HighMark Wealth 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 | $46.3K | Sell |
1,000
-32
| -3% | -$1.48K | 0.02% | 163 |
|
|
2025
Q1 | $70.2K | Sell |
1,032
-114
| -10% | -$7.75K | 0.04% | 108 |
|
|
2024
Q4 | $64.8K | Buy |
1,146
+25
| +2% | +$1.41K | 0.04% | 106 |
|
|
2024
Q3 | $58K | Buy |
1,121
+38
| +4% | +$1.97K | 0.03% | 135 |
|
|
2024
Q2 | $45K | Buy |
1,083
+405
| +60% | +$16.8K | 0.03% | 142 |
|
|
2024
Q1 | $36.8K | Hold |
678
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $34.8K | Sell |
678
-27
| -4% | -$1.39K | 0.03% | 151 |
|
|
2023
Q3 | $40.9K | Buy |
705
+45
| +7% | +$2.61K | 0.03% | 129 |
|
|
2023
Q2 | $42.2K | Buy |
660
+27
| +4% | +$1.73K | 0.03% | 130 |
|
|
2023
Q1 | $43.9K | Hold |
633
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $45.5K | Hold |
633
| – | – | 0.03% | 108 |
|
|
2022
Q3 | $45K | Hold |
633
| – | – | 0.04% | 103 |
|
|
2022
Q2 | $49K | Buy |
633
+9
| +1% | +$697 | 0.04% | 104 |
|
|
2022
Q1 | $46K | Buy |
624
+41
| +7% | +$3.02K | 0.03% | 111 |
|
|
2021
Q4 | $36K | Buy |
583
+92
| +19% | +$5.68K | 0.02% | 138 |
|
|
2021
Q3 | $29K | Hold |
491
| – | – | 0.02% | 152 |
|
|
2021
Q2 | $33K | Hold |
491
| – | – | 0.02% | 146 |
|
|
2021
Q1 | $31K | Hold |
491
| – | – | 0.02% | 135 |
|
|
2020
Q4 | $30K | Hold |
491
| – | – | 0.03% | 133 |
|
|
2020
Q3 | $30K | Hold |
491
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $29K | Sell |
491
-135
| -22% | -$7.97K | 0.03% | 107 |
|
|
2020
Q1 | $34K | Sell |
626
-93
| -13% | -$5.05K | 0.04% | 85 |
|
|
2019
Q4 | $46K | Buy |
+719
| New | +$46K | 0.05% | 83 |
|