Nicolet Advisory Services’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 | $698K | Sell |
15,779
-941
| -6% | -$41.6K | 0.06% | 171 |
|
|
2025
Q1 | $844K | Buy |
16,720
+1,290
| +8% | +$65.1K | 0.08% | 133 |
|
|
2024
Q4 | $861K | Sell |
15,430
-537
| -3% | -$30K | 0.08% | 132 |
|
|
2024
Q3 | $865K | Buy |
15,967
+549
| +4% | +$29.8K | 0.08% | 131 |
|
|
2024
Q2 | $634K | Buy |
15,418
+2,818
| +22% | +$116K | 0.06% | 156 |
|
|
2024
Q1 | $650K | Buy |
12,600
+4,844
| +62% | +$250K | 0.07% | 139 |
|
|
2023
Q4 | $405K | Sell |
7,756
-4,901
| -39% | -$256K | 0.04% | 192 |
|
|
2023
Q3 | $718K | Buy |
12,657
+4,573
| +57% | +$259K | 0.08% | 124 |
|
|
2023
Q2 | $513K | Buy |
8,084
+695
| +9% | +$44.1K | 0.06% | 154 |
|
|
2023
Q1 | $523K | Buy |
7,389
+1,241
| +20% | +$87.8K | 0.06% | 145 |
|
|
2022
Q4 | $442K | Buy |
6,148
+1,708
| +38% | +$123K | 0.06% | 137 |
|
|
2022
Q3 | $304K | Buy |
4,440
+954
| +27% | +$65.3K | 0.05% | 136 |
|
|
2022
Q2 | $262K | Buy |
3,486
+151
| +5% | +$11.3K | 0.04% | 146 |
|
|
2022
Q1 | $259K | Buy |
+3,335
| New | +$259K | 0.03% | 165 |
|
|
2021
Q4 | – | Sell |
-4,795
| Closed | -$286K | – | 212 |
|
|
2021
Q3 | $286K | Buy |
4,795
+695
| +17% | +$41.5K | 0.04% | 156 |
|
|
2021
Q2 | $274K | Buy |
+4,100
| New | +$274K | 0.04% | 152 |
|
|
2020
Q3 | – | Sell |
-5,775
| Closed | -$340K | – | 180 |
|
|
2020
Q2 | $340K | Buy |
5,775
+100
| +2% | +$5.89K | 0.05% | 140 |
|
|
2020
Q1 | $316K | Buy |
+5,675
| New | +$316K | 0.06% | 134 |
|