HBW Advisory Services’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 | $218K | Buy |
4,715
+407
| +9% | +$18.8K | 0.03% | 377 |
|
2025
Q1 | $263K | Sell |
4,308
-1,706
| -28% | -$104K | 0.04% | 313 |
|
2024
Q4 | $340K | Sell |
6,014
-177
| -3% | -$10K | 0.03% | 258 |
|
2024
Q3 | $320K | Sell |
6,191
-440
| -7% | -$22.8K | 0.05% | 265 |
|
2024
Q2 | $275K | Sell |
6,631
-942
| -12% | -$39.1K | 0.05% | 270 |
|
2024
Q1 | $389K | Hold |
7,573
| – | – | 0.07% | 195 |
|
2023
Q4 | $389K | Sell |
7,573
-550
| -7% | -$28.3K | 0.07% | 195 |
|
2023
Q3 | $471K | Sell |
8,123
-1,338
| -14% | -$77.6K | 0.1% | 181 |
|
2023
Q2 | $605K | Buy |
9,461
+2,219
| +31% | +$142K | 0.13% | 162 |
|
2023
Q1 | $502K | Sell |
7,242
-2,453
| -25% | -$170K | 0.13% | 169 |
|
2022
Q4 | $698K | Sell |
9,695
-6,831
| -41% | -$492K | 0.18% | 137 |
|
2022
Q3 | $1.18M | Buy |
16,526
+423
| +3% | +$30.1K | 0.33% | 87 |
|
2022
Q2 | $1.24M | Buy |
16,103
+8,968
| +126% | +$690K | 0.32% | 87 |
|
2022
Q1 | $521K | Buy |
7,135
+387
| +6% | +$28.3K | 0.18% | 131 |
|
2021
Q4 | $421K | Sell |
6,748
-680
| -9% | -$42.4K | 0.1% | 179 |
|
2021
Q3 | $440K | Buy |
7,428
+1,265
| +21% | +$74.9K | 0.11% | 168 |
|
2021
Q2 | $412K | Buy |
6,163
+2,976
| +93% | +$199K | 0.11% | 169 |
|
2021
Q1 | $201K | Buy |
+3,187
| New | +$201K | 0.05% | 234 |
|
2020
Q4 | – | Sell |
-3,783
| Closed | -$228K | – | 222 |
|
2020
Q3 | $228K | Buy |
+3,783
| New | +$228K | 0.09% | 168 |
|