Oxford Financial Group’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 | $224K | Sell |
4,836
-89
| -2% | -$4.12K | 0.01% | 194 |
|
|
2025
Q1 | $300K | Sell |
4,925
-311
| -6% | -$19K | 0.02% | 174 |
|
|
2024
Q4 | $296K | Buy |
5,236
+150
| +3% | +$8.48K | 0.02% | 204 |
|
|
2024
Q3 | $263K | Sell |
5,086
-2,038
| -29% | -$105K | 0.02% | 211 |
|
|
2024
Q2 | $296K | Buy |
7,124
+184
| +3% | +$7.64K | 0.02% | 218 |
|
|
2024
Q1 | $376K | Sell |
6,940
-652
| -9% | -$35.4K | 0.03% | 160 |
|
|
2023
Q4 | $390K | Buy |
7,592
+4
| +0.1% | +$205 | 0.03% | 157 |
|
|
2023
Q3 | $440K | Sell |
7,588
-1,194
| -14% | -$69.3K | 0.04% | 138 |
|
|
2023
Q2 | $562K | Buy |
8,782
+742
| +9% | +$47.5K | 0.05% | 125 |
|
|
2023
Q1 | $557K | Buy |
8,040
+698
| +10% | +$48.4K | 0.06% | 100 |
|
|
2022
Q4 | $528K | Buy |
7,342
+298
| +4% | +$21.4K | 0.06% | 106 |
|
|
2022
Q3 | $501K | Sell |
7,044
-2,081
| -23% | -$148K | 0.08% | 98 |
|
|
2022
Q2 | $703K | Buy |
9,125
+2,149
| +31% | +$166K | 0.1% | 83 |
|
|
2022
Q1 | $509K | Buy |
6,976
+919
| +15% | +$67.1K | 0.06% | 112 |
|
|
2021
Q4 | $378K | Buy |
6,057
+263
| +5% | +$16.4K | 0.04% | 144 |
|
|
2021
Q3 | $343K | Buy |
5,794
+337
| +6% | +$20K | 0.04% | 139 |
|
|
2021
Q2 | $365K | Hold |
5,457
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $345K | Sell |
5,457
-14,316
| -72% | -$905K | 0.05% | 134 |
|
|
2020
Q4 | $1.23M | Buy |
19,773
+448
| +2% | +$27.8K | 0.18% | 48 |
|
|
2020
Q3 | $1.17M | Buy |
19,325
+59
| +0.3% | +$3.56K | 0.19% | 47 |
|
|
2020
Q2 | $1.13M | Sell |
19,266
-151
| -0.8% | -$8.88K | 0.19% | 50 |
|
|
2020
Q1 | $1.08M | Buy |
+19,417
| New | +$1.08M | 0.22% | 47 |
|