Marcum Wealth’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 | $1.18M | Buy |
19,296
+193
| +1% | +$11.8K | 0.1% | 98 |
|
|
2024
Q4 | $1.08M | Buy |
19,103
+1,964
| +11% | +$111K | 0.09% | 104 |
|
|
2024
Q3 | $887K | Buy |
17,139
+1,305
| +8% | +$67.5K | 0.08% | 124 |
|
|
2024
Q2 | $658K | Buy |
15,834
+2,466
| +18% | +$102K | 0.07% | 150 |
|
|
2024
Q1 | $725K | Buy |
13,368
+5,090
| +61% | +$276K | 0.07% | 139 |
|
|
2023
Q4 | $425K | Sell |
8,278
-3,473
| -30% | -$178K | 0.05% | 203 |
|
|
2023
Q3 | $682K | Sell |
11,751
-483
| -4% | -$28K | 0.08% | 127 |
|
|
2023
Q2 | $782K | Buy |
12,234
+1,583
| +15% | +$101K | 0.09% | 116 |
|
|
2023
Q1 | $738K | Buy |
10,651
+5
| +0% | +$347 | 0.09% | 129 |
|
|
2022
Q4 | $766K | Sell |
10,646
-424
| -4% | -$30.5K | 0.1% | 120 |
|
|
2022
Q3 | $787K | Sell |
11,070
-667
| -6% | -$47.4K | 0.12% | 103 |
|
|
2022
Q2 | $904K | Sell |
11,737
-464
| -4% | -$35.7K | 0.14% | 98 |
|
|
2022
Q1 | $891K | Buy |
12,201
+2,902
| +31% | +$212K | 0.12% | 108 |
|
|
2021
Q4 | $580K | Buy |
9,299
+204
| +2% | +$12.7K | 0.08% | 157 |
|
|
2021
Q3 | $538K | Buy |
9,095
+2,116
| +30% | +$125K | 0.08% | 144 |
|
|
2021
Q2 | $466K | Sell |
6,979
-719
| -9% | -$48K | 0.08% | 158 |
|
|
2021
Q1 | $486K | Buy |
+7,698
| New | +$486K | 0.08% | 150 |
|