Prospera Financial Services’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 | $2.5M | Sell |
53,997
-10,360
| -16% | -$480K | 0.05% | 405 |
|
|
2025
Q1 | $3.93M | Buy |
64,357
+13,457
| +26% | +$821K | 0.09% | 240 |
|
|
2024
Q4 | $2.88M | Sell |
50,900
-22,355
| -31% | -$1.26M | 0.07% | 294 |
|
|
2024
Q3 | $3.79M | Buy |
73,255
+20,916
| +40% | +$1.08M | 0.1% | 228 |
|
|
2024
Q2 | $2.17M | Buy |
52,339
+11,692
| +29% | +$486K | 0.06% | 318 |
|
|
2024
Q1 | $2.21M | Buy |
40,647
+12,483
| +44% | +$677K | 0.07% | 313 |
|
|
2023
Q4 | $1.45M | Sell |
28,164
-3,319
| -11% | -$170K | 0.05% | 378 |
|
|
2023
Q3 | $1.83M | Buy |
31,483
+4,100
| +15% | +$238K | 0.07% | 283 |
|
|
2023
Q2 | $1.75M | Buy |
27,383
+731
| +3% | +$46.8K | 0.07% | 286 |
|
|
2023
Q1 | $1.85M | Sell |
26,652
-163
| -0.6% | -$11.3K | 0.08% | 279 |
|
|
2022
Q4 | $1.93M | Sell |
26,815
-460
| -2% | -$33.1K | 0.1% | 235 |
|
|
2022
Q3 | $1.94M | Buy |
27,275
+1,147
| +4% | +$81.6K | 0.1% | 235 |
|
|
2022
Q2 | $2.01M | Buy |
26,128
+3,246
| +14% | +$250K | 0.1% | 241 |
|
|
2022
Q1 | $1.67M | Buy |
22,882
+362
| +2% | +$26.5K | 0.07% | 310 |
|
|
2021
Q4 | $1.41M | Buy |
22,520
+5,903
| +36% | +$368K | 0.06% | 335 |
|
|
2021
Q3 | $984K | Sell |
16,617
-7,048
| -30% | -$417K | 0.05% | 376 |
|
|
2021
Q2 | $1.58M | Buy |
23,665
+4,784
| +25% | +$320K | 0.08% | 281 |
|
|
2021
Q1 | $1.19M | Sell |
18,881
-2,597
| -12% | -$164K | 0.07% | 307 |
|
|
2020
Q4 | $1.33M | Buy |
21,478
+8,685
| +68% | +$539K | 0.09% | 241 |
|
|
2020
Q3 | $771K | Sell |
12,793
-3,012
| -19% | -$182K | 0.29% | 65 |
|
|
2020
Q2 | $929K | Buy |
15,805
+377
| +2% | +$22.2K | 0.08% | 242 |
|
|
2020
Q1 | $860K | Sell |
15,428
-6,170
| -29% | -$344K | 0.09% | 215 |
|
|
2019
Q4 | $1.39M | Buy |
21,598
+10,008
| +86% | +$642K | 0.11% | 218 |
|
|
2019
Q3 | $588K | Buy |
11,590
+718
| +7% | +$36.4K | 0.06% | 269 |
|
|
2019
Q2 | $495K | Buy |
+10,872
| New | +$495K | 0.06% | 290 |
|
|
2019
Q1 | – | Sell |
-40,057
| Closed | -$2.06M | – | 337 |
|
|
2018
Q4 | $2.06M | Sell |
40,057
-2,751
| -6% | -$141K | 0.42% | 47 |
|
|
2018
Q3 | $2.58M | Sell |
42,808
-6,321
| -13% | -$381K | 0.48% | 37 |
|
|
2018
Q2 | $2.73M | Sell |
49,129
-35
| -0.1% | -$1.94K | 0.37% | 48 |
|
|
2018
Q1 | $3.1M | Sell |
49,164
-2,196
| -4% | -$139K | 0.43% | 40 |
|
|
2017
Q4 | $3.16M | Sell |
51,360
-12,966
| -20% | -$798K | 0.48% | 34 |
|
|
2017
Q3 | $4.14M | Sell |
64,326
-421
| -0.7% | -$27.1K | 0.63% | 17 |
|
|
2017
Q2 | $3.59M | Sell |
64,747
-785
| -1% | -$43.5K | 0.58% | 22 |
|
|
2017
Q1 | $3.53M | Buy |
65,532
+15,991
| +32% | +$861K | 0.64% | 20 |
|
|
2016
Q4 | $2.93M | Buy |
49,541
+13,377
| +37% | +$792K | 0.57% | 30 |
|
|
2016
Q3 | $1.95M | Buy |
36,164
+16,199
| +81% | +$873K | 0.39% | 48 |
|
|
2016
Q2 | $1.47M | Buy |
19,965
+4,005
| +25% | +$294K | 0.3% | 64 |
|
|
2016
Q1 | $1.02M | Buy |
15,960
+2,911
| +22% | +$187K | 0.23% | 79 |
|
|
2015
Q4 | $898K | Sell |
13,049
-1,051
| -7% | -$72.3K | 0.2% | 79 |
|
|
2015
Q3 | $794K | Buy |
14,100
+973
| +7% | +$54.8K | 0.2% | 79 |
|
|
2015
Q2 | $827K | Buy |
13,127
+210
| +2% | +$13.2K | 0.2% | 87 |
|
|
2015
Q1 | $789K | Buy |
12,917
+1,732
| +15% | +$106K | 0.18% | 83 |
|
|
2014
Q4 | $660K | Sell |
11,185
-1,547
| -12% | -$91.3K | 0.16% | 103 |
|
|
2014
Q3 | $616K | Buy |
12,732
+1,027
| +9% | +$49.7K | 0.17% | 97 |
|
|
2014
Q2 | $568K | Buy |
11,705
+4,771
| +69% | +$232K | 0.15% | 109 |
|
|
2014
Q1 | $324K | Buy |
6,934
+201
| +3% | +$9.39K | 0.1% | 155 |
|
|
2013
Q4 | $358K | Buy |
6,733
+96
| +1% | +$5.1K | 0.12% | 141 |
|
|
2013
Q3 | $314K | Sell |
6,637
-1,198
| -15% | -$56.7K | 0.12% | 148 |
|
|
2013
Q2 | $351K | Buy |
+7,835
| New | +$351K | 0.16% | 139 |
|