |
|
|
2023
Q2 | $4.04M | Buy |
63,112
+5,879
| +10% | +$376K | 0.06% | 144 |
|
|
2023
Q1 | $3.97M | Sell |
57,233
-1,872
| -3% | -$130K | 0.07% | 141 |
|
|
2022
Q4 | $4.25M | Buy |
59,105
+8,089
| +16% | +$582K | 0.08% | 125 |
|
|
2022
Q3 | $3.63M | Sell |
51,016
-1,598
| -3% | -$114K | 0.08% | 124 |
|
|
2022
Q2 | $4.05M | Buy |
52,614
+16,395
| +45% | +$1.26M | 0.08% | 116 |
|
|
2022
Q1 | $2.65M | Buy |
36,219
+6,256
| +21% | +$457K | 0.05% | 155 |
|
|
2021
Q4 | $1.87M | Buy |
+29,963
| New | +$1.87M | 0.04% | 166 |
|