Mission 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 | $1.51M | Sell |
32,676
-1,127
| -3% | -$52.2K | 0.03% | 234 |
|
|
2025
Q1 | $2.06M | Buy |
33,803
+1,472
| +5% | +$89.8K | 0.05% | 184 |
|
|
2024
Q4 | $1.83M | Sell |
32,331
-811
| -2% | -$45.9K | 0.04% | 186 |
|
|
2024
Q3 | $1.71M | Buy |
33,142
+10,804
| +48% | +$559K | 0.04% | 186 |
|
|
2024
Q2 | $928K | Sell |
22,338
-21
| -0.1% | -$872 | 0.02% | 270 |
|
|
2024
Q1 | $1.21M | Buy |
22,359
+1,903
| +9% | +$103K | 0.03% | 241 |
|
|
2023
Q4 | $1.05M | Sell |
20,456
-466
| -2% | -$23.9K | 0.03% | 222 |
|
|
2023
Q3 | $1.21M | Sell |
20,922
-1,589
| -7% | -$92.2K | 0.05% | 186 |
|
|
2023
Q2 | $1.44M | Sell |
22,511
-611
| -3% | -$39.1K | 0.05% | 166 |
|
|
2023
Q1 | $1.6M | Sell |
23,122
-226
| -1% | -$15.7K | 0.07% | 148 |
|
|
2022
Q4 | $1.68M | Buy |
23,348
+102
| +0.4% | +$7.34K | 0.08% | 128 |
|
|
2022
Q3 | $1.65M | Buy |
23,246
+1,500
| +7% | +$107K | 0.09% | 118 |
|
|
2022
Q2 | $1.67M | Buy |
21,746
+1,346
| +7% | +$104K | 0.09% | 120 |
|
|
2022
Q1 | $1.49M | Sell |
20,400
-289
| -1% | -$21.1K | 0.07% | 132 |
|
|
2021
Q4 | $1.29M | Buy |
20,689
+62
| +0.3% | +$3.87K | 0.06% | 155 |
|
|
2021
Q3 | $1.22M | Sell |
20,627
-3,436
| -14% | -$203K | 0.06% | 150 |
|
|
2021
Q2 | $1.61M | Sell |
24,063
-2,183
| -8% | -$146K | 0.09% | 114 |
|
|
2021
Q1 | $1.66M | Buy |
26,246
+4,268
| +19% | +$269K | 0.1% | 100 |
|
|
2020
Q4 | $1.36M | Buy |
21,978
+2,037
| +10% | +$126K | 0.09% | 111 |
|
|
2020
Q3 | $1.2M | Buy |
19,941
+5,812
| +41% | +$350K | 0.09% | 105 |
|
|
2020
Q2 | $831K | Buy |
14,129
+3,200
| +29% | +$188K | 0.07% | 130 |
|
|
2020
Q1 | $609K | Sell |
10,929
-2,142
| -16% | -$119K | 0.07% | 134 |
|
|
2019
Q4 | $839K | Buy |
13,071
+517
| +4% | +$33.2K | 0.08% | 129 |
|
|
2019
Q3 | $637K | Sell |
12,554
-228
| -2% | -$11.6K | 0.07% | 144 |
|
|
2019
Q2 | $580K | Buy |
12,782
+1,872
| +17% | +$84.9K | 0.07% | 154 |
|
|
2019
Q1 | $521K | Buy |
10,910
+1,205
| +12% | +$57.5K | 0.06% | 160 |
|
|
2018
Q4 | $504K | Buy |
9,705
+2,278
| +31% | +$118K | 0.07% | 143 |
|
|
2018
Q3 | $461K | Sell |
7,427
-12,727
| -63% | -$790K | 0.06% | 163 |
|
|
2018
Q2 | $1.12M | Buy |
20,154
+3,525
| +21% | +$195K | 0.16% | 78 |
|
|
2018
Q1 | $1.05M | Sell |
16,629
-578
| -3% | -$36.6K | 0.17% | 72 |
|
|
2017
Q4 | $1.05M | Sell |
17,207
-739
| -4% | -$45.3K | 0.18% | 62 |
|
|
2017
Q3 | $1.14M | Buy |
17,946
+52
| +0.3% | +$3.32K | 0.21% | 56 |
|
|
2017
Q2 | $997K | Buy |
17,894
+602
| +3% | +$33.5K | 0.19% | 61 |
|
|
2017
Q1 | $940K | Sell |
17,292
-217
| -1% | -$11.8K | 0.18% | 63 |
|
|
2016
Q4 | $1.02M | Buy |
17,509
+252
| +1% | +$14.7K | 0.2% | 57 |
|
|
2016
Q3 | $930K | Sell |
17,257
-80
| -0.5% | -$4.31K | 0.22% | 54 |
|
|
2016
Q2 | $1.28M | Buy |
17,337
+587
| +4% | +$43.2K | 0.34% | 33 |
|
|
2016
Q1 | $1.07M | Sell |
16,750
-844
| -5% | -$53.9K | 0.29% | 44 |
|
|
2015
Q4 | $1.21M | Buy |
17,594
+206
| +1% | +$14.2K | 0.34% | 32 |
|
|
2015
Q3 | $1.03M | Buy |
17,388
+190
| +1% | +$11.2K | 0.31% | 32 |
|
|
2015
Q2 | $1.11M | Buy |
+17,198
| New | +$1.11M | 0.38% | 33 |
|