OneDigital 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 | $1.57M | Sell |
34,024
-7,261
| -18% | -$336K | 0.02% | 499 |
|
|
2025
Q1 | $2.52M | Sell |
41,285
-2,190
| -5% | -$134K | 0.03% | 350 |
|
|
2024
Q4 | $2.46M | Sell |
43,475
-4,490
| -9% | -$254K | 0.03% | 369 |
|
|
2024
Q3 | $2.48M | Sell |
47,965
-1,731
| -3% | -$89.6K | 0.03% | 382 |
|
|
2024
Q2 | $2.06M | Buy |
49,696
+13,015
| +35% | +$541K | 0.03% | 415 |
|
|
2024
Q1 | $1.99M | Sell |
36,681
-8,608
| -19% | -$467K | 0.03% | 339 |
|
|
2023
Q4 | $2.32M | Sell |
45,289
-364
| -0.8% | -$18.7K | 0.04% | 285 |
|
|
2023
Q3 | $2.65M | Buy |
45,653
+1,096
| +2% | +$63.6K | 0.06% | 228 |
|
|
2023
Q2 | $2.85M | Sell |
44,557
-6,192
| -12% | -$396K | 0.06% | 216 |
|
|
2023
Q1 | $3.52M | Buy |
50,749
+4,929
| +11% | +$342K | 0.08% | 180 |
|
|
2022
Q4 | $3.3M | Buy |
45,820
+5,983
| +15% | +$430K | 0.1% | 176 |
|
|
2022
Q3 | $2.83M | Sell |
39,837
-3,772
| -9% | -$268K | 0.11% | 145 |
|
|
2022
Q2 | $3.36M | Buy |
43,609
+10,269
| +31% | +$791K | 0.14% | 102 |
|
|
2022
Q1 | $2.44M | Sell |
33,340
-2,035
| -6% | -$149K | 0.09% | 147 |
|
|
2021
Q4 | $2.21M | Buy |
35,375
+9,305
| +36% | +$580K | 0.08% | 148 |
|
|
2021
Q3 | $1.54M | Buy |
26,070
+22
| +0.1% | +$1.3K | 0.06% | 189 |
|
|
2021
Q2 | $1.74M | Buy |
26,048
+334
| +1% | +$22.3K | 0.07% | 177 |
|
|
2021
Q1 | $1.62M | Buy |
25,714
+2,190
| +9% | +$138K | 0.08% | 179 |
|
|
2020
Q4 | $1.46M | Buy |
23,524
+1,236
| +6% | +$76.7K | 0.08% | 182 |
|
|
2020
Q3 | $1.34M | Sell |
22,288
-2,096
| -9% | -$126K | 0.09% | 167 |
|
|
2020
Q2 | $1.43M | Buy |
24,384
+512
| +2% | +$30.1K | 0.1% | 167 |
|
|
2020
Q1 | $1.33M | Buy |
23,872
+504
| +2% | +$28.1K | 0.12% | 165 |
|
|
2019
Q4 | $1.5M | Buy |
23,368
+983
| +4% | +$63.1K | 0.12% | 152 |
|
|
2019
Q3 | $1.14M | Sell |
22,385
-5,060
| -18% | -$257K | 0.1% | 164 |
|
|
2019
Q2 | $1.24M | Buy |
27,445
+20,891
| +319% | +$947K | 0.1% | 126 |
|
|
2019
Q1 | $313K | Sell |
6,554
-120
| -2% | -$5.73K | 0.05% | 222 |
|
|
2018
Q4 | $347K | Sell |
6,674
-2,295
| -26% | -$119K | 0.06% | 200 |
|
|
2018
Q3 | $557K | Buy |
8,969
+2,816
| +46% | +$175K | 0.13% | 100 |
|
|
2018
Q2 | $340K | Buy |
6,153
+403
| +7% | +$22.3K | 0.07% | 157 |
|
|
2018
Q1 | $364K | Sell |
5,750
-13
| -0.2% | -$823 | 0.08% | 163 |
|
|
2017
Q4 | $353K | Buy |
5,763
+4
| +0.1% | +$245 | 0.04% | 165 |
|
|
2017
Q3 | $367K | Sell |
5,759
-1,892
| -25% | -$121K | 0.13% | 96 |
|
|
2017
Q2 | $427K | Buy |
+7,651
| New | +$427K | 0.13% | 123 |
|