HCR Wealth 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 | $494K | Buy |
10,671
+458
| +4% | +$21.2K | 0.06% | 139 |
|
|
2025
Q1 | $623K | Sell |
10,213
-275
| -3% | -$16.8K | 0.08% | 124 |
|
|
2024
Q4 | $593K | Sell |
10,488
-984
| -9% | -$55.7K | 0.07% | 126 |
|
|
2024
Q3 | $594K | Sell |
11,472
-603
| -5% | -$31.2K | 0.08% | 128 |
|
|
2024
Q2 | $501K | Sell |
12,075
-2,366
| -16% | -$98.3K | 0.07% | 128 |
|
|
2024
Q1 | $783K | Sell |
14,441
-177
| -1% | -$9.6K | 0.12% | 108 |
|
|
2023
Q4 | $750K | Buy |
14,618
+1,405
| +11% | +$72.1K | 0.12% | 103 |
|
|
2023
Q3 | $767K | Sell |
13,213
-1,030
| -7% | -$59.8K | 0.17% | 85 |
|
|
2023
Q2 | $911K | Sell |
14,243
-571
| -4% | -$36.5K | 0.17% | 82 |
|
|
2023
Q1 | $1.03M | Buy |
14,814
+107
| +0.7% | +$7.42K | 0.2% | 80 |
|
|
2022
Q4 | $1.06M | Sell |
14,707
-411
| -3% | -$29.6K | 0.22% | 79 |
|
|
2022
Q3 | $1.08M | Sell |
15,118
-364
| -2% | -$25.9K | 0.23% | 76 |
|
|
2022
Q2 | $1.2M | Sell |
15,482
-479
| -3% | -$37.1K | 0.24% | 76 |
|
|
2022
Q1 | $1.17M | Sell |
15,961
-3,150
| -16% | -$230K | 0.19% | 83 |
|
|
2021
Q4 | $1.19M | Sell |
19,111
-1,384
| -7% | -$86.3K | 0.18% | 92 |
|
|
2021
Q3 | $1.21M | Buy |
20,495
+37
| +0.2% | +$2.19K | 0.2% | 92 |
|
|
2021
Q2 | $1.37M | Buy |
20,458
+428
| +2% | +$28.6K | 0.24% | 84 |
|
|
2021
Q1 | $1.27M | Sell |
20,030
-3,889
| -16% | -$246K | 0.25% | 82 |
|
|
2020
Q4 | $1.47M | Buy |
23,919
+196
| +0.8% | +$12K | 0.31% | 66 |
|
|
2020
Q3 | $1.41M | Sell |
23,723
-600
| -2% | -$35.7K | 0.32% | 61 |
|
|
2020
Q2 | $1.44M | Sell |
24,323
-260
| -1% | -$15.4K | 0.34% | 51 |
|
|
2020
Q1 | $1.37M | Buy |
+24,583
| New | +$1.37M | 0.39% | 44 |
|
|
2019
Q4 | – | Sell |
-27,113
| Closed | -$1.39M | – | 240 |
|
|
2019
Q3 | $1.39M | Buy |
27,113
+2,342
| +9% | +$120K | 0.46% | 50 |
|
|
2019
Q2 | $1.12M | Buy |
24,771
+880
| +4% | +$39.9K | 0.32% | 59 |
|
|
2019
Q1 | $1.14M | Sell |
23,891
-18,194
| -43% | -$868K | 0.33% | 61 |
|
|
2018
Q4 | $2.19M | Sell |
42,085
-4,301
| -9% | -$224K | 0.71% | 26 |
|
|
2018
Q3 | $2.39M | Buy |
46,386
+40
| +0.1% | +$2.06K | 0.78% | 25 |
|
|
2018
Q2 | $2.58M | Buy |
+46,346
| New | +$2.58M | 0.85% | 23 |
|
|
2018
Q1 | – | Sell |
-43,864
| Closed | -$2.69M | – | 167 |
|
|
2017
Q4 | $2.69M | Sell |
43,864
-20
| -0% | -$1.23K | 0.94% | 22 |
|
|
2017
Q3 | $2.8M | Buy |
43,884
+1,067
| +2% | +$68K | 1.18% | 17 |
|
|
2017
Q2 | $2.39M | Sell |
42,817
-147
| -0.3% | -$8.19K | 1.18% | 18 |
|
|
2017
Q1 | $2.34M | Sell |
42,964
-1,270
| -3% | -$69.1K | 1.2% | 20 |
|
|
2016
Q4 | $2.59M | Buy |
+44,234
| New | +$2.59M | 1.37% | 20 |
|