MRA Advisory 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
Q1 | – | Sell |
-3,964
| Closed | -$224K | – | 133 |
|
|
2024
Q4 | $224K | Sell |
3,964
-621
| -14% | -$35.1K | 0.12% | 95 |
|
|
2024
Q3 | $237K | Sell |
4,585
-1,303
| -22% | -$67.4K | 0.13% | 88 |
|
|
2024
Q2 | $245K | Buy |
+5,888
| New | +$245K | 0.14% | 84 |
|
|
2023
Q3 | – | Sell |
-4,704
| Closed | -$301K | – | 121 |
|
|
2023
Q2 | $301K | Buy |
4,704
+15
| +0.3% | +$959 | 0.21% | 83 |
|
|
2023
Q1 | $325K | Buy |
4,689
+1,723
| +58% | +$119K | 0.23% | 72 |
|
|
2022
Q4 | $213K | Buy |
+2,966
| New | +$213K | 0.17% | 93 |
|
|
2021
Q3 | – | Sell |
-7,407
| Closed | -$495K | – | 126 |
|
|
2021
Q2 | $495K | Sell |
7,407
-558
| -7% | -$37.3K | 0.42% | 49 |
|
|
2021
Q1 | $503K | Buy |
7,965
+898
| +13% | +$56.7K | 0.47% | 48 |
|
|
2020
Q4 | $438K | Buy |
+7,067
| New | +$438K | 0.43% | 55 |
|