Meridian Financial Partners’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 | – | Sell |
-3,465
| Closed | -$211K | – | 106 |
|
|
2025
Q1 | $211K | Buy |
+3,465
| New | +$211K | 0.11% | 102 |
|
|
2022
Q3 | – | Sell |
-2,862
| Closed | -$214K | – | 47 |
|
|
2022
Q2 | $214K | Buy |
+2,862
| New | +$214K | 0.15% | 85 |
|
|
2021
Q1 | – | Sell |
-10,059
| Closed | -$666K | – | 71 |
|
|
2020
Q4 | $666K | Sell |
10,059
-401
| -4% | -$26.6K | 0.51% | 39 |
|
|
2020
Q3 | $624K | Buy |
10,460
+18
| +0.2% | +$1.07K | 0.53% | 37 |
|
|
2020
Q2 | $604K | Buy |
10,442
+3,508
| +51% | +$203K | 0.55% | 36 |
|
|
2020
Q1 | $420K | Buy |
6,934
+382
| +6% | +$23.1K | 0.45% | 44 |
|
|
2019
Q4 | $418K | Sell |
6,552
-219
| -3% | -$14K | 0.42% | 42 |
|
|
2019
Q3 | $333K | Buy |
6,771
+571
| +9% | +$28.1K | 0.37% | 44 |
|
|
2019
Q2 | $285K | Buy |
6,200
+639
| +11% | +$29.4K | 0.32% | 46 |
|
|
2019
Q1 | $255K | Buy |
5,561
+176
| +3% | +$8.07K | 0.29% | 47 |
|
|
2018
Q4 | $280K | Buy |
+5,385
| New | +$280K | 0.38% | 43 |
|