Kingsview 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 | $1.43M | Sell |
30,914
-60,166
| -66% | -$2.79M | 0.02% | 496 |
|
|
2025
Q1 | $5.55M | Buy |
91,080
+59,362
| +187% | +$3.62M | 0.1% | 199 |
|
|
2024
Q4 | $1.79M | Sell |
31,718
-62,976
| -67% | -$3.56M | 0.03% | 406 |
|
|
2024
Q3 | $4.9M | Buy |
94,694
+61,943
| +189% | +$3.2M | 0.1% | 202 |
|
|
2024
Q2 | $1.36M | Sell |
32,751
-142,928
| -81% | -$5.94M | 0.03% | 436 |
|
|
2024
Q1 | $9.53M | Buy |
175,679
+9,317
| +6% | +$505K | 0.24% | 83 |
|
|
2023
Q4 | $8.54M | Buy |
166,362
+101,010
| +155% | +$5.18M | 0.25% | 90 |
|
|
2023
Q3 | $3.79M | Buy |
65,352
+8,810
| +16% | +$511K | 0.14% | 176 |
|
|
2023
Q2 | $3.62M | Buy |
56,542
+1,351
| +2% | +$86.4K | 0.14% | 157 |
|
|
2023
Q1 | $3.83M | Sell |
55,191
-9,099
| -14% | -$631K | 0.16% | 139 |
|
|
2022
Q4 | $4.63M | Buy |
64,290
+2,745
| +4% | +$198K | 0.2% | 124 |
|
|
2022
Q3 | $4.38M | Sell |
61,545
-5,879
| -9% | -$418K | 0.21% | 119 |
|
|
2022
Q2 | $5.19M | Buy |
67,424
+15,572
| +30% | +$1.2M | 0.25% | 100 |
|
|
2022
Q1 | $3.79M | Buy |
51,852
+546
| +1% | +$39.9K | 0.17% | 137 |
|
|
2021
Q4 | $3.2M | Buy |
51,306
+2,170
| +4% | +$135K | 0.13% | 163 |
|
|
2021
Q3 | $2.91M | Buy |
49,136
+4,092
| +9% | +$242K | 0.14% | 163 |
|
|
2021
Q2 | $3M | Sell |
45,044
-1,347
| -3% | -$89.7K | 0.15% | 154 |
|
|
2021
Q1 | $2.92M | Sell |
46,391
-18,286
| -28% | -$1.15M | 0.17% | 135 |
|
|
2020
Q4 | $4.01M | Buy |
64,677
+1,514
| +2% | +$93.9K | 0.29% | 82 |
|
|
2020
Q3 | $3.81M | Buy |
63,163
+911
| +1% | +$54.9K | 0.34% | 71 |
|
|
2020
Q2 | $3.66M | Buy |
62,252
+22,186
| +55% | +$1.3M | 0.37% | 70 |
|
|
2020
Q1 | $2.23M | Buy |
40,066
+11,142
| +39% | +$621K | 0.3% | 91 |
|
|
2019
Q4 | $1.86M | Buy |
28,924
+20,076
| +227% | +$1.29M | 0.23% | 121 |
|
|
2019
Q3 | $449K | Buy |
8,848
+555
| +7% | +$28.2K | 0.07% | 274 |
|
|
2019
Q2 | $376K | Buy |
8,293
+1,221
| +17% | +$55.4K | 0.06% | 283 |
|
|
2019
Q1 | $337K | Buy |
7,072
+1,304
| +23% | +$62.1K | 0.05% | 328 |
|
|
2018
Q4 | $300K | Sell |
5,768
-279
| -5% | -$14.5K | 0.07% | 287 |
|
|
2018
Q3 | $375K | Buy |
6,047
+1,470
| +32% | +$91.2K | 0.08% | 260 |
|
|
2018
Q2 | $253K | Buy |
4,577
+70
| +2% | +$3.87K | 0.06% | 284 |
|
|
2018
Q1 | $285K | Hold |
4,507
| – | – | 0.07% | 262 |
|
|
2017
Q4 | $276K | Sell |
4,507
-26
| -0.6% | -$1.59K | 0.1% | 255 |
|
|
2017
Q3 | $289K | Buy |
4,533
+1,133
| +33% | +$72.2K | 0.13% | 217 |
|
|
2017
Q2 | $189K | Sell |
3,400
-580
| -15% | -$32.2K | 0.1% | 240 |
|
|
2017
Q1 | $216K | Buy |
+3,980
| New | +$216K | 0.13% | 211 |
|