HHM 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 | $90K | Sell |
1,944
-667
| -26% | -$30.9K | 0.01% | 289 |
|
|
2025
Q1 | $159K | Sell |
2,611
-255
| -9% | -$15.6K | 0.02% | 216 |
|
|
2024
Q4 | $162K | Buy |
2,866
+514
| +22% | +$29.1K | 0.02% | 207 |
|
|
2024
Q3 | $122K | Sell |
2,352
-666
| -22% | -$34.5K | 0.02% | 230 |
|
|
2024
Q2 | $125K | Buy |
3,018
+1,052
| +54% | +$43.7K | 0.02% | 221 |
|
|
2024
Q1 | $107K | Sell |
1,966
-158
| -7% | -$8.57K | 0.02% | 201 |
|
|
2023
Q4 | $109K | Sell |
2,124
-275
| -11% | -$14.1K | 0.02% | 201 |
|
|
2023
Q3 | $139K | Buy |
2,399
+205
| +9% | +$11.9K | 0.03% | 163 |
|
|
2023
Q2 | $140K | Buy |
2,194
+650
| +42% | +$41.6K | 0.03% | 166 |
|
|
2023
Q1 | $107K | Buy |
1,544
+368
| +31% | +$25.5K | 0.02% | 193 |
|
|
2022
Q4 | $84.6K | Hold |
1,176
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $84K | Sell |
1,176
-525
| -31% | -$37.5K | 0.02% | 177 |
|
|
2022
Q2 | $131K | Buy |
1,701
+506
| +42% | +$39K | 0.03% | 169 |
|
|
2022
Q1 | $87K | Sell |
1,195
-1,630
| -58% | -$119K | 0.02% | 234 |
|
|
2021
Q4 | $176K | Buy |
2,825
+290
| +11% | +$18.1K | 0.04% | 149 |
|
|
2021
Q3 | $150K | Sell |
2,535
-6
| -0.2% | -$355 | 0.04% | 164 |
|
|
2021
Q2 | $170K | Hold |
2,541
| – | – | 0.05% | 153 |
|
|
2021
Q1 | $160K | Hold |
2,541
| – | – | 0.05% | 138 |
|
|
2020
Q4 | $158K | Hold |
2,541
| – | – | 0.05% | 118 |
|
|
2020
Q3 | $153K | Sell |
2,541
-181
| -7% | -$10.9K | 0.06% | 105 |
|
|
2020
Q2 | $160K | Sell |
2,722
-500
| -16% | -$29.4K | 0.07% | 96 |
|
|
2020
Q1 | $180K | Buy |
+3,222
| New | +$180K | 0.09% | 82 |
|