Keystone Financial Planning’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 | $7.51M | Buy |
162,250
+2,591
| +2% | +$120K | 2.27% | 10 |
|
|
2025
Q1 | $9.74M | Buy |
159,659
+552
| +0.3% | +$33.7K | 2.9% | 4 |
|
|
2024
Q4 | $9M | Buy |
159,107
+183
| +0.1% | +$10.4K | 2.79% | 5 |
|
|
2024
Q3 | $8.22M | Buy |
158,924
+23,098
| +17% | +$1.2M | 2.49% | 6 |
|
|
2024
Q2 | $5.64M | Buy |
135,826
+1,899
| +1% | +$78.9K | 1.87% | 15 |
|
|
2024
Q1 | $7.26M | Buy |
133,927
+10,858
| +9% | +$589K | 2.36% | 10 |
|
|
2023
Q4 | $6.31M | Buy |
123,069
+7,640
| +7% | +$392K | 2.09% | 14 |
|
|
2023
Q3 | $6.7M | Buy |
+115,429
| New | +$6.7M | 2.34% | 10 |
|
|
2022
Q2 | – | Sell |
-120,095
| Closed | -$8.77M | – | 47 |
|
|
2022
Q1 | $8.77M | Buy |
120,095
+2,971
| +3% | +$217K | 2.93% | 6 |
|
|
2021
Q4 | $7.3M | Buy |
+117,124
| New | +$7.3M | 2.49% | 12 |
|
|
2014
Q4 | – | Sell |
-54,954
| Closed | -$2.81M | – | 47 |
|
|
2014
Q3 | $2.81M | Sell |
54,954
-478
| -0.9% | -$24.5K | 2.12% | 26 |
|
|
2014
Q2 | $2.69M | Sell |
55,432
-1,066
| -2% | -$51.7K | 2.03% | 25 |
|
|
2014
Q1 | $2.94M | Sell |
56,498
-1,400
| -2% | -$72.7K | 2.27% | 24 |
|
|
2013
Q4 | $3.08M | Buy |
+57,898
| New | +$3.08M | 2.46% | 22 |
|