Lindbrook Capital’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
Q1 | $675K | Sell |
11,073
-1,581
| -12% | -$96.4K | 0.06% | 177 |
|
2024
Q4 | $716K | Buy |
12,654
+1,493
| +13% | +$84.4K | 0.06% | 174 |
|
2024
Q3 | $577K | Buy |
11,161
+3,324
| +42% | +$172K | 0.05% | 204 |
|
2024
Q2 | $325K | Sell |
7,837
-1,203
| -13% | -$50K | 0.03% | 270 |
|
2024
Q1 | $490K | Sell |
9,040
-396
| -4% | -$21.5K | 0.05% | 220 |
|
2023
Q4 | $484K | Buy |
9,436
+1,376
| +17% | +$70.6K | 0.05% | 206 |
|
2023
Q3 | $468K | Buy |
8,060
+182
| +2% | +$10.6K | 0.05% | 189 |
|
2023
Q2 | $504K | Sell |
7,878
-725
| -8% | -$46.4K | 0.05% | 179 |
|
2023
Q1 | $596K | Sell |
8,603
-662
| -7% | -$45.9K | 0.07% | 154 |
|
2022
Q4 | $667K | Sell |
9,265
-449
| -5% | -$32.3K | 0.08% | 151 |
|
2022
Q3 | $691K | Buy |
9,714
+2,246
| +30% | +$160K | 0.12% | 105 |
|
2022
Q2 | $575K | Sell |
7,468
-1,899
| -20% | -$146K | 0.1% | 129 |
|
2022
Q1 | $684K | Sell |
9,367
-236
| -2% | -$17.2K | 0.11% | 121 |
|
2021
Q4 | $599K | Buy |
9,603
+2,054
| +27% | +$128K | 0.09% | 138 |
|
2021
Q3 | $447K | Sell |
7,549
-204
| -3% | -$12.1K | 0.12% | 78 |
|
2021
Q2 | $518K | Sell |
7,753
-958
| -11% | -$64K | 0.12% | 71 |
|
2021
Q1 | $550K | Buy |
8,711
+106
| +1% | +$6.69K | 0.12% | 65 |
|
2020
Q4 | $534K | Buy |
8,605
+2,211
| +35% | +$137K | 0.13% | 64 |
|
2020
Q3 | $385K | Buy |
6,394
+314
| +5% | +$18.9K | 0.11% | 80 |
|
2020
Q2 | $358K | Buy |
6,080
+93
| +2% | +$5.48K | 0.11% | 80 |
|
2020
Q1 | $334K | Sell |
5,987
-954
| -14% | -$53.2K | 0.13% | 68 |
|
2019
Q4 | $446K | Buy |
6,941
+947
| +16% | +$60.9K | 0.16% | 67 |
|
2019
Q3 | $304K | Sell |
5,994
-281
| -4% | -$14.3K | 0.11% | 85 |
|
2019
Q2 | $284K | Buy |
6,275
+1,123
| +22% | +$50.8K | 0.11% | 95 |
|
2019
Q1 | $245K | Buy |
5,152
+1,095
| +27% | +$52.1K | 0.1% | 104 |
|
2018
Q4 | $210K | Buy |
+4,057
| New | +$210K | 0.1% | 100 |
|