Hennion & Walsh Asset 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 | $845K | Buy |
18,258
+888
| +5% | +$41.1K | 0.03% | 530 |
|
|
2025
Q1 | $1.06M | Sell |
17,370
-6,328
| -27% | -$386K | 0.05% | 460 |
|
|
2024
Q4 | $1.34M | Sell |
23,698
-12,114
| -34% | -$685K | 0.06% | 396 |
|
|
2024
Q3 | $1.85M | Sell |
35,812
-18,552
| -34% | -$960K | 0.09% | 298 |
|
|
2024
Q2 | $2.26M | Sell |
54,364
-6,088
| -10% | -$253K | 0.12% | 231 |
|
|
2024
Q1 | $3.28M | Sell |
60,452
-3,101
| -5% | -$168K | 0.18% | 150 |
|
|
2023
Q4 | $3.26M | Sell |
63,553
-276
| -0.4% | -$14.2K | 0.19% | 145 |
|
|
2023
Q3 | $3.7M | Sell |
63,829
-4,757
| -7% | -$276K | 0.24% | 104 |
|
|
2023
Q2 | $4.39M | Buy |
68,586
+2,660
| +4% | +$170K | 0.26% | 91 |
|
|
2023
Q1 | $4.57M | Sell |
65,926
-5,560
| -8% | -$385K | 0.28% | 83 |
|
|
2022
Q4 | $5.14M | Buy |
71,486
+7,781
| +12% | +$560K | 0.32% | 74 |
|
|
2022
Q3 | $4.53M | Sell |
63,705
-6,623
| -9% | -$471K | 0.3% | 79 |
|
|
2022
Q2 | $5.42M | Buy |
70,328
+5,450
| +8% | +$420K | 0.34% | 72 |
|
|
2022
Q1 | $4.74M | Buy |
64,878
+2,626
| +4% | +$192K | 0.25% | 102 |
|
|
2021
Q4 | $3.88M | Buy |
62,252
+3,296
| +6% | +$205K | 0.19% | 142 |
|
|
2021
Q3 | $3.49M | Sell |
58,956
-3,055
| -5% | -$181K | 0.18% | 160 |
|
|
2021
Q2 | $4.14M | Buy |
62,011
+7,759
| +14% | +$519K | 0.22% | 116 |
|
|
2021
Q1 | $3.43M | Buy |
+54,252
| New | +$3.43M | 0.21% | 130 |
|