PDS Planning’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 | $366K | Buy |
7,900
+49
| +0.6% | +$2.27K | 0.03% | 306 |
|
|
2025
Q1 | $479K | Buy |
7,851
+1,115
| +17% | +$68K | 0.04% | 217 |
|
|
2024
Q4 | $381K | Buy |
6,736
+1,222
| +22% | +$69.1K | 0.03% | 232 |
|
|
2024
Q3 | $285K | Buy |
5,514
+699
| +15% | +$36.2K | 0.03% | 309 |
|
|
2024
Q2 | $200K | Sell |
4,815
-2,488
| -34% | -$103K | 0.02% | 364 |
|
|
2024
Q1 | $396K | Buy |
7,303
+743
| +11% | +$40.3K | 0.04% | 203 |
|
|
2023
Q4 | $337K | Sell |
6,560
-1,659
| -20% | -$85.1K | 0.04% | 214 |
|
|
2023
Q3 | $477K | Buy |
8,219
+563
| +7% | +$32.7K | 0.06% | 141 |
|
|
2023
Q2 | $490K | Buy |
7,656
+381
| +5% | +$24.4K | 0.06% | 137 |
|
|
2023
Q1 | $504K | Buy |
7,275
+1,347
| +23% | +$93.4K | 0.07% | 121 |
|
|
2022
Q4 | $426K | Buy |
5,928
+77
| +1% | +$5.54K | 0.07% | 111 |
|
|
2022
Q3 | $416K | Buy |
5,851
+368
| +7% | +$26.2K | 0.08% | 97 |
|
|
2022
Q2 | $422K | Buy |
5,483
+640
| +13% | +$49.3K | 0.08% | 108 |
|
|
2022
Q1 | $354K | Buy |
4,843
+699
| +17% | +$51.1K | 0.06% | 127 |
|
|
2021
Q4 | $258K | Sell |
4,144
-1,041
| -20% | -$64.8K | 0.05% | 156 |
|
|
2021
Q3 | $307K | Buy |
5,185
+665
| +15% | +$39.4K | 0.07% | 128 |
|
|
2021
Q2 | $302K | Buy |
4,520
+861
| +24% | +$57.5K | 0.07% | 127 |
|
|
2021
Q1 | $231K | Buy |
3,659
+48
| +1% | +$3.03K | 0.07% | 140 |
|
|
2020
Q4 | $224K | Buy |
+3,611
| New | +$224K | 0.08% | 136 |
|