Personal CFO Solutions’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
$1.3M Sell
28,143
-4,996
-15% -$231K 0.24% 81
2025
Q1
$2.02M Sell
33,139
-4,833
-13% -$295K 0.41% 45
2024
Q4
$2.15M Buy
37,972
+15,389
+68% +$870K 0.42% 43
2024
Q3
$1.17M Sell
22,583
-5,899
-21% -$305K 0.16% 120
2024
Q2
$1.18M Buy
28,482
+6,731
+31% +$280K 0.18% 105
2024
Q1
$1.18M Buy
21,751
+553
+3% +$30K 0.18% 107
2023
Q4
$1.09M Buy
21,198
+7,006
+49% +$359K 0.19% 104
2023
Q3
$824K Buy
14,192
+342
+2% +$19.9K 0.16% 122
2023
Q2
$886K Sell
13,850
-403
-3% -$25.8K 0.18% 114
2023
Q1
$988K Sell
14,253
-629
-4% -$43.6K 0.2% 91
2022
Q4
$1.07M Buy
14,882
+994
+7% +$71.5K 0.23% 81
2022
Q3
$987K Sell
13,888
-727
-5% -$51.7K 0.25% 75
2022
Q2
$1.13M Sell
14,615
-1,491
-9% -$115K 0.26% 64
2022
Q1
$1.18M Sell
16,106
-1,793
-10% -$131K 0.23% 89
2021
Q4
$1.12M Sell
17,899
-4,662
-21% -$291K 0.21% 102
2021
Q3
$1.34M Buy
22,561
+5,220
+30% +$309K 0.27% 74
2021
Q2
$1.16M Buy
17,341
+173
+1% +$11.6K 0.24% 81
2021
Q1
$1.08M Buy
17,168
+658
+4% +$41.5K 0.23% 85
2020
Q4
$1.02M Buy
16,510
+1,186
+8% +$73.6K 0.25% 91
2020
Q3
$1K Buy
15,324
+1,580
+11% +$103 0.33% 62
2020
Q2
$808K Sell
13,744
-4,217
-23% -$248K 0.24% 86
2020
Q1
$1M Sell
17,961
-12,028
-40% -$670K 0.36% 61
2019
Q4
$1.92M Sell
29,989
-4,317
-13% -$277K 0.55% 31
2019
Q3
$1.74M Buy
+34,306
New +$1.74M 0.69% 22