Larson Financial Group’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 | $1.5M | Buy |
32,429
+3,398
| +12% | +$157K | 0.06% | 242 |
|
|
2025
Q1 | $1.77M | Buy |
29,031
+11,931
| +70% | +$728K | 0.08% | 200 |
|
|
2024
Q4 | $967K | Buy |
17,100
+1,639
| +11% | +$92.7K | 0.05% | 250 |
|
|
2024
Q3 | $800K | Buy |
15,461
+6,690
| +76% | +$346K | 0.05% | 255 |
|
|
2024
Q2 | $364K | Buy |
8,771
+4,864
| +124% | +$202K | 0.02% | 333 |
|
|
2024
Q1 | $212K | Sell |
3,907
-202
| -5% | -$11K | 0.02% | 395 |
|
|
2023
Q4 | $211K | Sell |
4,109
-191
| -4% | -$9.8K | 0.02% | 341 |
|
|
2023
Q3 | $250K | Buy |
4,300
+333
| +8% | +$19.3K | 0.02% | 282 |
|
|
2023
Q2 | $254K | Sell |
3,967
-24,927
| -86% | -$1.59M | 0.03% | 279 |
|
|
2023
Q1 | $2M | Buy |
28,894
+305
| +1% | +$21.1K | 0.22% | 90 |
|
|
2022
Q4 | $2.06M | Buy |
28,589
+3,473
| +14% | +$250K | 0.25% | 83 |
|
|
2022
Q3 | $1.79M | Buy |
25,116
+21,552
| +605% | +$1.53M | 0.25% | 64 |
|
|
2022
Q2 | $274K | Buy |
3,564
+393
| +12% | +$30.2K | 0.05% | 153 |
|
|
2022
Q1 | $232K | Sell |
3,171
-1,314
| -29% | -$96.1K | 0.04% | 187 |
|
|
2021
Q4 | $280K | Buy |
4,485
+1,334
| +42% | +$83.3K | 0.04% | 168 |
|
|
2021
Q3 | $186K | Sell |
3,151
-291
| -8% | -$17.2K | 0.04% | 153 |
|
|
2021
Q2 | $230K | Buy |
3,442
+309
| +10% | +$20.6K | 0.05% | 117 |
|
|
2021
Q1 | $198K | Sell |
3,133
-157
| -5% | -$9.92K | 0.06% | 111 |
|
|
2020
Q4 | $204K | Sell |
3,290
-624
| -16% | -$38.7K | 0.07% | 98 |
|
|
2020
Q3 | $236K | Buy |
3,914
+10
| +0.3% | +$603 | 0.1% | 81 |
|
|
2020
Q2 | $230K | Buy |
3,904
+255
| +7% | +$15K | 0.11% | 87 |
|
|
2020
Q1 | $203K | Buy |
3,649
+386
| +12% | +$21.5K | 0.13% | 76 |
|
|
2019
Q4 | $209K | Buy |
3,263
+262
| +9% | +$16.8K | 0.12% | 77 |
|
|
2019
Q3 | $152K | Buy |
3,001
+1,269
| +73% | +$64.3K | 0.1% | 86 |
|
|
2019
Q2 | $79K | Buy |
1,732
+500
| +41% | +$22.8K | 0.06% | 95 |
|
|
2019
Q1 | $59K | Hold |
1,232
| – | – | 0.05% | 102 |
|
|
2018
Q4 | $64K | Buy |
+1,232
| New | +$64K | 0.06% | 97 |
|