NewEdge Wealth’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 | $950K | Sell |
20,953
-5,562
| -21% | -$252K | 0.01% | 545 |
|
|
2025
Q1 | $1.62M | Buy |
26,515
+72
| +0.3% | +$4.39K | 0.03% | 394 |
|
|
2024
Q4 | $1.5M | Buy |
26,443
+5,073
| +24% | +$287K | 0.03% | 415 |
|
|
2024
Q3 | $1.11M | Sell |
21,370
-296,465
| -93% | -$15.3M | 0.02% | 454 |
|
|
2024
Q2 | $13.2M | Sell |
317,835
-10,783
| -3% | -$448K | 0.29% | 94 |
|
|
2024
Q1 | $14.4M | Buy |
328,618
+37,979
| +13% | +$1.66M | 0.32% | 84 |
|
|
2023
Q4 | $14.9M | Buy |
290,639
+273,220
| +1,569% | +$14M | 0.38% | 76 |
|
|
2023
Q3 | $1.01M | Sell |
17,419
-663
| -4% | -$38.5K | 0.03% | 356 |
|
|
2023
Q2 | $1.16M | Sell |
18,082
-5,708
| -24% | -$365K | 0.04% | 329 |
|
|
2023
Q1 | $1.65M | Buy |
23,790
+7,158
| +43% | +$496K | 0.06% | 255 |
|
|
2022
Q4 | $1.2M | Buy |
16,632
+1,515
| +10% | +$109K | 0.05% | 271 |
|
|
2022
Q3 | $1.08M | Sell |
15,117
-2,837
| -16% | -$202K | 0.05% | 269 |
|
|
2022
Q2 | $1.38M | Buy |
+17,954
| New | +$1.38M | 0.06% | 241 |
|