Measured Wealth Private Client 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 | $661K | Sell |
14,288
-5,979
| -30% | -$277K | 0.2% | 77 |
|
|
2025
Q1 | $1.24M | Buy |
20,267
+9,103
| +82% | +$555K | 0.4% | 35 |
|
|
2024
Q4 | $631K | Buy |
11,164
+5,650
| +102% | +$320K | 0.2% | 66 |
|
|
2024
Q3 | $285K | Sell |
5,514
-122
| -2% | -$6.31K | 0.1% | 141 |
|
|
2024
Q2 | $234K | Sell |
5,636
-700
| -11% | -$29.1K | 0.08% | 169 |
|
|
2024
Q1 | $344K | Hold |
6,336
| – | – | 0.12% | 130 |
|
|
2023
Q4 | $325K | Buy |
6,336
+720
| +13% | +$36.9K | 0.12% | 126 |
|
|
2023
Q3 | $326K | Sell |
5,616
-1,430
| -20% | -$83K | 0.13% | 115 |
|
|
2023
Q2 | $451K | Hold |
7,046
| – | – | 0.17% | 99 |
|
|
2023
Q1 | $488K | Hold |
7,046
| – | – | 0.19% | 88 |
|
|
2022
Q4 | $507K | Buy |
7,046
+29
| +0.4% | +$2.09K | 0.21% | 67 |
|
|
2022
Q3 | $499K | Buy |
7,017
+800
| +13% | +$56.9K | 0.22% | 62 |
|
|
2022
Q2 | $479K | Hold |
6,217
| – | – | 0.21% | 71 |
|
|
2022
Q1 | $454K | Hold |
6,217
| – | – | 0.17% | 78 |
|
|
2021
Q4 | $388K | Hold |
6,217
| – | – | 0.14% | 96 |
|
|
2021
Q3 | $368K | Sell |
6,217
-926
| -13% | -$54.8K | 0.14% | 95 |
|
|
2021
Q2 | $477K | Hold |
7,143
| – | – | 0.15% | 86 |
|
|
2021
Q1 | $451K | Buy |
7,143
+16
| +0.2% | +$1.01K | 0.16% | 74 |
|
|
2020
Q4 | $442K | Sell |
7,127
-3,554
| -33% | -$220K | 0.18% | 63 |
|
|
2020
Q3 | $644K | Sell |
10,681
-450
| -4% | -$27.1K | 0.31% | 52 |
|
|
2020
Q2 | $655K | Buy |
11,131
+1,694
| +18% | +$99.7K | 0.38% | 43 |
|
|
2020
Q1 | $526K | Sell |
9,437
-433
| -4% | -$24.1K | 0.41% | 39 |
|
|
2019
Q4 | $634K | Sell |
9,870
-16,149
| -62% | -$1.04M | 0.42% | 31 |
|
|
2019
Q3 | $1.32M | Buy |
26,019
+21,263
| +447% | +$1.08M | 0.85% | 24 |
|
|
2019
Q2 | $216K | Sell |
4,756
-585
| -11% | -$26.6K | 0.12% | 172 |
|
|
2019
Q1 | $255K | Buy |
+5,341
| New | +$255K | 0.16% | 145 |
|
|
2018
Q4 | – | Sell |
-4,207
| Closed | -$259K | – | 175 |
|
|
2018
Q3 | $259K | Buy |
+4,207
| New | +$259K | 0.16% | 124 |
|