Optimum 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 | $734K | Hold |
15,846
| – | – | 0.32% | 69 |
|
|
2025
Q1 | $966K | Sell |
15,846
-79
| -0.5% | -$4.82K | 0.46% | 47 |
|
|
2024
Q4 | $901K | Hold |
15,925
| – | – | 0.4% | 56 |
|
|
2024
Q3 | $824K | Hold |
15,925
| – | – | 0.36% | 58 |
|
|
2024
Q2 | $661K | Sell |
15,925
-438
| -3% | -$18.2K | 0.3% | 73 |
|
|
2024
Q1 | $887K | Sell |
16,363
-648
| -4% | -$35.1K | 0.41% | 61 |
|
|
2023
Q4 | $873K | Sell |
17,011
-2,398
| -12% | -$123K | 0.44% | 53 |
|
|
2023
Q3 | $1.13M | Sell |
19,409
-1,257
| -6% | -$73K | 0.58% | 34 |
|
|
2023
Q2 | $1.32M | Buy |
20,666
+1,302
| +7% | +$83.3K | 0.65% | 27 |
|
|
2023
Q1 | $1.34M | Sell |
19,364
-1,315
| -6% | -$91.1K | 0.7% | 26 |
|
|
2022
Q4 | $1.49M | Sell |
20,679
-1,424
| -6% | -$102K | 0.81% | 23 |
|
|
2022
Q3 | $1.57M | Sell |
22,103
-169
| -0.8% | -$12K | 0.84% | 20 |
|
|
2022
Q2 | $1.72M | Sell |
22,272
-990
| -4% | -$76.2K | 0.86% | 19 |
|
|
2022
Q1 | $1.7M | Sell |
23,262
-400
| -2% | -$29.2K | 0.72% | 27 |
|
|
2021
Q4 | $1.48M | Sell |
23,662
-2,393
| -9% | -$149K | 0.57% | 36 |
|
|
2021
Q3 | $1.54M | Sell |
26,055
-11,723
| -31% | -$694K | 0.65% | 32 |
|
|
2021
Q2 | $2.52M | Sell |
37,778
-3,487
| -8% | -$233K | 0.79% | 27 |
|
|
2021
Q1 | $2.61M | Sell |
41,265
-1,600
| -4% | -$101K | 0.76% | 28 |
|
|
2020
Q4 | $2.66M | Sell |
42,865
-1,700
| -4% | -$105K | 0.81% | 27 |
|
|
2020
Q3 | $2.69M | Sell |
44,565
-5,725
| -11% | -$345K | 0.9% | 20 |
|
|
2020
Q2 | $2.96M | Buy |
50,290
+400
| +0.8% | +$23.5K | 1.03% | 17 |
|
|
2020
Q1 | $2.78M | Sell |
49,890
-2,619
| -5% | -$146K | 1.14% | 16 |
|
|
2019
Q4 | $3.37M | Buy |
52,509
+2,925
| +6% | +$188K | 1% | 18 |
|
|
2019
Q3 | $2.51M | Buy |
49,584
+1,250
| +3% | +$63.4K | 0.79% | 25 |
|
|
2019
Q2 | $2.19M | Sell |
48,334
-3,515
| -7% | -$159K | 0.71% | 26 |
|
|
2019
Q1 | $2.47M | Sell |
51,849
-1,600
| -3% | -$76.3K | 0.81% | 25 |
|
|
2018
Q4 | $2.78M | Sell |
53,449
-1,530
| -3% | -$79.5K | 0.96% | 23 |
|
|
2018
Q3 | $3.41M | Sell |
54,979
-375
| -0.7% | -$23.3K | 0.94% | 23 |
|
|
2018
Q2 | $3.06M | Sell |
55,354
-1,655
| -3% | -$91.6K | 0.88% | 23 |
|
|
2018
Q1 | $3.61M | Sell |
57,009
-100
| -0.2% | -$6.33K | 1.06% | 16 |
|
|
2017
Q4 | $3.5M | Sell |
57,109
-760
| -1% | -$46.6K | 1.11% | 17 |
|
|
2017
Q3 | $3.69M | Buy |
57,869
+750
| +1% | +$47.8K | 1.24% | 14 |
|
|
2017
Q2 | $3.18M | Sell |
57,119
-1,550
| -3% | -$86.4K | 1.1% | 16 |
|
|
2017
Q1 | $3.19M | Sell |
58,669
-1,350
| -2% | -$73.4K | 1.13% | 14 |
|
|
2016
Q4 | $3.51M | Sell |
60,019
-1,080
| -2% | -$63.1K | 1.32% | 11 |
|
|
2016
Q3 | $3.29M | Sell |
61,099
-2,625
| -4% | -$142K | 1.24% | 10 |
|
|
2016
Q2 | $4.69M | Sell |
63,724
-3,595
| -5% | -$264K | 1.82% | 7 |
|
|
2016
Q1 | $4.3M | Sell |
67,319
-2,220
| -3% | -$142K | 1.69% | 7 |
|
|
2015
Q4 | $4.78M | Buy |
69,539
+306
| +0.4% | +$21.1K | 1.85% | 6 |
|
|
2015
Q3 | $4.1M | Buy |
+69,233
| New | +$4.1M | 1.66% | 7 |
|
|
2015
Q1 | $4.6M | Sell |
71,273
-3,255
| -4% | -$210K | 1.46% | 7 |
|
|
2014
Q4 | $4.4M | Sell |
74,528
-1,860
| -2% | -$110K | 1.41% | 8 |
|
|
2014
Q3 | $3.92M | Sell |
76,388
-1,400
| -2% | -$71.8K | 1.3% | 8 |
|
|
2014
Q2 | $3.77M | Sell |
77,788
-6,845
| -8% | -$332K | 1.22% | 9 |
|
|
2014
Q1 | $4.4M | Sell |
84,633
-4,450
| -5% | -$231K | 1.65% | 7 |
|
|
2013
Q4 | $4.74M | Sell |
89,083
-3,875
| -4% | -$206K | 1.78% | 6 |
|
|
2013
Q3 | $4.3M | Buy |
+92,958
| New | +$4.3M | 1.76% | 7 |
|