McClarren Financial 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
Q1 | – | Sell |
-1,674
| Closed | -$94K | – | 283 |
|
|
2024
Q4 | $94K | Buy |
+1,674
| New | +$94K | 0.26% | 57 |
|
|
2024
Q3 | – | Sell |
-83
| Closed | -$69K | – | 245 |
|
|
2024
Q2 | $69K | Sell |
83
-1,582
| -95% | -$1.32M | 0.05% | 126 |
|
|
2024
Q1 | $91K | Sell |
1,665
-214
| -11% | -$11.7K | 0.07% | 108 |
|
|
2023
Q4 | $96K | Buy |
1,879
+1,582
| +533% | +$80.8K | 0.07% | 114 |
|
|
2023
Q3 | $17K | Buy |
297
+3
| +1% | +$172 | 0.01% | 228 |
|
|
2023
Q2 | $18K | Sell |
294
-302
| -51% | -$18.5K | 0.01% | 225 |
|
|
2023
Q1 | $40K | Buy |
596
+4
| +0.7% | +$268 | 0.04% | 159 |
|
|
2022
Q4 | $42K | Buy |
592
+4
| +0.7% | +$284 | 0.04% | 160 |
|
|
2022
Q3 | $41K | Buy |
+588
| New | +$41K | 0.04% | 149 |
|
|
2022
Q2 | – | Sell |
-283
| Closed | -$20K | – | 55 |
|
|
2022
Q1 | $20K | Buy |
283
+1
| +0.4% | +$71 | 0.01% | 176 |
|
|
2021
Q4 | $18K | Buy |
282
+3
| +1% | +$191 | 0.01% | 196 |
|
|
2021
Q3 | $16K | Sell |
279
-194
| -41% | -$11.1K | 0.01% | 179 |
|
|
2021
Q2 | $31K | Buy |
473
+241
| +104% | +$15.8K | 0.03% | 149 |
|
|
2021
Q1 | $15K | Buy |
232
+1
| +0.4% | +$65 | 0.01% | 172 |
|
|
2020
Q4 | $14K | Buy |
+231
| New | +$14K | 0.01% | 153 |
|