Principle Wealth Partners’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 | $610K | Sell |
13,180
-814
| -6% | -$37.7K | 0.04% | 214 |
|
|
2025
Q1 | $853K | Sell |
13,994
-601
| -4% | -$36.7K | 0.06% | 170 |
|
|
2024
Q4 | $825K | Buy |
14,595
+52
| +0.4% | +$2.94K | 0.06% | 172 |
|
|
2024
Q3 | $752K | Buy |
14,543
+610
| +4% | +$31.6K | 0.05% | 183 |
|
|
2024
Q2 | $579K | Buy |
13,933
+4,725
| +51% | +$196K | 0.04% | 201 |
|
|
2024
Q1 | $499K | Buy |
9,208
+1,239
| +16% | +$67.2K | 0.04% | 223 |
|
|
2023
Q4 | $409K | Sell |
7,969
-2,555
| -24% | -$131K | 0.04% | 231 |
|
|
2023
Q3 | $611K | Sell |
10,524
-2,368
| -18% | -$137K | 0.06% | 184 |
|
|
2023
Q2 | $824K | Sell |
12,892
-510
| -4% | -$32.6K | 0.08% | 151 |
|
|
2023
Q1 | $929K | Buy |
13,402
+715
| +6% | +$49.6K | 0.1% | 143 |
|
|
2022
Q4 | $913K | Sell |
12,687
-11
| -0.1% | -$791 | 0.1% | 139 |
|
|
2022
Q3 | $903 | Sell |
12,698
-832
| -6% | -$59 | 0.09% | 127 |
|
|
2022
Q2 | $1.04M | Hold |
13,530
| – | – | 0.13% | 129 |
|
|
2022
Q1 | $988K | Buy |
13,530
+377
| +3% | +$27.5K | 0.1% | 139 |
|
|
2021
Q4 | $820K | Sell |
13,153
-924
| -7% | -$57.6K | 0.09% | 155 |
|
|
2021
Q3 | $833K | Sell |
14,077
-1,915
| -12% | -$113K | 0.1% | 145 |
|
|
2021
Q2 | $1.07M | Sell |
15,992
-6,920
| -30% | -$463K | 0.12% | 125 |
|
|
2021
Q1 | $1.45M | Sell |
22,912
-350
| -2% | -$22.1K | 0.17% | 104 |
|
|
2020
Q4 | $1.44M | Buy |
23,262
+13,930
| +149% | +$864K | 0.19% | 100 |
|
|
2020
Q3 | $563K | Sell |
9,332
-279
| -3% | -$16.8K | 0.16% | 78 |
|
|
2020
Q2 | $565K | Hold |
9,611
| – | – | 0.17% | 78 |
|
|
2020
Q1 | $536K | Sell |
9,611
-2,998
| -24% | -$167K | 0.2% | 74 |
|
|
2019
Q4 | $809K | Buy |
12,609
+7,897
| +168% | +$507K | 0.26% | 65 |
|
|
2019
Q3 | $239K | Buy |
+4,712
| New | +$239K | 0.08% | 146 |
|
|
2019
Q1 | – | Sell |
-5,747
| Closed | -$299K | – | 129 |
|
|
2018
Q4 | $299K | Buy |
+5,747
| New | +$299K | 0.25% | 86 |
|