Plante Moran Financial 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 | $117K | Buy |
2,523
+1,401
| +125% | +$64.9K | 0.01% | 221 |
|
|
2025
Q1 | $68.4K | Sell |
1,122
-12
| -1% | -$732 | 0.01% | 293 |
|
|
2024
Q4 | $64.1K | Sell |
1,134
-1,089
| -49% | -$61.6K | 0.01% | 311 |
|
|
2024
Q3 | $115K | Buy |
2,223
+89
| +4% | +$4.61K | 0.01% | 261 |
|
|
2024
Q2 | $88.6K | Hold |
2,134
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $116K | Sell |
2,134
-47
| -2% | -$2.55K | 0.01% | 230 |
|
|
2023
Q4 | $112K | Sell |
2,181
-267
| -11% | -$13.7K | 0.01% | 235 |
|
|
2023
Q3 | $142K | Sell |
2,448
-48
| -2% | -$2.79K | 0.02% | 190 |
|
|
2023
Q2 | $160K | Buy |
2,496
+839
| +51% | +$53.7K | 0.02% | 183 |
|
|
2023
Q1 | $115K | Sell |
1,657
-49
| -3% | -$3.4K | 0.02% | 216 |
|
|
2022
Q4 | $123K | Buy |
1,706
+25
| +1% | +$1.8K | 0.02% | 206 |
|
|
2022
Q3 | $119K | Buy |
1,681
+248
| +17% | +$17.6K | 0.02% | 191 |
|
|
2022
Q2 | $110K | Sell |
1,433
-832
| -37% | -$63.9K | 0.02% | 202 |
|
|
2022
Q1 | $165K | Sell |
2,265
-158
| -7% | -$11.5K | 0.03% | 176 |
|
|
2021
Q4 | $151K | Buy |
2,423
+167
| +7% | +$10.4K | 0.02% | 210 |
|
|
2021
Q3 | $133K | Hold |
2,256
| – | – | 0.03% | 229 |
|
|
2021
Q2 | $151K | Sell |
2,256
-5,267
| -70% | -$353K | 0.04% | 210 |
|
|
2021
Q1 | $475K | Buy |
7,523
+667
| +10% | +$42.1K | 0.13% | 81 |
|
|
2020
Q4 | $425K | Buy |
6,856
+3,484
| +103% | +$216K | 0.13% | 95 |
|
|
2020
Q3 | $203K | Buy |
3,372
+30
| +0.9% | +$1.81K | 0.07% | 145 |
|
|
2020
Q2 | $197K | Sell |
3,342
-180
| -5% | -$10.6K | 0.08% | 129 |
|
|
2020
Q1 | $196K | Buy |
3,522
+129
| +4% | +$7.18K | 0.09% | 117 |
|
|
2019
Q4 | $218K | Buy |
3,393
+1,004
| +42% | +$64.5K | 0.08% | 143 |
|
|
2019
Q3 | $121K | Buy |
2,389
+400
| +20% | +$20.3K | 0.04% | 219 |
|
|
2019
Q2 | $90K | Hold |
1,989
| – | – | 0.03% | 232 |
|
|
2019
Q1 | $95K | Sell |
1,989
-300
| -13% | -$14.3K | 0.03% | 224 |
|
|
2018
Q4 | $119K | Sell |
2,289
-938
| -29% | -$48.8K | 0.04% | 187 |
|
|
2018
Q3 | $200K | Buy |
3,227
+974
| +43% | +$60.4K | 0.07% | 148 |
|
|
2018
Q2 | $125K | Sell |
2,253
-823
| -27% | -$45.7K | 0.06% | 204 |
|
|
2018
Q1 | $195K | Sell |
3,076
-114
| -4% | -$7.23K | 0.11% | 145 |
|
|
2017
Q4 | $195K | Buy |
3,190
+570
| +22% | +$34.8K | 0.11% | 142 |
|
|
2017
Q3 | $167K | Sell |
2,620
-491
| -16% | -$31.3K | 0.1% | 151 |
|
|
2017
Q2 | $173K | Sell |
3,111
-10,007
| -76% | -$556K | 0.11% | 136 |
|
|
2017
Q1 | $713K | Buy |
13,118
+10,300
| +366% | +$560K | 0.43% | 50 |
|
|
2016
Q4 | $165K | Buy |
2,818
+445
| +19% | +$26.1K | 0.1% | 143 |
|
|
2016
Q3 | $128K | Sell |
2,373
-576
| -20% | -$31.1K | 0.09% | 169 |
|
|
2016
Q2 | $217K | Buy |
2,949
+68
| +2% | +$5K | 0.16% | 109 |
|
|
2016
Q1 | $184K | Buy |
2,881
+98
| +4% | +$6.26K | 0.14% | 119 |
|
|
2015
Q4 | $191K | Sell |
2,783
-93
| -3% | -$6.38K | 0.14% | 114 |
|
|
2015
Q3 | $170K | Buy |
2,876
+574
| +25% | +$33.9K | 0.13% | 117 |
|
|
2015
Q2 | $153K | Buy |
2,302
+731
| +47% | +$48.6K | 0.11% | 143 |
|
|
2015
Q1 | $101K | Sell |
1,571
-2,080
| -57% | -$134K | 0.07% | 185 |
|
|
2014
Q4 | $216K | Buy |
3,651
+2,242
| +159% | +$133K | 0.16% | 99 |
|
|
2014
Q3 | $72K | Sell |
1,409
-1,076
| -43% | -$55K | 0.06% | 207 |
|
|
2014
Q2 | $121K | Buy |
2,485
+624
| +34% | +$30.4K | 0.11% | 128 |
|
|
2014
Q1 | $97K | Sell |
1,861
-941
| -34% | -$49K | 0.11% | 118 |
|
|
2013
Q4 | $149K | Buy |
2,802
+864
| +45% | +$45.9K | 0.08% | 109 |
|
|
2013
Q3 | $90K | Sell |
1,938
-53
| -3% | -$2.46K | 0.06% | 125 |
|
|
2013
Q2 | $89K | Buy |
+1,991
| New | +$89K | 0.07% | 111 |
|