Oxler Private Wealth’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 | $976K | Sell |
21,088
-543
| -3% | -$25.1K | 0.31% | 43 |
|
|
2025
Q1 | $1.32M | Buy |
21,631
+41
| +0.2% | +$2.5K | 0.46% | 36 |
|
|
2024
Q4 | $1.22M | Sell |
21,590
-536
| -2% | -$30.3K | 0.4% | 40 |
|
|
2024
Q3 | $1.14M | Sell |
22,126
-1,382
| -6% | -$71.5K | 0.4% | 40 |
|
|
2024
Q2 | $976K | Sell |
23,508
-7,044
| -23% | -$293K | 0.36% | 43 |
|
|
2024
Q1 | $1.66M | Buy |
30,552
+22,627
| +286% | +$1.23M | 0.65% | 34 |
|
|
2023
Q4 | $407K | Sell |
7,925
-21,120
| -73% | -$1.08M | 0.34% | 47 |
|
|
2023
Q3 | $1.69M | Sell |
29,045
-470
| -2% | -$27.3K | 0.85% | 33 |
|
|
2023
Q2 | $1.89M | Sell |
29,515
-2,468
| -8% | -$158K | 0.9% | 32 |
|
|
2023
Q1 | $2.22M | Buy |
31,983
+249
| +0.8% | +$17.3K | 1.09% | 27 |
|
|
2022
Q4 | $2.28M | Buy |
31,734
+237
| +0.8% | +$17.1K | 1.23% | 27 |
|
|
2022
Q3 | $2.24M | Buy |
31,497
+94
| +0.3% | +$6.69K | 1.25% | 21 |
|
|
2022
Q2 | $2.42M | Buy |
31,403
+204
| +0.7% | +$15.7K | 1.16% | 24 |
|
|
2022
Q1 | $2.28M | Sell |
31,199
-1,336
| -4% | -$97.5K | 1.03% | 27 |
|
|
2021
Q4 | $2.03M | Sell |
32,535
-1,897
| -6% | -$118K | 0.84% | 34 |
|
|
2021
Q3 | $2.04M | Sell |
34,432
-132
| -0.4% | -$7.81K | 0.9% | 31 |
|
|
2021
Q2 | $2.31M | Buy |
34,564
+1,132
| +3% | +$75.6K | 1.01% | 26 |
|
|
2021
Q1 | $2.11M | Sell |
33,432
-200
| -0.6% | -$12.6K | 1.07% | 26 |
|
|
2020
Q4 | $2.09M | Buy |
+33,632
| New | +$2.09M | 1.18% | 25 |
|