Heritage 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 | $41.7K | Hold |
900
| – | – | ﹤0.01% | 311 |
|
|
2025
Q1 | $54.9K | Hold |
900
| – | – | ﹤0.01% | 296 |
|
|
2024
Q4 | $50.9K | Hold |
900
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $46.6K | Sell |
900
-1,170
| -57% | -$60.5K | ﹤0.01% | 333 |
|
|
2024
Q2 | $86K | Sell |
2,070
-408
| -16% | -$16.9K | ﹤0.01% | 264 |
|
|
2024
Q1 | $134K | Sell |
2,478
-1,188
| -32% | -$64.4K | 0.01% | 240 |
|
|
2023
Q4 | $188K | Buy |
3,666
+1,287
| +54% | +$66K | 0.01% | 219 |
|
|
2023
Q3 | $138K | Sell |
2,379
-203
| -8% | -$11.8K | 0.01% | 227 |
|
|
2023
Q2 | $165K | Sell |
2,582
-35
| -1% | -$2.24K | 0.01% | 221 |
|
|
2023
Q1 | $181K | Sell |
2,617
-218
| -8% | -$15.1K | 0.01% | 209 |
|
|
2022
Q4 | $204K | Buy |
2,835
+700
| +33% | +$50.4K | 0.01% | 207 |
|
|
2022
Q3 | $152K | Buy |
2,135
+33
| +2% | +$2.35K | 0.01% | 222 |
|
|
2022
Q2 | $162K | Sell |
2,102
-64
| -3% | -$4.93K | 0.01% | 219 |
|
|
2022
Q1 | $158K | Sell |
2,166
-1,700
| -44% | -$124K | 0.01% | 216 |
|
|
2021
Q4 | $241K | Hold |
3,866
| – | – | 0.01% | 193 |
|
|
2021
Q3 | $229K | Sell |
3,866
-1,559
| -29% | -$92.2K | 0.01% | 188 |
|
|
2021
Q2 | $362K | Sell |
5,425
-165
| -3% | -$11K | 0.02% | 154 |
|
|
2021
Q1 | $353K | Sell |
5,590
-574
| -9% | -$36.2K | 0.02% | 161 |
|
|
2020
Q4 | $382K | Buy |
6,164
+4,881
| +380% | +$302K | 0.02% | 150 |
|
|
2020
Q3 | $77.4K | Sell |
1,283
-700
| -35% | -$42.2K | 0.01% | 233 |
|
|
2020
Q2 | $117K | Sell |
1,983
-320
| -14% | -$18.8K | 0.02% | 188 |
|
|
2020
Q1 | $128K | Buy |
2,303
+475
| +26% | +$26.5K | 0.02% | 162 |
|
|
2019
Q4 | $117K | Buy |
1,828
+1,063
| +139% | +$68.2K | 0.02% | 215 |
|
|
2019
Q3 | $38K | Sell |
765
-2,317
| -75% | -$115K | 0.01% | 300 |
|
|
2019
Q2 | $140K | Buy |
3,082
+1,033
| +50% | +$46.8K | 0.02% | 169 |
|
|
2019
Q1 | $97.8K | Hold |
2,049
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $106K | Sell |
2,049
-112
| -5% | -$5.79K | 0.02% | 160 |
|
|
2018
Q3 | $134K | Buy |
+2,161
| New | +$134K | 0.03% | 144 |
|
|
2016
Q3 | – | Sell |
-3,284
| Closed | -$241K | – | 89 |
|
|
2016
Q2 | $241K | Buy |
+3,284
| New | +$241K | 0.16% | 83 |
|