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Mayflower Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
8,438
-7,496
-47% -$347K 0.05% 272
2025
Q1
$972K Buy
15,934
+4,252
+36% +$259K 0.15% 148
2024
Q4
$661K Buy
11,682
+3,216
+38% +$182K 0.1% 187
2024
Q3
$438K Buy
8,466
+192
+2% +$9.93K 0.07% 242
2024
Q2
$344K Sell
8,274
-1,149
-12% -$47.7K 0.06% 264
2024
Q1
$511K Sell
9,423
-203,960
-96% -$11.1M 0.09% 209
2023
Q4
$10.9M Sell
213,383
-1,477
-0.7% -$75.8K 1.51% 13
2023
Q3
$12.5M Sell
214,860
-48
-0% -$2.79K 1.87% 13
2023
Q2
$13.7M Sell
214,908
-222
-0.1% -$14.2K 1.78% 11
2023
Q1
$14.9M Sell
215,130
-1,238
-0.6% -$85.8K 1.96% 11
2022
Q4
$15.6M Sell
216,368
-9,819
-4% -$706K 2.16% 8
2022
Q3
$16.1M Buy
226,187
+165
+0.1% +$11.7K 2.59% 6
2022
Q2
$17.4M Sell
226,022
-99
-0% -$7.62K 2.67% 5
2022
Q1
$16.5M Buy
226,121
+726
+0.3% +$53K 2.22% 9
2021
Q4
$14.1M Sell
225,395
-203
-0.1% -$12.7K 1.87% 9
2021
Q3
$13M Buy
225,598
+48
+0% +$2.76K 1.75% 12
2021
Q2
$15.1M Buy
225,550
+11,690
+5% +$781K 2.07% 9
2021
Q1
$13.5M Buy
213,860
+315
+0.1% +$19.9K 2% 11
2020
Q4
$13.2M Buy
+213,545
New +$13.2M 2.29% 10