Magnus Financial Group’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 | $474K | Buy |
10,240
+2,703
| +36% | +$125K | 0.04% | 239 |
|
|
2025
Q1 | $460K | Sell |
7,537
-277
| -4% | -$16.9K | 0.04% | 232 |
|
|
2024
Q4 | $442K | Buy |
7,814
+1,727
| +28% | +$97.7K | 0.04% | 233 |
|
|
2024
Q3 | $315K | Buy |
+6,087
| New | +$315K | 0.03% | 265 |
|
|
2024
Q2 | – | Sell |
-5,476
| Closed | -$297K | – | 319 |
|
|
2024
Q1 | $297K | Buy |
5,476
+18
| +0.3% | +$976 | 0.04% | 251 |
|
|
2023
Q4 | $280K | Sell |
5,458
-942
| -15% | -$48.3K | 0.04% | 229 |
|
|
2023
Q3 | $371K | Sell |
6,400
-470
| -7% | -$27.3K | 0.05% | 184 |
|
|
2023
Q2 | $439K | Buy |
6,870
+486
| +8% | +$31.1K | 0.06% | 179 |
|
|
2023
Q1 | $442K | Buy |
6,384
+689
| +12% | +$47.8K | 0.07% | 182 |
|
|
2022
Q4 | $410K | Buy |
5,695
+709
| +14% | +$51K | 0.07% | 174 |
|
|
2022
Q3 | $354K | Buy |
4,986
+115
| +2% | +$8.17K | 0.07% | 172 |
|
|
2022
Q2 | $375K | Buy |
4,871
+951
| +24% | +$73.2K | 0.07% | 179 |
|
|
2022
Q1 | $286K | Buy |
3,920
+599
| +18% | +$43.7K | 0.05% | 227 |
|
|
2021
Q4 | $207K | Buy |
+3,321
| New | +$207K | 0.04% | 242 |
|
|
2021
Q3 | – | Sell |
-3,313
| Closed | -$221K | – | 246 |
|
|
2021
Q2 | $221K | Buy |
3,313
+51
| +2% | +$3.4K | 0.05% | 220 |
|
|
2021
Q1 | $206K | Sell |
3,262
-6,655
| -67% | -$420K | 0.05% | 217 |
|
|
2020
Q4 | $615K | Sell |
9,917
-1,342
| -12% | -$83.2K | 0.06% | 123 |
|
|
2020
Q3 | $679K | Sell |
11,259
-1,400
| -11% | -$84.4K | 0.08% | 99 |
|
|
2020
Q2 | $744K | Sell |
12,659
-1,134
| -8% | -$66.6K | 0.08% | 98 |
|
|
2020
Q1 | $769K | Buy |
13,793
+5,176
| +60% | +$289K | 0.1% | 96 |
|
|
2019
Q4 | $553K | Buy |
8,617
+3,626
| +73% | +$233K | 0.08% | 120 |
|
|
2019
Q3 | $253K | Sell |
4,991
-237
| -5% | -$12K | 0.05% | 338 |
|
|
2019
Q2 | $237K | Buy |
+5,228
| New | +$237K | 0.05% | 367 |
|
|
2019
Q1 | – | Sell |
-4,211
| Closed | -$219K | – | 514 |
|
|
2018
Q4 | $219K | Buy |
+4,211
| New | +$219K | 0.06% | 319 |
|