PFG 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 | – | Sell |
-4,642
| Closed | -$283K | – | 632 |
|
|
2025
Q1 | $283K | Buy |
4,642
+70
| +2% | +$4.27K | 0.02% | 599 |
|
|
2024
Q4 | $259K | Sell |
4,572
-350
| -7% | -$19.8K | 0.02% | 620 |
|
|
2024
Q3 | $255K | Buy |
4,922
+40
| +0.8% | +$2.07K | 0.02% | 630 |
|
|
2024
Q2 | $203K | Sell |
4,882
-65
| -1% | -$2.7K | 0.01% | 648 |
|
|
2024
Q1 | $268K | Sell |
4,947
-702
| -12% | -$38.1K | 0.02% | 549 |
|
|
2023
Q4 | $290K | Buy |
5,649
+323
| +6% | +$16.6K | 0.02% | 491 |
|
|
2023
Q3 | $309K | Sell |
5,326
-4,489
| -46% | -$261K | 0.03% | 444 |
|
|
2023
Q2 | $628K | Buy |
9,815
+192
| +2% | +$12.3K | 0.05% | 367 |
|
|
2023
Q1 | $667K | Buy |
9,623
+250
| +3% | +$17.3K | 0.06% | 341 |
|
|
2022
Q4 | $674K | Buy |
9,373
+99
| +1% | +$7.12K | 0.07% | 310 |
|
|
2022
Q3 | $659K | Buy |
9,274
+1,146
| +14% | +$81.4K | 0.08% | 287 |
|
|
2022
Q2 | $626K | Buy |
8,128
+1,398
| +21% | +$108K | 0.07% | 225 |
|
|
2022
Q1 | $492K | Buy |
6,730
+1,313
| +24% | +$96K | 0.05% | 269 |
|
|
2021
Q4 | $338K | Sell |
5,417
-840
| -13% | -$52.4K | 0.03% | 418 |
|
|
2021
Q3 | $370K | Sell |
6,257
-30
| -0.5% | -$1.77K | 0.04% | 378 |
|
|
2021
Q2 | $420K | Sell |
6,287
-517
| -8% | -$34.5K | 0.05% | 346 |
|
|
2021
Q1 | $430K | Buy |
6,804
+3,338
| +96% | +$211K | 0.06% | 317 |
|
|
2020
Q4 | $215K | Sell |
3,466
-44
| -1% | -$2.73K | 0.04% | 348 |
|
|
2020
Q3 | $212K | Buy |
+3,510
| New | +$212K | 0.04% | 332 |
|
|
2020
Q2 | – | Sell |
-3,331
| Closed | -$205K | – | 307 |
|
|
2020
Q1 | $205K | Buy |
+3,331
| New | +$205K | 0.06% | 265 |
|