Operose 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 | $23.1K | Hold |
500
| – | – | 0.01% | 288 |
|
|
2025
Q1 | $30.5K | Sell |
500
-181
| -27% | -$11K | 0.01% | 250 |
|
|
2024
Q4 | $38.5K | Sell |
681
-1,936
| -74% | -$109K | 0.01% | 228 |
|
|
2024
Q3 | $135K | Sell |
2,617
-195
| -7% | -$10.1K | 0.04% | 174 |
|
|
2024
Q2 | $117K | Sell |
2,812
-4,425
| -61% | -$184K | 0.04% | 177 |
|
|
2024
Q1 | $392K | Buy |
7,237
+6,125
| +551% | +$332K | 0.13% | 105 |
|
|
2023
Q4 | $57.1K | Sell |
1,112
-584
| -34% | -$30K | 0.02% | 210 |
|
|
2023
Q3 | $98.4K | Buy |
1,696
+612
| +56% | +$35.5K | 0.04% | 213 |
|
|
2023
Q2 | $69.3K | Sell |
1,084
-187
| -15% | -$12K | 0.03% | 146 |
|
|
2023
Q1 | $88.1K | Sell |
1,271
-400
| -24% | -$27.7K | 0.04% | 123 |
|
|
2022
Q4 | $120K | Buy |
1,671
+225
| +16% | +$16.2K | 0.06% | 103 |
|
|
2022
Q3 | $103K | Buy |
1,446
+187
| +15% | +$13.3K | 0.07% | 95 |
|
|
2022
Q2 | $97K | Hold |
1,259
| – | – | 0.07% | 99 |
|
|
2022
Q1 | $92K | Hold |
1,259
| – | – | 0.06% | 111 |
|
|
2021
Q4 | $78K | Buy |
+1,259
| New | +$78K | 0.06% | 107 |
|