Keudell/Morrison 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 | $648K | Sell |
14,005
-5,643
| -29% | -$261K | 0.14% | 100 |
|
|
2025
Q1 | $1.2M | Sell |
19,648
-1,562
| -7% | -$95.3K | 0.28% | 58 |
|
|
2024
Q4 | $1.2M | Sell |
21,210
-1,493
| -7% | -$84.4K | 0.31% | 57 |
|
|
2024
Q3 | $1.17M | Buy |
22,703
+1,458
| +7% | +$75.4K | 0.32% | 58 |
|
|
2024
Q2 | $882K | Buy |
21,245
+4,793
| +29% | +$199K | 0.26% | 68 |
|
|
2024
Q1 | $892K | Buy |
16,452
+5,511
| +50% | +$299K | 0.27% | 70 |
|
|
2023
Q4 | $561K | Buy |
10,941
+252
| +2% | +$12.9K | 0.19% | 100 |
|
|
2023
Q3 | $620K | Sell |
10,689
-860
| -7% | -$49.9K | 0.19% | 84 |
|
|
2023
Q2 | $739K | Sell |
11,549
-46
| -0.4% | -$2.94K | 0.21% | 75 |
|
|
2023
Q1 | $804K | Sell |
11,595
-532
| -4% | -$36.9K | 0.24% | 70 |
|
|
2022
Q4 | $873K | Sell |
12,127
-2,038
| -14% | -$147K | 0.28% | 65 |
|
|
2022
Q3 | $1.01M | Sell |
14,165
-2,661
| -16% | -$189K | 0.38% | 53 |
|
|
2022
Q2 | $1.3M | Sell |
16,826
-2,089
| -11% | -$161K | 0.47% | 45 |
|
|
2022
Q1 | $1.38M | Buy |
18,915
+1,385
| +8% | +$101K | 0.58% | 46 |
|
|
2021
Q4 | $1.09M | Buy |
17,530
+4,131
| +31% | +$258K | 0.43% | 57 |
|
|
2021
Q3 | $793K | Sell |
13,399
-801
| -6% | -$47.4K | 0.34% | 69 |
|
|
2021
Q2 | $949K | Sell |
14,200
-89
| -0.6% | -$5.95K | 0.52% | 58 |
|
|
2021
Q1 | $902K | Sell |
14,289
-411
| -3% | -$25.9K | 0.52% | 59 |
|
|
2020
Q4 | $912K | Sell |
14,700
-2,153
| -13% | -$134K | 0.58% | 56 |
|
|
2020
Q3 | $1.02M | Sell |
16,853
-1,149
| -6% | -$69.3K | 0.65% | 45 |
|
|
2020
Q2 | $1.06M | Buy |
18,002
+1,257
| +8% | +$73.9K | 0.88% | 36 |
|
|
2020
Q1 | $933K | Sell |
16,745
-445
| -3% | -$24.8K | 0.91% | 34 |
|
|
2019
Q4 | $1.1M | Buy |
17,190
+5,924
| +53% | +$380K | 0.76% | 39 |
|
|
2019
Q3 | $571K | Hold |
11,266
| – | – | 0.47% | 68 |
|
|
2019
Q2 | $521K | Buy |
11,266
+40
| +0.4% | +$1.85K | 0.46% | 72 |
|
|
2019
Q1 | $536K | Buy |
+11,226
| New | +$536K | 0.47% | 72 |
|