McAdam LLC’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 | $259K | Buy |
5,601
+63
| +1% | +$2.92K | 0.01% | 319 |
|
|
2025
Q1 | $338K | Sell |
5,538
-4,103
| -43% | -$250K | 0.02% | 245 |
|
|
2024
Q4 | $545K | Buy |
9,641
+4,426
| +85% | +$250K | 0.03% | 195 |
|
|
2024
Q3 | $270K | Buy |
+5,215
| New | +$270K | 0.02% | 278 |
|
|
2024
Q2 | – | Sell |
-4,722
| Closed | -$256K | – | 323 |
|
|
2024
Q1 | $256K | Sell |
4,722
-169
| -3% | -$9.16K | 0.02% | 252 |
|
|
2023
Q4 | $251K | Sell |
4,891
-325
| -6% | -$16.7K | 0.02% | 235 |
|
|
2023
Q3 | $303K | Buy |
5,216
+173
| +3% | +$10K | 0.02% | 201 |
|
|
2023
Q2 | $322K | Buy |
5,043
+19
| +0.4% | +$1.22K | 0.03% | 198 |
|
|
2023
Q1 | $348K | Sell |
5,024
-2,011
| -29% | -$139K | 0.03% | 181 |
|
|
2022
Q4 | $439K | Buy |
7,035
+622
| +10% | +$38.8K | 0.04% | 112 |
|
|
2022
Q3 | $456K | Sell |
6,413
-348
| -5% | -$24.7K | 0.05% | 133 |
|
|
2022
Q2 | $521K | Sell |
6,761
-237
| -3% | -$18.3K | 0.06% | 132 |
|
|
2022
Q1 | $511K | Sell |
6,998
-37
| -0.5% | -$2.7K | 0.05% | 108 |
|
|
2021
Q4 | $439K | Buy |
7,035
+136
| +2% | +$8.49K | 0.04% | 112 |
|
|
2021
Q3 | $408K | Sell |
6,899
-16
| -0.2% | -$946 | 0.05% | 110 |
|
|
2021
Q2 | $471K | Buy |
6,915
+263
| +4% | +$17.9K | 0.05% | 101 |
|
|
2021
Q1 | $420K | Buy |
6,652
+666
| +11% | +$42.1K | 0.06% | 98 |
|
|
2020
Q4 | $389K | Buy |
5,986
+603
| +11% | +$39.2K | 0.06% | 101 |
|
|
2020
Q3 | $325K | Sell |
5,383
-69
| -1% | -$4.17K | 0.06% | 88 |
|
|
2020
Q2 | $321K | Buy |
5,452
+71
| +1% | +$4.18K | 0.07% | 81 |
|
|
2020
Q1 | $300K | Buy |
5,381
+1
| +0% | +$56 | 0.08% | 70 |
|
|
2019
Q4 | $345K | Buy |
+5,380
| New | +$345K | 0.08% | 57 |
|
|
2018
Q4 | – | Sell |
-364
| Closed | -$23K | – | 123 |
|
|
2018
Q3 | $23K | Buy |
364
+1
| +0.3% | +$63 | 0.01% | 237 |
|
|
2018
Q2 | $20K | Buy |
363
+50
| +16% | +$2.76K | 0.01% | 241 |
|
|
2018
Q1 | $20K | Buy |
+313
| New | +$20K | 0.01% | 240 |
|