Lowe Wealth 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 | $5.09K | Hold |
110
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $6.71K | Buy |
110
+100
| +1,000% | +$6.1K | ﹤0.01% | 271 |
|
|
2024
Q4 | $566 | Hold |
10
| – | – | ﹤0.01% | 343 |
|
|
2024
Q3 | $517 | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $415 | Hold |
10
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $542 | Hold |
10
| – | – | ﹤0.01% | 288 |
|
|
2023
Q4 | $513 | Hold |
10
| – | – | ﹤0.01% | 295 |
|
|
2023
Q3 | $580 | Sell |
10
-15
| -60% | -$870 | ﹤0.01% | 285 |
|
|
2023
Q2 | $1.6K | Hold |
25
| – | – | ﹤0.01% | 305 |
|
|
2023
Q1 | $1.73K | Hold |
25
| – | – | ﹤0.01% | 297 |
|
|
2022
Q4 | $1.8K | Hold |
25
| – | – | ﹤0.01% | 301 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 289 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 271 |
|
|
2022
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 284 |
|
|
2021
Q4 | $2K | Sell |
25
-115
| -82% | -$9.2K | ﹤0.01% | 264 |
|
|
2021
Q3 | $8K | Hold |
140
| – | – | ﹤0.01% | 200 |
|
|
2021
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 187 |
|
|
2021
Q1 | $9K | Buy |
140
+125
| +833% | +$8.04K | ﹤0.01% | 184 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 246 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 242 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 261 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 263 |
|
|
2017
Q4 | – | Sell |
-913
| Closed | -$58K | – | 253 |
|
|
2017
Q3 | $58K | Buy |
913
+275
| +43% | +$17.5K | 0.04% | 59 |
|
|
2017
Q2 | $36K | Buy |
638
+13
| +2% | +$734 | 0.02% | 71 |
|
|
2017
Q1 | $34K | Hold |
625
| – | – | 0.02% | 71 |
|
|
2016
Q4 | $37K | Hold |
625
| – | – | 0.03% | 66 |
|
|
2016
Q3 | $34K | Hold |
625
| – | – | 0.02% | 69 |
|
|
2016
Q2 | $46K | Hold |
625
| – | – | 0.03% | 59 |
|
|
2016
Q1 | $40K | Sell |
625
-600
| -49% | -$38.4K | 0.03% | 63 |
|
|
2015
Q4 | $84K | Hold |
1,225
| – | – | 0.06% | 43 |
|
|
2015
Q3 | $73K | Sell |
1,225
-107
| -8% | -$6.38K | 0.06% | 46 |
|
|
2015
Q2 | $89K | Buy |
1,332
+107
| +9% | +$7.15K | 0.06% | 48 |
|
|
2015
Q1 | $79K | Sell |
1,225
-1,000
| -45% | -$64.5K | 0.05% | 51 |
|
|
2014
Q4 | $131K | Buy |
+2,225
| New | +$131K | 0.09% | 38 |
|