Powell Investment 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 | $401K | Hold |
8,653
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $528K | Hold |
8,653
| – | – | 0.26% | 58 |
|
|
2024
Q4 | $489K | Hold |
8,653
| – | – | 0.23% | 69 |
|
|
2024
Q3 | $448K | Hold |
8,653
| – | – | 0.21% | 69 |
|
|
2024
Q2 | $359K | Hold |
8,653
| – | – | 0.19% | 76 |
|
|
2024
Q1 | $469K | Hold |
8,653
| – | – | 0.25% | 66 |
|
|
2023
Q4 | $444K | Hold |
8,653
| – | – | 0.25% | 65 |
|
|
2023
Q3 | $502K | Hold |
8,653
| – | – | 0.3% | 57 |
|
|
2023
Q2 | $553K | Hold |
8,653
| – | – | 0.32% | 53 |
|
|
2023
Q1 | $600K | Hold |
8,653
| – | – | 0.33% | 51 |
|
|
2022
Q4 | $623K | Hold |
8,653
| – | – | 0.36% | 49 |
|
|
2022
Q3 | $615K | Buy |
8,653
+2,580
| +42% | +$183K | 0.4% | 42 |
|
|
2022
Q2 | $471K | Hold |
6,073
| – | – | 0.29% | 55 |
|
|
2022
Q1 | $447K | Hold |
6,073
| – | – | 0.26% | 60 |
|
|
2021
Q4 | $379K | Hold |
6,073
| – | – | 0.22% | 62 |
|
|
2021
Q3 | $362K | Hold |
6,073
| – | – | 0.22% | 60 |
|
|
2021
Q2 | $406K | Sell |
6,073
-157
| -3% | -$10.5K | 0.25% | 55 |
|
|
2021
Q1 | $396K | Sell |
6,230
-314
| -5% | -$20K | 0.26% | 53 |
|
|
2020
Q4 | $409K | Hold |
6,544
| – | – | 0.31% | 46 |
|
|
2020
Q3 | $395K | Hold |
6,544
| – | – | 0.34% | 45 |
|
|
2020
Q2 | $385K | Hold |
6,544
| – | – | 0.37% | 46 |
|
|
2020
Q1 | $365K | Hold |
6,544
| – | – | 0.44% | 48 |
|
|
2019
Q4 | $420K | Buy |
+6,544
| New | +$420K | 0.44% | 50 |
|