Moneta Group Investment 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 | $2.01M | Sell |
43,369
-1,867
| -4% | -$86.4K | 0.02% | 223 |
|
|
2025
Q1 | $2.76M | Buy |
45,236
+2,487
| +6% | +$152K | 0.04% | 173 |
|
|
2024
Q4 | $2.42M | Buy |
42,749
+4,435
| +12% | +$251K | 0.03% | 186 |
|
|
2024
Q3 | $1.98M | Buy |
38,314
+1,193
| +3% | +$61.7K | 0.03% | 199 |
|
|
2024
Q2 | $1.54M | Buy |
37,121
+6,075
| +20% | +$252K | 0.02% | 216 |
|
|
2024
Q1 | $1.68M | Buy |
31,046
+13,011
| +72% | +$706K | 0.03% | 205 |
|
|
2023
Q4 | $925K | Sell |
18,035
-2,663
| -13% | -$137K | 0.02% | 250 |
|
|
2023
Q3 | $1.2M | Sell |
20,698
-4,159
| -17% | -$241K | 0.03% | 200 |
|
|
2023
Q2 | $1.59M | Buy |
24,857
+680
| +3% | +$43.5K | 0.04% | 189 |
|
|
2023
Q1 | $1.68M | Buy |
24,177
+8,506
| +54% | +$590K | 0.04% | 179 |
|
|
2022
Q4 | $1.14M | Sell |
15,671
-3,108
| -17% | -$226K | 0.03% | 192 |
|
|
2022
Q3 | $1.34M | Sell |
18,779
-377
| -2% | -$26.8K | 0.05% | 166 |
|
|
2022
Q2 | $1.48M | Buy |
19,156
+2,218
| +13% | +$171K | 0.05% | 172 |
|
|
2022
Q1 | $1.24M | Sell |
16,938
-63
| -0.4% | -$4.6K | 0.05% | 177 |
|
|
2021
Q4 | $1.06M | Sell |
17,001
-2,181
| -11% | -$136K | 0.04% | 194 |
|
|
2021
Q3 | $1.14M | Sell |
19,182
-1,291
| -6% | -$76.4K | 0.05% | 179 |
|
|
2021
Q2 | $1.37M | Buy |
20,473
+1,655
| +9% | +$111K | 0.06% | 166 |
|
|
2021
Q1 | $1.19M | Buy |
18,818
+9,435
| +101% | +$596K | 0.06% | 159 |
|
|
2020
Q4 | $582K | Buy |
9,383
+1,289
| +16% | +$80K | 0.04% | 183 |
|
|
2020
Q3 | $488K | Sell |
8,094
-3,079
| -28% | -$186K | 0.04% | 169 |
|
|
2020
Q2 | $657K | Buy |
11,173
+7,118
| +176% | +$419K | 0.06% | 134 |
|
|
2020
Q1 | $226K | Sell |
4,055
-1,865
| -32% | -$104K | 0.02% | 212 |
|
|
2019
Q4 | $380K | Sell |
5,920
-2,264
| -28% | -$145K | 0.03% | 190 |
|
|
2019
Q3 | $415K | Buy |
8,184
+400
| +5% | +$20.3K | 0.04% | 179 |
|
|
2019
Q2 | $353K | Sell |
7,784
-2,696
| -26% | -$122K | 0.03% | 182 |
|
|
2019
Q1 | $500K | Buy |
10,480
+1,419
| +16% | +$67.7K | 0.05% | 141 |
|
|
2018
Q4 | $471K | Buy |
9,061
+499
| +6% | +$25.9K | 0.06% | 142 |
|
|
2018
Q3 | $532K | Sell |
8,562
-10,370
| -55% | -$644K | 0.05% | 144 |
|
|
2018
Q2 | $1.05M | Buy |
18,932
+9,230
| +95% | +$511K | 0.12% | 105 |
|
|
2018
Q1 | $614K | Buy |
9,702
+5,093
| +111% | +$322K | 0.08% | 106 |
|
|
2017
Q4 | $282K | Buy |
4,609
+481
| +12% | +$29.4K | 0.04% | 155 |
|
|
2017
Q3 | $263K | Sell |
4,128
-2,581
| -38% | -$164K | 0.04% | 169 |
|
|
2017
Q2 | $374K | Buy |
+6,709
| New | +$374K | 0.06% | 144 |
|
|
2017
Q1 | – | Sell |
-7,128
| Closed | -$417K | – | 161 |
|
|
2016
Q4 | $417K | Sell |
7,128
-316
| -4% | -$18.5K | 0.09% | 104 |
|
|
2016
Q3 | $401K | Sell |
7,444
-2,590
| -26% | -$140K | 0.09% | 91 |
|
|
2016
Q2 | $738K | Buy |
10,034
+900
| +10% | +$66.2K | 0.16% | 88 |
|
|
2016
Q1 | $583K | Buy |
9,134
+2,538
| +38% | +$162K | 0.13% | 94 |
|
|
2015
Q4 | $454K | Sell |
6,596
-214
| -3% | -$14.7K | 0.11% | 86 |
|
|
2015
Q3 | $403K | Sell |
6,810
-976
| -13% | -$57.8K | 0.11% | 85 |
|
|
2015
Q2 | $518K | Sell |
7,786
-5,341
| -41% | -$355K | 0.16% | 72 |
|
|
2015
Q1 | $847K | Sell |
13,127
-215
| -2% | -$13.9K | 0.36% | 46 |
|
|
2014
Q4 | $788K | Sell |
13,342
-1,766
| -12% | -$104K | 0.38% | 44 |
|
|
2014
Q3 | $773K | Buy |
15,108
+482
| +3% | +$24.7K | 0.4% | 41 |
|
|
2014
Q2 | $710K | Buy |
14,626
+100
| +0.7% | +$4.85K | 0.38% | 45 |
|
|
2014
Q1 | $755K | Sell |
14,526
-380
| -3% | -$19.8K | 0.45% | 35 |
|
|
2013
Q4 | $792K | Sell |
14,906
-270
| -2% | -$14.3K | 0.48% | 36 |
|
|
2013
Q3 | $702K | Buy |
15,176
+510
| +3% | +$23.6K | 0.46% | 41 |
|
|
2013
Q2 | $655K | Buy |
+14,666
| New | +$655K | 0.46% | 41 |
|