Mather 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 | – | Sell |
-6,003
| Closed | -$366K | – | 739 |
|
|
2025
Q1 | $366K | Sell |
6,003
-117
| -2% | -$7.14K | ﹤0.01% | 445 |
|
|
2024
Q4 | $346K | Sell |
6,120
-830
| -12% | -$46.9K | ﹤0.01% | 437 |
|
|
2024
Q3 | $360K | Sell |
6,950
-8,813
| -56% | -$456K | ﹤0.01% | 427 |
|
|
2024
Q2 | $855K | Sell |
15,763
-9,899
| -39% | -$537K | 0.01% | 287 |
|
|
2024
Q1 | $1.32M | Sell |
25,662
-59
| -0.2% | -$3.03K | 0.02% | 188 |
|
|
2023
Q4 | $1.32M | Buy |
25,721
+1,696
| +7% | +$87K | 0.02% | 197 |
|
|
2023
Q3 | $1.39M | Sell |
24,025
-1,297
| -5% | -$75.3K | 0.02% | 176 |
|
|
2023
Q2 | $1.62M | Sell |
25,322
-450
| -2% | -$28.8K | 0.03% | 173 |
|
|
2023
Q1 | $1.79M | Buy |
25,772
+15,803
| +159% | +$1.1M | 0.03% | 154 |
|
|
2022
Q4 | $717K | Buy |
9,969
+3,777
| +61% | +$272K | 0.01% | 261 |
|
|
2022
Q3 | $440K | Buy |
6,192
+2,389
| +63% | +$170K | 0.01% | 298 |
|
|
2022
Q2 | $293K | Buy |
+3,803
| New | +$293K | 0.01% | 314 |
|
|
2021
Q3 | – | Sell |
-3,732
| Closed | -$249K | – | 286 |
|
|
2021
Q2 | $249K | Buy |
3,732
+194
| +5% | +$12.9K | 0.01% | 240 |
|
|
2021
Q1 | $223K | Buy |
+3,538
| New | +$223K | 0.01% | 244 |
|