MONECO Advisors’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 | $777K | Sell |
16,784
-470
| -3% | -$21.8K | 0.07% | 222 |
|
|
2025
Q1 | $1.05M | Buy |
17,254
+431
| +3% | +$26.3K | 0.11% | 173 |
|
|
2024
Q4 | $952K | Buy |
16,823
+8,311
| +98% | +$470K | 0.1% | 186 |
|
|
2024
Q3 | $440K | Sell |
8,512
-4,181
| -33% | -$216K | 0.05% | 280 |
|
|
2024
Q2 | $527K | Buy |
12,693
+2,962
| +30% | +$123K | 0.08% | 228 |
|
|
2024
Q1 | $528K | Buy |
9,731
+22
| +0.2% | +$1.19K | 0.08% | 231 |
|
|
2023
Q4 | $498K | Buy |
9,709
+2,494
| +35% | +$128K | 0.09% | 216 |
|
|
2023
Q3 | $419K | Sell |
7,215
-394
| -5% | -$22.9K | 0.11% | 206 |
|
|
2023
Q2 | $487K | Buy |
7,609
+402
| +6% | +$25.7K | 0.13% | 178 |
|
|
2023
Q1 | $500K | Buy |
7,207
+2,119
| +42% | +$147K | 0.15% | 161 |
|
|
2022
Q4 | $366K | Buy |
5,088
+6
| +0.1% | +$432 | 0.13% | 169 |
|
|
2022
Q3 | $361K | Sell |
5,082
-236
| -4% | -$16.8K | 0.14% | 157 |
|
|
2022
Q2 | $409K | Buy |
5,318
+388
| +8% | +$29.8K | 0.16% | 141 |
|
|
2022
Q1 | $360K | Sell |
4,930
-113
| -2% | -$8.25K | 0.13% | 154 |
|
|
2021
Q4 | $323K | Sell |
5,043
-284
| -5% | -$18.2K | 0.12% | 172 |
|
|
2021
Q3 | $315K | Sell |
5,327
-556
| -9% | -$32.9K | 0.12% | 179 |
|
|
2021
Q2 | $393K | Buy |
5,883
+243
| +4% | +$16.2K | 0.18% | 128 |
|
|
2021
Q1 | $356K | Buy |
5,640
+1,973
| +54% | +$125K | 0.17% | 133 |
|
|
2020
Q4 | $237K | Sell |
3,667
-100
| -3% | -$6.46K | 0.13% | 145 |
|
|
2020
Q3 | $227K | Buy |
+3,767
| New | +$227K | 0.14% | 134 |
|
|
2020
Q1 | – | Sell |
-3,854
| Closed | -$257K | – | 120 |
|
|
2019
Q4 | $257K | Buy |
+3,854
| New | +$257K | 0.18% | 123 |
|