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