Pinnacle Wealth Management Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$825K	Sell	17,824 -3,095	-15%	-$143K	0.07%	161
2025 Q1	$1.28M	Buy	20,919 +2,050	+11%	+$125K	0.12%	119
2024 Q4	$1.07M	Buy	18,869 +971	+5%	+$54.9K	0.1%	129
2024 Q3	$926K	Buy	17,898 +42	+0.2%	+$2.17K	0.09%	140
2024 Q2	$742K	Sell	17,856 -952	-5%	-$39.5K	0.08%	150
2024 Q1	$1.02M	Sell	18,808 -2,693	-13%	-$146K	0.11%	127
2023 Q4	$1.1M	Sell	21,501 -3,880	-15%	-$199K	0.13%	115
2023 Q3	$1.47M	Sell	25,381 -613	-2%	-$35.6K	0.19%	94
2023 Q2	$1.66M	Buy	25,994 +2,884	+12%	+$184K	0.21%	91
2023 Q1	$1.6M	Sell	23,110 -6,404	-22%	-$444K	0.22%	91
2022 Q4	$2.12M	Sell	29,514 -1,173	-4%	-$84.4K	0.32%	69
2022 Q3	$2.18M	Buy	30,687 +3,270	+12%	+$233K	0.36%	64
2022 Q2	$2.11M	Buy	27,417 +2,650	+11%	+$204K	0.34%	74
2022 Q1	$1.81M	Sell	24,767 -6	-0%	-$438	0.26%	91
2021 Q4	$1.55M	Sell	24,773 -433	-2%	-$27K	0.25%	90
2021 Q3	$1.49M	Sell	25,206 -354	-1%	-$20.9K	0.35%	77
2021 Q2	$1.71M	Buy	25,560 +1,892	+8%	+$126K	0.4%	68
2021 Q1	$1.49M	Sell	23,668 -457	-2%	-$28.8K	0.42%	65
2020 Q4	$1.5M	Buy	24,125 +818	+4%	+$50.7K	0.46%	61
2020 Q3	$1.41M	Buy	23,307 +87	+0.4%	+$5.25K	0.49%	58
2020 Q2	$1.37M	Buy	23,220 +2,167	+10%	+$127K	0.51%	55
2020 Q1	$1.17M	Sell	21,053 -898	-4%	-$50.1K	0.57%	49
2019 Q4	$1.41M	Buy	21,951 +1,537	+8%	+$98.7K	0.53%	54
2019 Q3	$1.04M	Buy	20,414 +607	+3%	+$30.8K	0.43%	72
2019 Q2	$898K	Buy	19,807 +337	+2%	+$15.3K	0.38%	74
2019 Q1	$929K	Buy	19,470 +177	+0.9%	+$8.45K	0.42%	75
2018 Q4	$1M	Sell	19,293 -588	-3%	-$30.6K	0.54%	59
2018 Q3	$1.23M	Sell	19,881 -1,435	-7%	-$89.1K	0.61%	49
2018 Q2	$1.18M	Sell	21,316 -548	-3%	-$30.3K	0.63%	48
2018 Q1	$1.38M	Sell	21,864 -1,969	-8%	-$125K	0.78%	37
2017 Q4	$1.46M	Sell	23,833 -373	-2%	-$22.9K	0.81%	35
2017 Q3	$1.54M	Sell	24,206 -324	-1%	-$20.7K	0.9%	32
2017 Q2	$1.37M	Buy	24,530 +848	+4%	+$47.3K	0.85%	36
2017 Q1	$1.29M	Buy	23,682 +3,675	+18%	+$200K	0.89%	31
2016 Q4	$1.17M	Sell	20,007 -51	-0.3%	-$2.98K	0.84%	39
2016 Q3	$1.08M	Buy	20,058 +275	+1%	+$14.8K	0.82%	38
2016 Q2	$1.46M	Buy	19,783 +901	+5%	+$66.3K	1.15%	23
2016 Q1	$1.21M	Sell	18,882 -190	-1%	-$12.1K	1.07%	30
2015 Q4	$1.31M	Sell	19,072 -700	-4%	-$48.2K	1.2%	27
2015 Q3	$1.17M	Buy	19,772 +75	+0.4%	+$4.44K	1.13%	28
2015 Q2	$1.31M	Sell	19,697 -6,875	-26%	-$458K	1.21%	24
2015 Q1	$1.71M	Buy	26,572 +275	+1%	+$17.7K	1.54%	16
2014 Q4	$1.55M	Buy	+26,297	New	+$1.55M	1.44%	20