Kestra Private Wealth Services’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 | $7.97M | Buy |
172,158
+2,054
| +1% | +$95.1K | 0.11% | 205 |
|
|
2025
Q1 | $10.4M | Buy |
170,104
+3,092
| +2% | +$189K | 0.17% | 133 |
|
|
2024
Q4 | $9.45M | Buy |
167,012
+4,089
| +3% | +$231K | 0.16% | 146 |
|
|
2024
Q3 | $8.43M | Sell |
162,923
-10,113
| -6% | -$523K | 0.15% | 148 |
|
|
2024
Q2 | $7.19M | Sell |
173,036
-5,414
| -3% | -$225K | 0.14% | 153 |
|
|
2024
Q1 | $9.68M | Buy |
178,450
+25,541
| +17% | +$1.39M | 0.22% | 112 |
|
|
2023
Q4 | $7.85M | Buy |
152,909
+13,098
| +9% | +$672K | 0.2% | 128 |
|
|
2023
Q3 | $8.11M | Buy |
139,811
+12,121
| +9% | +$704K | 0.26% | 98 |
|
|
2023
Q2 | $8.17M | Buy |
127,690
+17,761
| +16% | +$1.14M | 0.28% | 90 |
|
|
2023
Q1 | $7.62M | Buy |
109,929
+17,656
| +19% | +$1.22M | 0.3% | 87 |
|
|
2022
Q4 | $6.64M | Buy |
92,273
+7,886
| +9% | +$567K | 0.34% | 79 |
|
|
2022
Q3 | $6M | Buy |
84,387
+5,409
| +7% | +$385K | 0.35% | 74 |
|
|
2022
Q2 | $6.08M | Sell |
78,978
-4,535
| -5% | -$349K | 0.35% | 65 |
|
|
2022
Q1 | $6.1M | Buy |
83,513
+5,958
| +8% | +$435K | 0.3% | 79 |
|
|
2021
Q4 | $4.84M | Buy |
77,555
+4,046
| +6% | +$252K | 0.23% | 107 |
|
|
2021
Q3 | $4.35M | Buy |
73,509
+5,194
| +8% | +$307K | 0.24% | 99 |
|
|
2021
Q2 | $4.57M | Buy |
68,315
+1,327
| +2% | +$88.7K | 0.28% | 84 |
|
|
2021
Q1 | $4.23M | Buy |
66,988
+5,035
| +8% | +$318K | 0.29% | 80 |
|
|
2020
Q4 | $3.84M | Sell |
61,953
-337
| -0.5% | -$20.9K | 0.28% | 87 |
|
|
2020
Q3 | $3.76M | Buy |
+62,290
| New | +$3.76M | 0.33% | 75 |
|