MBA 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 | $313K | Buy |
6,766
+776
| +13% | +$35.9K | 0.14% | 103 |
|
|
2025
Q1 | $365K | Buy |
5,990
+120
| +2% | +$7.32K | 0.18% | 97 |
|
|
2024
Q4 | $332K | Sell |
5,870
-969
| -14% | -$54.8K | 0.17% | 98 |
|
|
2024
Q3 | $354K | Buy |
6,839
+684
| +11% | +$35.4K | 0.17% | 96 |
|
|
2024
Q2 | $256K | Sell |
6,155
-1,854
| -23% | -$77K | 0.13% | 113 |
|
|
2024
Q1 | $434K | Buy |
8,009
+18
| +0.2% | +$976 | 0.22% | 82 |
|
|
2023
Q4 | $410K | Sell |
7,991
-3,995
| -33% | -$205K | 0.23% | 83 |
|
|
2023
Q3 | $696K | Sell |
11,986
-140
| -1% | -$8.13K | 0.43% | 55 |
|
|
2023
Q2 | $775K | Buy |
12,126
+6,761
| +126% | +$432K | 0.46% | 51 |
|
|
2023
Q1 | $372K | Sell |
5,365
-50
| -0.9% | -$3.47K | 0.23% | 84 |
|
|
2022
Q4 | $390K | Hold |
5,415
| – | – | 0.25% | 82 |
|
|
2022
Q3 | $385K | Buy |
5,415
+500
| +10% | +$35.5K | 0.28% | 75 |
|
|
2022
Q2 | $378K | Hold |
4,915
| – | – | 0.26% | 79 |
|
|
2022
Q1 | $359K | Hold |
4,915
| – | – | 0.22% | 99 |
|
|
2021
Q4 | $306K | Buy |
+4,915
| New | +$306K | 0.19% | 114 |
|