Legacy Advisors’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 | – | Sell |
-21,534
| Closed | -$1.31M | – | 69 |
|
|
2025
Q1 | $1.31M | Buy |
21,534
+7,598
| +55% | +$463K | 0.14% | 126 |
|
|
2024
Q4 | $788K | Buy |
13,936
+2,424
| +21% | +$137K | 0.08% | 196 |
|
|
2024
Q3 | $596K | Buy |
11,512
+1,736
| +18% | +$89.8K | 0.06% | 223 |
|
|
2024
Q2 | $406K | Sell |
9,776
-1,528
| -14% | -$63.5K | 0.05% | 223 |
|
|
2024
Q1 | $613K | Buy |
11,304
+1,960
| +21% | +$106K | 0.08% | 188 |
|
|
2023
Q4 | $479K | Buy |
9,344
+1,669
| +22% | +$85.6K | 0.06% | 198 |
|
|
2023
Q3 | $445K | Sell |
7,675
-26
| -0.3% | -$1.51K | 0.07% | 192 |
|
|
2023
Q2 | $492K | Buy |
7,701
+152
| +2% | +$9.72K | 0.07% | 175 |
|
|
2023
Q1 | $523K | Sell |
7,549
-297
| -4% | -$20.6K | 0.1% | 147 |
|
|
2022
Q4 | $565K | Buy |
7,846
+275
| +4% | +$19.8K | 0.1% | 139 |
|
|
2022
Q3 | $538K | Sell |
7,571
-1,317
| -15% | -$93.6K | 0.12% | 114 |
|
|
2022
Q2 | $684K | Buy |
8,888
+1,593
| +22% | +$123K | 0.14% | 93 |
|
|
2022
Q1 | $533K | Buy |
7,295
+880
| +14% | +$64.3K | 0.1% | 119 |
|
|
2021
Q4 | $400K | Sell |
6,415
-420
| -6% | -$26.2K | 0.15% | 83 |
|
|
2021
Q3 | $404K | Buy |
6,835
+362
| +6% | +$21.4K | 0.16% | 80 |
|
|
2021
Q2 | $433K | Buy |
6,473
+511
| +9% | +$34.2K | 0.18% | 76 |
|
|
2021
Q1 | $376K | Hold |
5,962
| – | – | 0.17% | 80 |
|
|
2020
Q4 | $370K | Sell |
5,962
-620
| -9% | -$38.5K | 0.21% | 74 |
|
|
2020
Q3 | $397K | Buy |
6,582
+620
| +10% | +$37.4K | 0.26% | 63 |
|
|
2020
Q2 | $351K | Sell |
5,962
-4,599
| -44% | -$271K | 0.28% | 64 |
|
|
2020
Q1 | $589K | Sell |
10,561
-340
| -3% | -$19K | 0.59% | 45 |
|
|
2019
Q4 | $700K | Buy |
10,901
+340
| +3% | +$21.8K | 0.44% | 50 |
|
|
2019
Q3 | $536K | Hold |
10,561
| – | – | 0.4% | 55 |
|
|
2019
Q2 | $479K | Sell |
10,561
-10,561
| -50% | -$479K | 0.32% | 60 |
|
|
2019
Q1 | $1.01M | Buy |
21,122
+10,561
| +100% | +$504K | 0.33% | 66 |
|
|
2018
Q4 | $549K | Hold |
10,561
| – | – | 0.42% | 59 |
|
|
2018
Q3 | $656K | Hold |
10,561
| – | – | 0.32% | 78 |
|
|
2018
Q2 | $584K | Buy |
10,561
+9,286
| +728% | +$513K | 0.44% | 48 |
|
|
2018
Q1 | $75K | Sell |
1,275
-125
| -9% | -$7.35K | 0.06% | 132 |
|
|
2017
Q4 | $85K | Sell |
1,400
-114
| -8% | -$6.92K | 0.08% | 93 |
|
|
2017
Q3 | $96K | Buy |
1,514
+314
| +26% | +$19.9K | 0.11% | 75 |
|
|
2017
Q2 | $66K | Hold |
1,200
| – | – | 0.08% | 84 |
|
|
2017
Q1 | $65K | Hold |
1,200
| – | – | 0.09% | 83 |
|
|
2016
Q4 | $70K | Buy |
+1,200
| New | +$70K | 0.1% | 86 |
|