Legacy Financial 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 | $912K | Buy |
19,710
+6,329
| +47% | +$293K | 0.14% | 119 |
|
|
2025
Q1 | $816K | Buy |
13,381
+813
| +6% | +$49.6K | 0.14% | 126 |
|
|
2024
Q4 | $711K | Buy |
12,568
+2,511
| +25% | +$142K | 0.12% | 146 |
|
|
2024
Q3 | $520K | Buy |
10,057
+539
| +6% | +$27.9K | 0.09% | 187 |
|
|
2024
Q2 | $395K | Buy |
9,518
+4,189
| +79% | +$174K | 0.07% | 212 |
|
|
2024
Q1 | $289K | Buy |
5,329
+44
| +0.8% | +$2.39K | 0.05% | 256 |
|
|
2023
Q4 | $271K | Sell |
5,285
-1,640
| -24% | -$84.1K | 0.05% | 245 |
|
|
2023
Q3 | $402K | Sell |
6,925
-325
| -4% | -$18.9K | 0.08% | 168 |
|
|
2023
Q2 | $464K | Sell |
7,250
-476
| -6% | -$30.4K | 0.09% | 145 |
|
|
2023
Q1 | $535K | Buy |
7,726
+283
| +4% | +$19.6K | 0.11% | 116 |
|
|
2022
Q4 | $536K | Buy |
7,443
+1,700
| +30% | +$122K | 0.12% | 109 |
|
|
2022
Q3 | $408K | Sell |
5,743
-356
| -6% | -$25.3K | 0.1% | 117 |
|
|
2022
Q2 | $470K | Buy |
6,099
+1,264
| +26% | +$97.4K | 0.12% | 95 |
|
|
2022
Q1 | $353K | Buy |
4,835
+372
| +8% | +$27.2K | 0.08% | 149 |
|
|
2021
Q4 | $278K | Buy |
4,463
+212
| +5% | +$13.2K | 0.06% | 153 |
|
|
2021
Q3 | $252K | Buy |
4,251
+427
| +11% | +$25.3K | 0.06% | 152 |
|
|
2021
Q2 | $256K | Sell |
3,824
-842
| -18% | -$56.4K | 0.06% | 144 |
|
|
2021
Q1 | $295K | Buy |
4,666
+995
| +27% | +$62.9K | 0.08% | 111 |
|
|
2020
Q4 | $228K | Sell |
3,671
-268
| -7% | -$16.6K | 0.06% | 127 |
|
|
2020
Q3 | $237K | Buy |
+3,939
| New | +$237K | 0.07% | 107 |
|
|
2020
Q1 | – | Sell |
-4,193
| Closed | -$269K | – | 68 |
|
|
2019
Q4 | $269K | Buy |
+4,193
| New | +$269K | 0.09% | 102 |
|
|
2019
Q2 | – | Sell |
-3,943
| Closed | -$188K | – | 220 |
|
|
2019
Q1 | $188K | Sell |
3,943
-1,041
| -21% | -$49.6K | 0.06% | 111 |
|
|
2018
Q4 | $259K | Sell |
4,984
-102
| -2% | -$5.3K | 0.1% | 86 |
|
|
2018
Q3 | $315K | Sell |
5,086
-1,215
| -19% | -$75.3K | 0.11% | 73 |
|
|
2018
Q2 | $358K | Buy |
6,301
+4,166
| +195% | +$237K | 0.14% | 64 |
|
|
2018
Q1 | $130K | Sell |
2,135
-55
| -3% | -$3.35K | 0.05% | 145 |
|
|
2017
Q4 | $134K | Buy |
+2,190
| New | +$134K | 0.06% | 151 |
|