IFP 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 | $1.45M | Buy |
31,394
+4,894
| +18% | +$227K | 0.04% | 452 |
|
|
2025
Q1 | $1.62M | Sell |
26,500
-1,093
| -4% | -$66.7K | 0.05% | 408 |
|
|
2024
Q4 | $1.56M | Sell |
27,593
-3,963
| -13% | -$224K | 0.05% | 405 |
|
|
2024
Q3 | $1.63M | Sell |
31,556
-408
| -1% | -$21.1K | 0.06% | 349 |
|
|
2024
Q2 | $1.33M | Buy |
31,964
+3,546
| +12% | +$147K | 0.05% | 369 |
|
|
2024
Q1 | $1.54M | Sell |
28,418
-2,130
| -7% | -$116K | 0.07% | 306 |
|
|
2023
Q4 | $1.57M | Sell |
30,548
-1,218
| -4% | -$62.5K | 0.07% | 293 |
|
|
2023
Q3 | $1.84M | Buy |
31,766
+5,513
| +21% | +$320K | 0.08% | 250 |
|
|
2023
Q2 | $1.68M | Buy |
26,253
+142
| +0.5% | +$9.08K | 0.07% | 293 |
|
|
2023
Q1 | $1.38M | Sell |
26,111
-29,518
| -53% | -$1.56M | 0.06% | 305 |
|
|
2022
Q4 | $3.02M | Buy |
55,629
+956
| +2% | +$52K | 0.08% | 255 |
|
|
2022
Q3 | $2.99M | Buy |
54,673
+2,718
| +5% | +$149K | 0.08% | 278 |
|
|
2022
Q2 | $2.83M | Hold |
51,955
| – | – | 0.09% | 255 |
|
|
2022
Q1 | $2.83M | Buy |
51,955
+17,322
| +50% | +$944K | 0.09% | 255 |
|
|
2021
Q4 | $2.16M | Sell |
34,633
-50,457
| -59% | -$3.14M | 0.04% | 246 |
|
|
2021
Q3 | $5.04M | Sell |
85,090
-553
| -0.6% | -$32.7K | 0.1% | 110 |
|
|
2021
Q2 | $5.71M | Buy |
85,643
+1,035
| +1% | +$69K | 0.12% | 95 |
|
|
2021
Q1 | $5.33M | Sell |
84,608
-97
| -0.1% | -$6.11K | 0.1% | 96 |
|
|
2020
Q4 | $5.24M | Buy |
84,705
+12,815
| +18% | +$793K | 0.21% | 81 |
|
|
2020
Q3 | $4.32M | Buy |
71,890
+1,965
| +3% | +$118K | 0.26% | 75 |
|
|
2020
Q2 | $4.04M | Buy |
69,925
+4,921
| +8% | +$285K | 0.32% | 66 |
|
|
2020
Q1 | $3.4M | Buy |
65,004
+20,289
| +45% | +$1.06M | 0.34% | 66 |
|
|
2019
Q4 | $2.86M | Buy |
44,715
+23,744
| +113% | +$1.52M | 0.21% | 109 |
|
|
2019
Q3 | $1.06M | Buy |
+20,971
| New | +$1.06M | 0.07% | 290 |
|
|
2019
Q1 | $532K | Sell |
11,243
-16,344
| -59% | -$773K | 0.07% | 277 |
|
|
2018
Q4 | $1.41M | Sell |
27,587
-16,324
| -37% | -$831K | 0.09% | 257 |
|
|
2018
Q3 | $2.73M | Sell |
43,911
-2,296
| -5% | -$143K | 0.11% | 201 |
|
|
2018
Q2 | $2.56M | Sell |
46,207
-10,426
| -18% | -$577K | 0.11% | 211 |
|
|
2018
Q1 | $3.47M | Hold |
56,633
| – | – | 0.16% | 149 |
|
|
2017
Q4 | $3.47M | Sell |
56,633
-25,068
| -31% | -$1.54M | 0.16% | 149 |
|
|
2017
Q3 | $5.21M | Sell |
81,701
-7,571
| -8% | -$483K | 0.21% | 108 |
|
|
2017
Q2 | $4.97M | Sell |
89,272
-3,651
| -4% | -$203K | 0.21% | 104 |
|
|
2017
Q1 | $5.05M | Buy |
92,923
+4,812
| +5% | +$262K | 0.22% | 101 |
|
|
2016
Q4 | $5.15M | Buy |
88,111
+11,535
| +15% | +$674K | 0.25% | 85 |
|
|
2016
Q3 | $4.13M | Sell |
76,576
-6,534
| -8% | -$352K | 0.21% | 97 |
|
|
2016
Q2 | $6.11M | Buy |
83,110
+71,867
| +639% | +$5.29M | 0.34% | 58 |
|
|
2016
Q1 | $532K | Sell |
11,243
-77,575
| -87% | -$3.67M | 0.07% | 277 |
|
|
2015
Q4 | $6.11M | Buy |
+88,818
| New | +$6.11M | 0.41% | 52 |
|