Lloyd Advisory Services’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 |
-3,416
| Closed | -$208K | – | 102 |
|
|
2025
Q1 | $208K | Sell |
3,416
-508
| -13% | -$31K | 0.1% | 97 |
|
|
2024
Q4 | $222K | Sell |
3,924
-741
| -16% | -$41.9K | 0.11% | 91 |
|
|
2024
Q3 | $241K | Buy |
+4,665
| New | +$241K | 0.12% | 85 |
|
|
2023
Q4 | – | Sell |
-9,860
| Closed | -$572K | – | 170 |
|
|
2023
Q3 | $572K | Buy |
+9,860
| New | +$572K | 0.19% | 121 |
|
|
2022
Q2 | – | Sell |
-2,588
| Closed | -$189K | – | 126 |
|
|
2022
Q1 | $189K | Buy |
2,588
+1,154
| +80% | +$84.3K | 0.09% | 94 |
|
|
2021
Q4 | $89K | Buy |
+1,434
| New | +$89K | 0.04% | 140 |
|
|
2021
Q3 | – | Sell |
-580
| Closed | -$39K | – | 389 |
|
|
2021
Q2 | $39K | Hold |
580
| – | – | 0.02% | 177 |
|
|
2021
Q1 | $37K | Sell |
580
-1,317
| -69% | -$84K | 0.02% | 164 |
|
|
2020
Q4 | $118K | Sell |
1,897
-93
| -5% | -$5.79K | 0.06% | 74 |
|
|
2020
Q3 | $120K | Buy |
1,990
+261
| +15% | +$15.7K | 0.07% | 71 |
|
|
2020
Q2 | $102K | Buy |
1,729
+1,035
| +149% | +$61.1K | 0.06% | 77 |
|
|
2020
Q1 | $39K | Sell |
694
-132
| -16% | -$7.42K | 0.03% | 100 |
|
|
2019
Q4 | $53K | Buy |
+826
| New | +$53K | 0.05% | 113 |
|