Inlet Private Wealth’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 | $1.76M | Sell |
37,973
-10,015
| -21% | -$464K | 0.43% | 68 |
|
|
2025
Q1 | $2.93M | Hold |
47,988
| – | – | 0.76% | 43 |
|
|
2024
Q4 | $2.71M | Sell |
47,988
-4,800
| -9% | -$271K | 0.72% | 47 |
|
|
2024
Q3 | $2.73M | Sell |
52,788
-2,103
| -4% | -$109K | 0.69% | 48 |
|
|
2024
Q2 | $2.28M | Sell |
54,891
-750
| -1% | -$31.1K | 0.62% | 52 |
|
|
2024
Q1 | $3.02M | Buy |
55,641
+1,550
| +3% | +$84.1K | 0.84% | 41 |
|
|
2023
Q4 | $2.78M | Sell |
54,091
-9,631
| -15% | -$494K | 0.85% | 39 |
|
|
2023
Q3 | $3.7M | Sell |
63,722
-780
| -1% | -$45.3K | 1.22% | 29 |
|
|
2023
Q2 | $4.12M | Buy |
64,502
+875
| +1% | +$56K | 1.04% | 29 |
|
|
2023
Q1 | $4.41M | Sell |
63,627
-231
| -0.4% | -$16K | 1.15% | 27 |
|
|
2022
Q4 | $4.59M | Hold |
63,858
| – | – | 1.18% | 25 |
|
|
2022
Q3 | $4.54M | Buy |
63,858
+15
| +0% | +$1.07K | 1.35% | 20 |
|
|
2022
Q2 | $4.92M | Hold |
63,843
| – | – | 1.4% | 20 |
|
|
2022
Q1 | $4.66M | Buy |
63,843
+231
| +0.4% | +$16.9K | 1.16% | 24 |
|
|
2021
Q4 | $3.97M | Buy |
63,612
+8,400
| +15% | +$524K | 0.96% | 38 |
|
|
2021
Q3 | $3.27M | Hold |
55,212
| – | – | 0.88% | 44 |
|
|
2021
Q2 | $3.69M | Hold |
55,212
| – | – | 0.97% | 40 |
|
|
2021
Q1 | $3.49M | Buy |
55,212
+1,000
| +2% | +$63.1K | 1% | 34 |
|
|
2020
Q4 | $3.36M | Hold |
54,212
| – | – | 1.1% | 30 |
|
|
2020
Q3 | $3.27M | Buy |
54,212
+2,300
| +4% | +$139K | 1.27% | 22 |
|
|
2020
Q2 | $3.05M | Hold |
51,912
| – | – | 1.22% | 27 |
|
|
2020
Q1 | $2.89M | Hold |
51,912
| – | – | 1.34% | 21 |
|
|
2019
Q4 | $3.33M | Buy |
51,912
+21,970
| +73% | +$1.41M | 1.1% | 28 |
|
|
2019
Q3 | $1.52M | Hold |
29,942
| – | – | 0.56% | 57 |
|
|
2019
Q2 | $1.33M | Sell |
29,942
-6,100
| -17% | -$270K | 0.48% | 64 |
|
|
2019
Q1 | $1.72M | Buy |
36,042
+14,711
| +69% | +$702K | 0.69% | 45 |
|
|
2018
Q4 | $1.11M | Buy |
+21,331
| New | +$1.11M | 0.6% | 45 |
|