Key Financial Inc’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 | $285K | Sell |
6,153
-136
| -2% | -$6.3K | 0.06% | 232 |
|
|
2025
Q1 | $384K | Sell |
6,289
-550
| -8% | -$33.5K | 0.08% | 184 |
|
|
2024
Q4 | $387K | Sell |
6,839
-131
| -2% | -$7.41K | 0.09% | 174 |
|
|
2024
Q3 | $361K | Buy |
6,970
+29
| +0.4% | +$1.5K | 0.08% | 187 |
|
|
2024
Q2 | $288K | Hold |
6,941
| – | – | 0.07% | 198 |
|
|
2024
Q1 | $376K | Hold |
6,941
| – | – | 0.1% | 168 |
|
|
2023
Q4 | $356K | Buy |
6,941
+61
| +0.9% | +$3.13K | 0.1% | 157 |
|
|
2023
Q3 | $399K | Sell |
6,880
-182
| -3% | -$10.6K | 0.13% | 130 |
|
|
2023
Q2 | $452K | Buy |
7,062
+182
| +3% | +$11.6K | 0.15% | 122 |
|
|
2023
Q1 | $477K | Sell |
6,880
-882
| -11% | -$61.1K | 0.17% | 109 |
|
|
2022
Q4 | $552K | Hold |
7,762
| – | – | 0.26% | 72 |
|
|
2022
Q3 | $552K | Buy |
7,762
+2,100
| +37% | +$149K | 0.26% | 72 |
|
|
2022
Q2 | $435K | Buy |
5,662
+125
| +2% | +$9.6K | 0.24% | 81 |
|
|
2022
Q1 | $404K | Buy |
5,537
+1,446
| +35% | +$106K | 0.2% | 95 |
|
|
2021
Q4 | $255K | Buy |
4,091
+342
| +9% | +$21.3K | 0.13% | 128 |
|
|
2021
Q3 | $222K | Buy |
3,749
+208
| +6% | +$12.3K | 0.13% | 140 |
|
|
2021
Q2 | $240K | Sell |
3,541
-1,482
| -30% | -$100K | 0.13% | 138 |
|
|
2021
Q1 | $317K | Buy |
5,023
+1,664
| +50% | +$105K | 0.21% | 94 |
|
|
2020
Q4 | $208K | Sell |
3,359
-1,632
| -33% | -$101K | 0.15% | 120 |
|
|
2020
Q3 | $301K | Buy |
+4,991
| New | +$301K | 0.31% | 78 |
|
|
2020
Q2 | – | Sell |
-4,955
| Closed | -$272K | – | 150 |
|
|
2020
Q1 | $272K | Sell |
4,955
-1,800
| -27% | -$98.8K | 0.28% | 73 |
|
|
2019
Q4 | $434K | Buy |
+6,755
| New | +$434K | 0.41% | 59 |
|