Mutual Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Mutual Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.31M	Buy	88,992 +20,095	+29%	+$973K	0.11%	191
2025 Q1	$3.3M	Buy	68,897 +13,504	+24%	+$647K	0.09%	206
2024 Q4	$3.12M	Buy	55,393 +741	+1%	+$41.8K	0.09%	202
2024 Q3	$2.89M	Sell	54,652 -31,402	-36%	-$1.66M	0.08%	213
2024 Q2	$4.21M	Sell	86,054 -13,867	-14%	-$679K	0.13%	159
2024 Q1	$5.42M	Buy	99,921 +24,049	+32%	+$1.3M	0.17%	117
2023 Q4	$3.89M	Buy	75,872 +38,153	+101%	+$1.96M	0.14%	157
2023 Q3	$2.19M	Sell	37,719 -5,721	-13%	-$332K	0.09%	222
2023 Q2	$2.78M	Sell	43,440 -5,236	-11%	-$335K	0.11%	192
2023 Q1	$3.37M	Buy	48,676 +11,897	+32%	+$825K	0.14%	157
2022 Q4	$2.65M	Sell	36,779 -12,562	-25%	-$904K	0.12%	182
2022 Q3	$3.51M	Sell	49,341 -1,669	-3%	-$119K	0.18%	118
2022 Q2	$3.93M	Sell	51,010 -303	-0.6%	-$23.3K	0.26%	88
2022 Q1	$3.75M	Sell	51,313 -1,239	-2%	-$90.5K	0.21%	101
2021 Q4	$3.28M	Buy	52,552 +1,967	+4%	+$123K	0.17%	135
2021 Q3	$2.99M	Buy	50,585 +3,562	+8%	+$211K	0.18%	140
2021 Q2	$3.14M	Sell	47,023 -548	-1%	-$36.6K	0.19%	140
2021 Q1	$3M	Sell	47,571 -2,739	-5%	-$173K	0.21%	117
2020 Q4	$3.12M	Buy	50,310 +4,924	+11%	+$305K	0.23%	95
2020 Q3	$2.74M	Buy	45,386 +1,241	+3%	+$74.8K	0.24%	94
2020 Q2	$2.6M	Buy	44,145 +2,803	+7%	+$165K	0.26%	88
2020 Q1	$2.3M	Buy	41,342 +2,570	+7%	+$143K	0.31%	76
2019 Q4	$2.49M	Buy	38,772 +9,376	+32%	+$602K	0.26%	94
2019 Q3	$1.49M	Buy	29,396 +115	+0.4%	+$5.83K	0.2%	128
2019 Q2	$1.33M	Buy	29,281 +968	+3%	+$43.9K	0.17%	146
2019 Q1	$1.35M	Buy	28,313 +252	+0.9%	+$12K	0.2%	124
2018 Q4	$1.46M	Buy	28,061 +1,123	+4%	+$58.4K	0.29%	82
2018 Q3	$1.67M	Buy	26,938 +4,392	+19%	+$273K	0.25%	96
2018 Q2	$1.25M	Buy	22,546 +1,114	+5%	+$61.7K	0.28%	109
2018 Q1	$1.36M	Buy	21,432 +4,132	+24%	+$261K	0.34%	87
2017 Q4	$1.06M	Buy	+17,300	New	+$1.06M	0.4%	79