Proficio Capital 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 | – | Sell |
-5,296
| Closed | -$323K | – | 437 |
|
|
2025
Q1 | $323K | Buy |
5,296
+1,047
| +25% | +$63.9K | 0.03% | 279 |
|
|
2024
Q4 | $240K | Buy |
+4,249
| New | +$240K | 0.02% | 303 |
|
|
2024
Q2 | – | Sell |
-4,031
| Closed | -$219K | – | 323 |
|
|
2024
Q1 | $219K | Buy |
+4,031
| New | +$219K | 0.02% | 299 |
|
|
2023
Q4 | – | Sell |
-17,023
| Closed | -$988K | – | 306 |
|
|
2023
Q3 | $988K | Sell |
17,023
-380
| -2% | -$22.1K | 0.13% | 90 |
|
|
2023
Q2 | $1.11M | Sell |
17,403
-971
| -5% | -$62.1K | 0.15% | 84 |
|
|
2023
Q1 | $1.27M | Sell |
18,374
-1,016
| -5% | -$70.4K | 0.2% | 71 |
|
|
2022
Q4 | $1.4M | Buy |
19,390
+15,446
| +392% | +$1.11M | 0.26% | 59 |
|
|
2022
Q3 | $287K | Buy |
3,944
+21
| +0.5% | +$1.53K | 0.05% | 188 |
|
|
2022
Q2 | $302K | Buy |
3,923
+5
| +0.1% | +$385 | 0.06% | 188 |
|
|
2022
Q1 | $286K | Sell |
3,918
-1,335
| -25% | -$97.5K | 0.04% | 213 |
|
|
2021
Q4 | $328K | Sell |
5,253
-671
| -11% | -$41.9K | 0.05% | 196 |
|
|
2021
Q3 | $351K | Sell |
5,924
-80
| -1% | -$4.74K | 0.05% | 187 |
|
|
2021
Q2 | $401K | Buy |
6,004
+987
| +20% | +$65.9K | 0.05% | 173 |
|
|
2021
Q1 | $317K | Sell |
5,017
-747
| -13% | -$47.2K | 0.04% | 188 |
|
|
2020
Q4 | $358K | Buy |
5,764
+654
| +13% | +$40.6K | 0.06% | 123 |
|
|
2020
Q3 | $308K | Sell |
5,110
-345
| -6% | -$20.8K | 0.05% | 122 |
|
|
2020
Q2 | $321K | Sell |
5,455
-521
| -9% | -$30.7K | 0.07% | 116 |
|
|
2020
Q1 | $310K | Buy |
5,976
+1,859
| +45% | +$96.4K | 0.08% | 110 |
|
|
2019
Q4 | $264K | Buy |
+4,117
| New | +$264K | 0.08% | 105 |
|
|
2019
Q3 | – | Sell |
-3,477
| Closed | -$158K | – | 322 |
|
|
2019
Q2 | $158K | Buy |
3,477
+1,472
| +73% | +$66.9K | 0.05% | 154 |
|
|
2019
Q1 | $96K | Buy |
2,005
+435
| +28% | +$20.8K | 0.03% | 203 |
|
|
2018
Q4 | $82K | Buy |
1,570
+63
| +4% | +$3.29K | 0.04% | 192 |
|
|
2018
Q3 | $94K | Sell |
1,507
-25
| -2% | -$1.56K | 0.03% | 209 |
|
|
2018
Q2 | $85K | Sell |
1,532
-730
| -32% | -$40.5K | 0.03% | 228 |
|
|
2018
Q1 | $143K | Sell |
2,262
-40
| -2% | -$2.53K | 0.04% | 159 |
|
|
2017
Q4 | $141K | Buy |
2,302
+90
| +4% | +$5.51K | 0.05% | 162 |
|
|
2017
Q3 | $141K | Buy |
2,212
+456
| +26% | +$29.1K | 0.06% | 199 |
|
|
2017
Q2 | $97K | Sell |
1,756
-448
| -20% | -$24.7K | 0.04% | 254 |
|
|
2017
Q1 | $119K | Buy |
2,204
+504
| +30% | +$27.2K | 0.05% | 221 |
|
|
2016
Q4 | $99K | Buy |
1,700
+407
| +31% | +$23.7K | 0.04% | 182 |
|
|
2016
Q3 | $70K | Buy |
1,293
+599
| +86% | +$32.4K | 0.04% | 209 |
|
|
2016
Q2 | $52K | Buy |
694
+457
| +193% | +$34.2K | 0.03% | 261 |
|
|
2016
Q1 | $15K | Sell |
237
-42
| -15% | -$2.66K | 0.01% | 359 |
|
|
2015
Q4 | $19K | Buy |
+279
| New | +$19K | 0.02% | 199 |
|