Perennial 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 | $243K | Sell |
5,247
-697
| -12% | -$32.3K | 0.02% | 399 |
|
|
2025
Q1 | $362K | Buy |
5,944
+616
| +12% | +$37.6K | 0.04% | 281 |
|
|
2024
Q4 | $301K | Buy |
5,328
+620
| +13% | +$35.1K | 0.04% | 296 |
|
|
2024
Q3 | $244K | Buy |
+4,708
| New | +$244K | 0.03% | 325 |
|
|
2024
Q2 | – | Sell |
-4,260
| Closed | -$231K | – | 357 |
|
|
2024
Q1 | $231K | Sell |
4,260
-1,016
| -19% | -$55.1K | 0.04% | 294 |
|
|
2023
Q4 | $271K | Sell |
5,276
-18
| -0.3% | -$923 | 0.04% | 259 |
|
|
2023
Q3 | $307K | Sell |
5,294
-60
| -1% | -$3.48K | 0.06% | 232 |
|
|
2023
Q2 | $342K | Sell |
5,354
-143
| -3% | -$9.15K | 0.06% | 222 |
|
|
2023
Q1 | $381K | Buy |
5,497
+1,626
| +42% | +$113K | 0.07% | 207 |
|
|
2022
Q4 | $279K | Buy |
3,871
+443
| +13% | +$31.9K | 0.11% | 155 |
|
|
2022
Q3 | $244K | Buy |
+3,428
| New | +$244K | 0.11% | 158 |
|
|
2021
Q4 | – | Sell |
-4,094
| Closed | -$241K | – | 228 |
|
|
2021
Q3 | $241K | Buy |
4,094
+752
| +23% | +$44.3K | 0.09% | 182 |
|
|
2021
Q2 | $223K | Sell |
3,342
-78
| -2% | -$5.21K | 0.08% | 190 |
|
|
2021
Q1 | $216K | Sell |
3,420
-494
| -13% | -$31.2K | 0.09% | 173 |
|
|
2020
Q4 | $243K | Sell |
3,914
-460
| -11% | -$28.6K | 0.1% | 136 |
|
|
2020
Q3 | $264K | Buy |
+4,374
| New | +$264K | 0.13% | 119 |
|