Lido 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 | $3.54M | Sell |
76,567
-38,770
| -34% | -$1.79M | 0.01% | 422 |
|
|
2025
Q1 | $7.03M | Buy |
115,337
+3,382
| +3% | +$206K | 0.03% | 276 |
|
|
2024
Q4 | $6.33M | Sell |
111,955
-22,073
| -16% | -$1.25M | 0.03% | 270 |
|
|
2024
Q3 | $6.93M | Buy |
134,028
+5,263
| +4% | +$272K | 0.03% | 246 |
|
|
2024
Q2 | $5.35M | Sell |
128,765
-40,359
| -24% | -$1.68M | 0.03% | 259 |
|
|
2024
Q1 | $9.17M | Buy |
169,124
+37,046
| +28% | +$2.01M | 0.05% | 177 |
|
|
2023
Q4 | $6.78M | Buy |
132,078
+20,687
| +19% | +$1.06M | 0.05% | 213 |
|
|
2023
Q3 | $6.47M | Sell |
111,391
-67,009
| -38% | -$3.89M | 0.05% | 180 |
|
|
2023
Q2 | $11.4M | Buy |
178,400
+9,160
| +5% | +$586K | 0.08% | 133 |
|
|
2023
Q1 | $11.7M | Buy |
169,240
+90,239
| +114% | +$6.25M | 0.11% | 106 |
|
|
2022
Q4 | $5.68M | Buy |
79,001
+5,436
| +7% | +$391K | 0.07% | 144 |
|
|
2022
Q3 | $5.23M | Sell |
73,565
-1,285
| -2% | -$91.3K | 0.07% | 132 |
|
|
2022
Q2 | $5.76M | Buy |
74,850
+8,080
| +12% | +$622K | 0.08% | 110 |
|
|
2022
Q1 | $4.88M | Buy |
66,770
+16,545
| +33% | +$1.21M | 0.05% | 141 |
|
|
2021
Q4 | $3.13M | Buy |
50,225
+4,452
| +10% | +$278K | 0.03% | 187 |
|
|
2021
Q3 | $2.71M | Buy |
45,773
+10,785
| +31% | +$638K | 0.04% | 200 |
|
|
2021
Q2 | $2.34M | Buy |
34,988
+2,331
| +7% | +$156K | 0.03% | 215 |
|
|
2021
Q1 | $2.08M | Sell |
32,657
-4,327
| -12% | -$275K | 0.04% | 199 |
|
|
2020
Q4 | $2.31M | Buy |
36,984
+6,337
| +21% | +$396K | 0.05% | 179 |
|
|
2020
Q3 | $1.85M | Sell |
30,647
-2,054
| -6% | -$124K | 0.05% | 160 |
|
|
2020
Q2 | $1.92M | Buy |
32,701
+3,271
| +11% | +$192K | 0.06% | 146 |
|
|
2020
Q1 | $1.64M | Sell |
29,430
-8,754
| -23% | -$488K | 0.07% | 143 |
|
|
2019
Q4 | $2.45M | Buy |
38,184
+12,068
| +46% | +$775K | 0.1% | 107 |
|
|
2019
Q3 | $1.32M | Buy |
26,116
+8,223
| +46% | +$417K | 0.07% | 150 |
|
|
2019
Q2 | $811K | Buy |
17,893
+3,594
| +25% | +$163K | 0.05% | 203 |
|
|
2019
Q1 | $682K | Sell |
14,299
-877
| -6% | -$41.8K | 0.04% | 219 |
|
|
2018
Q4 | $788K | Buy |
15,176
+2,032
| +15% | +$106K | 0.08% | 142 |
|
|
2018
Q3 | $815K | Buy |
13,144
+9,199
| +233% | +$570K | 0.08% | 146 |
|
|
2018
Q2 | $218K | Sell |
3,945
-76
| -2% | -$4.2K | 0.03% | 365 |
|
|
2018
Q1 | $254K | Sell |
4,021
-105
| -3% | -$6.63K | 0.03% | 294 |
|
|
2017
Q4 | $252K | Sell |
4,126
-204
| -5% | -$12.5K | 0.04% | 241 |
|
|
2017
Q3 | $267K | Sell |
4,330
-2,075
| -32% | -$128K | 0.04% | 216 |
|
|
2017
Q2 | $357K | Sell |
6,405
-672
| -9% | -$37.5K | 0.07% | 147 |
|
|
2017
Q1 | $389K | Buy |
+7,077
| New | +$389K | 0.11% | 120 |
|
|
2016
Q3 | – | Sell |
-6,729
| Closed | -$495K | – | 159 |
|
|
2016
Q2 | $495K | Buy |
+6,729
| New | +$495K | 0.15% | 62 |
|