Horst & Graben 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 | $354K | Buy |
7,652
+63
| +0.8% | +$2.92K | 0.06% | 119 |
|
|
2025
Q1 | $463K | Buy |
7,589
+51
| +0.7% | +$3.11K | 0.08% | 98 |
|
|
2024
Q4 | $426K | Buy |
7,538
+179
| +2% | +$10.1K | 0.08% | 100 |
|
|
2024
Q3 | $381K | Buy |
7,359
+61
| +0.8% | +$3.16K | 0.07% | 100 |
|
|
2024
Q2 | $303K | Buy |
7,298
+66
| +0.9% | +$2.74K | 0.06% | 109 |
|
|
2024
Q1 | $392K | Buy |
7,232
+58
| +0.8% | +$3.15K | 0.08% | 97 |
|
|
2023
Q4 | $368K | Sell |
7,174
-612
| -8% | -$31.4K | 0.08% | 95 |
|
|
2023
Q3 | $452K | Sell |
7,786
-139
| -2% | -$8.07K | 0.11% | 80 |
|
|
2023
Q2 | $507K | Buy |
7,925
+60
| +0.8% | +$3.84K | 0.12% | 72 |
|
|
2023
Q1 | $545K | Buy |
7,865
+57
| +0.7% | +$3.95K | 0.14% | 70 |
|
|
2022
Q4 | $562K | Buy |
7,808
+49
| +0.6% | +$3.53K | 0.15% | 75 |
|
|
2022
Q3 | $552K | Buy |
7,759
+52
| +0.7% | +$3.7K | 0.16% | 68 |
|
|
2022
Q2 | $593K | Buy |
7,707
+50
| +0.7% | +$3.85K | 0.16% | 67 |
|
|
2022
Q1 | $559K | Buy |
7,657
+58
| +0.8% | +$4.23K | 0.14% | 75 |
|
|
2021
Q4 | $474K | Buy |
7,599
+63
| +0.8% | +$3.93K | 0.12% | 82 |
|
|
2021
Q3 | $446K | Buy |
7,536
+32
| +0.4% | +$1.89K | 0.12% | 83 |
|
|
2021
Q2 | $501K | Buy |
7,504
+45
| +0.6% | +$3K | 0.14% | 77 |
|
|
2021
Q1 | $471K | Sell |
7,459
-358
| -5% | -$22.6K | 0.15% | 84 |
|
|
2020
Q4 | $485K | Buy |
7,817
+46
| +0.6% | +$2.85K | 0.17% | 71 |
|
|
2020
Q3 | $469K | Buy |
7,771
+43
| +0.6% | +$2.6K | 0.18% | 63 |
|
|
2020
Q2 | $454K | Buy |
7,728
+441
| +6% | +$25.9K | 0.2% | 60 |
|
|
2020
Q1 | $406K | Buy |
+7,287
| New | +$406K | 0.21% | 54 |
|