Phoenix Financial’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 | $2.34M | Buy |
+50,530
| New | +$2.34M | 0.03% | 172 |
|
|
2024
Q3 | – | Sell |
-11,740
| Closed | -$487K | – | 365 |
|
|
2024
Q2 | $487K | Sell |
11,740
-42,322
| -78% | -$1.76M | 0.01% | 252 |
|
|
2024
Q1 | $2.93M | Buy |
54,062
+49,262
| +1,026% | +$2.67M | 0.04% | 169 |
|
|
2023
Q4 | $246K | Sell |
4,800
-18,600
| -79% | -$953K | ﹤0.01% | 285 |
|
|
2023
Q3 | $1.37M | Sell |
23,400
-18,600
| -44% | -$1.09M | 0.03% | 198 |
|
|
2023
Q2 | $2.68M | Buy |
+42,000
| New | +$2.68M | 0.05% | 132 |
|
|
2022
Q2 | – | Sell |
-18,987
| Closed | -$1.4M | – | 368 |
|
|
2022
Q1 | $1.4M | Buy |
+18,987
| New | +$1.4M | 0.02% | 224 |
|
|
2021
Q1 | – | Sell |
-22,711
| Closed | -$1.42M | – | 406 |
|
|
2020
Q4 | $1.42M | Sell |
22,711
-80,453
| -78% | -$5.01M | 0.04% | 204 |
|
|
2020
Q3 | $5.87M | Sell |
103,164
-51,532
| -33% | -$2.93M | 0.25% | 101 |
|
|
2020
Q2 | $8.62M | Buy |
154,696
+114,668
| +286% | +$6.39M | 0.37% | 83 |
|
|
2020
Q1 | $2.17M | Sell |
40,028
-552,046
| -93% | -$30M | 0.11% | 142 |
|
|
2019
Q4 | $37.7M | Sell |
592,074
-62,926
| -10% | -$4.01M | 1.58% | 11 |
|
|
2019
Q3 | $31.7M | Buy |
+655,000
| New | +$31.7M | 1.5% | 12 |
|