Merit Financial 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
$1.92M Sell
41,435
-10,166
-20% -$471K 0.02% 537
2025
Q1
$3.15M Buy
51,601
+9,166
+22% +$559K 0.05% 311
2024
Q4
$2.4M Buy
42,435
+10,796
+34% +$611K 0.04% 320
2024
Q3
$1.64M Buy
31,639
+11,737
+59% +$607K 0.04% 305
2024
Q2
$827K Sell
19,902
-19,110
-49% -$794K 0.02% 462
2024
Q1
$1.72M Buy
39,012
+18,988
+95% +$835K 0.04% 283
2023
Q4
$1.03M Sell
20,024
-25,473
-56% -$1.31M 0.03% 306
2023
Q3
$2.64M Sell
45,497
-949
-2% -$55.1K 0.09% 180
2023
Q2
$2.97M Sell
46,446
-242
-0.5% -$15.5K 0.1% 165
2023
Q1
$3.24M Sell
46,688
-6,022
-11% -$417K 0.12% 130
2022
Q4
$3.79M Buy
52,710
+22,285
+73% +$1.6M 0.14% 113
2022
Q3
$2.16M Sell
30,425
-11,720
-28% -$833K 0.09% 148
2022
Q2
$3.25M Buy
42,145
+35,493
+534% +$2.73M 0.1% 128
2022
Q1
$486K Sell
6,652
-8,782
-57% -$642K 0.03% 240
2021
Q4
$962K Sell
15,434
-76
-0.5% -$4.74K 0.09% 102
2021
Q3
$918K Buy
15,510
+88
+0.6% +$5.21K 0.1% 106
2021
Q2
$1.03M Sell
15,422
-1,210
-7% -$80.9K 0.1% 95
2021
Q1
$1.05M Buy
16,632
+9,617
+137% +$607K 0.11% 91
2020
Q4
$435K Buy
7,015
+898
+15% +$55.7K 0.04% 147
2020
Q3
$369K Sell
6,117
-516
-8% -$31.1K 0.03% 166
2020
Q2
$390K Buy
6,633
+1,071
+19% +$63K 0.04% 151
2020
Q1
$310K Buy
5,562
+1,684
+43% +$93.9K 0.03% 161
2019
Q4
$249K Buy
+3,878
New +$249K 0.02% 205