Meridian Wealth Management’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
$2.33M Sell
50,339
-160
-0.3% -$7.42K 0.1% 181
2025
Q1
$3.08M Sell
50,499
-750
-1% -$45.7K 0.15% 147
2024
Q4
$2.9M Sell
51,249
-581
-1% -$32.9K 0.14% 152
2024
Q3
$2.68M Buy
+51,830
New +$2.68M 0.13% 158
2024
Q2
Sell
-59,584
Closed -$3.23M 316
2024
Q1
$3.23M Buy
59,584
+28
+0% +$1.52K 0.54% 37
2023
Q4
$3.06M Sell
59,556
-59,142
-50% -$3.04M 0.2% 120
2023
Q3
$6.89M Buy
118,698
+55,046
+86% +$3.2M 0.42% 49
2023
Q2
$4.07M Buy
63,652
+71
+0.1% +$4.54K 0.34% 63
2023
Q1
$4.41M Sell
63,581
-2,624
-4% -$182K 0.38% 55
2022
Q4
$4.76M Sell
66,205
-402
-0.6% -$28.9K 0.47% 43
2022
Q3
$4.74M Sell
66,607
-1,254
-2% -$89.1K 0.51% 36
2022
Q2
$5.23M Buy
67,861
+9,511
+16% +$732K 0.43% 52
2022
Q1
$4.26M Sell
58,350
-1,098
-2% -$80.2K 0.47% 41
2021
Q4
$3.71M Sell
59,448
-477
-0.8% -$29.7K 0.4% 51
2021
Q3
$3.55M Buy
59,925
+700
+1% +$41.4K 0.44% 43
2021
Q2
$3.96M Sell
59,225
-3,171
-5% -$212K 0.5% 38
2021
Q1
$3.94M Buy
62,396
+2,751
+5% +$174K 0.57% 35
2020
Q4
$3.7M Buy
59,645
+42,307
+244% +$2.62M 0.59% 33
2020
Q3
$1.05M Buy
17,338
+1,832
+12% +$110K 0.26% 78
2020
Q2
$911K Sell
15,506
-3,588
-19% -$211K 0.3% 73
2020
Q1
$1.06M Buy
19,094
+3,079
+19% +$172K 0.47% 45
2019
Q4
$1.03M Buy
16,015
+6,826
+74% +$438K 0.49% 41
2019
Q3
$466K Sell
9,189
-207
-2% -$10.5K 0.22% 90
2019
Q2
$4.26K Sell
9,396
-7,959
-46% -$3.61K 0.17% 99
2019
Q1
$828K Sell
17,355
-4,365
-20% -$208K 0.38% 53
2018
Q4
$1.13M Buy
21,720
+9,341
+75% +$486K 0.66% 31
2018
Q3
$769K Sell
12,379
-636
-5% -$39.5K 0.33% 52
2018
Q2
$720K Sell
13,015
-576
-4% -$31.9K 0.34% 56
2018
Q1
$860K Sell
13,591
-1,822
-12% -$115K 0.43% 45
2017
Q4
$980K Buy
15,413
+2
+0% +$127 0.6% 34
2017
Q3
$983K Sell
15,411
-357
-2% -$22.8K 0.62% 31
2017
Q2
$879K Buy
15,768
+331
+2% +$18.5K 0.56% 33
2017
Q1
$839K Buy
+15,437
New +$839K 0.5% 46