Herold 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 | $1.72M | Buy |
37,209
+536
| +1% | +$24.8K | 0.36% | 79 |
|
|
2025
Q1 | $2.24M | Buy |
36,673
+1,685
| +5% | +$103K | 0.49% | 59 |
|
|
2024
Q4 | $1.98M | Sell |
34,988
-1,409
| -4% | -$79.7K | 0.43% | 62 |
|
|
2024
Q3 | $1.88M | Buy |
36,397
+1,955
| +6% | +$101K | 0.41% | 67 |
|
|
2024
Q2 | $1.43M | Buy |
34,442
+1,529
| +5% | +$63.5K | 0.33% | 82 |
|
|
2024
Q1 | $1.79M | Buy |
32,913
+1,169
| +4% | +$63.4K | 0.43% | 67 |
|
|
2023
Q4 | $1.63M | Sell |
31,744
-1,924
| -6% | -$98.7K | 0.45% | 67 |
|
|
2023
Q3 | $1.95M | Buy |
33,668
+1,051
| +3% | +$61K | 0.59% | 50 |
|
|
2023
Q2 | $2.09M | Sell |
32,617
-656
| -2% | -$42K | 0.64% | 43 |
|
|
2023
Q1 | $2.31M | Buy |
33,273
+926
| +3% | +$64.2K | 0.8% | 27 |
|
|
2022
Q4 | $2.33M | Buy |
32,347
+2,524
| +8% | +$182K | 0.99% | 23 |
|
|
2022
Q3 | $2.12M | Sell |
29,823
-127
| -0.4% | -$9.03K | 1.02% | 26 |
|
|
2022
Q2 | $2.31M | Sell |
29,950
-197
| -0.7% | -$15.2K | 1.03% | 26 |
|
|
2022
Q1 | $2.2M | Buy |
30,147
+420
| +1% | +$30.7K | 0.78% | 32 |
|
|
2021
Q4 | $1.85M | Buy |
29,727
+2,654
| +10% | +$165K | 0.72% | 45 |
|
|
2021
Q3 | $1.6M | Buy |
+27,073
| New | +$1.6M | 0.62% | 47 |
|