Providence Wealth 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 | $1.42M | Sell |
31,134
-1,297
| -4% | -$59.1K | 0.97% | 36 |
|
|
2025
Q1 | $1.93M | Buy |
32,431
+1,372
| +4% | +$81.5K | 1.46% | 21 |
|
|
2024
Q4 | $1.77M | Buy |
31,059
+242
| +0.8% | +$13.8K | 1.34% | 23 |
|
|
2024
Q3 | $1.63M | Buy |
30,817
+763
| +3% | +$40.2K | 1.2% | 26 |
|
|
2024
Q2 | $1.26M | Buy |
30,054
+552
| +2% | +$23.2K | 1% | 35 |
|
|
2024
Q1 | $1.56M | Buy |
29,502
+23,579
| +398% | +$1.24M | 1.33% | 22 |
|
|
2023
Q4 | $784K | Sell |
5,923
-21,194
| -78% | -$2.81M | 0.71% | 46 |
|
|
2023
Q3 | $1.56M | Buy |
27,117
+204
| +0.8% | +$11.8K | 1.74% | 17 |
|
|
2023
Q2 | $1.74M | Sell |
26,913
-1,266
| -4% | -$81.9K | 1.93% | 14 |
|
|
2023
Q1 | $1.95M | Buy |
28,179
+153
| +0.5% | +$10.6K | 1.44% | 22 |
|
|
2022
Q4 | $2.01M | Buy |
28,026
+80
| +0.3% | +$5.75K | 1.5% | 22 |
|
|
2022
Q3 | $2.26M | Sell |
27,946
-90
| -0.3% | -$7.28K | 1.69% | 18 |
|
|
2022
Q2 | $2.13M | Buy |
28,036
+989
| +4% | +$75.2K | 1.54% | 18 |
|
|
2022
Q1 | $2M | Buy |
27,047
+139
| +0.5% | +$10.3K | 1.28% | 26 |
|
|
2021
Q4 | $1.74M | Buy |
26,908
+778
| +3% | +$50.2K | 1.09% | 31 |
|
|
2021
Q3 | $1.55M | Sell |
26,130
-781
| -3% | -$46.3K | 1.08% | 29 |
|
|
2021
Q2 | $1.79M | Sell |
26,911
-221
| -0.8% | -$14.7K | 1.22% | 24 |
|
|
2021
Q1 | $1.71M | Buy |
27,132
+692
| +3% | +$43.7K | 1.26% | 23 |
|
|
2020
Q4 | $1.64M | Buy |
26,440
+258
| +1% | +$16K | 1.36% | 21 |
|
|
2020
Q3 | $1.58M | Sell |
26,182
-3,213
| -11% | -$194K | 1.56% | 18 |
|
|
2020
Q2 | $1.73M | Buy |
29,395
+202
| +0.7% | +$11.9K | 1.76% | 17 |
|
|
2020
Q1 | $1.61M | Buy |
29,193
+159
| +0.5% | +$8.75K | 1.94% | 18 |
|
|
2019
Q4 | $1.86M | Sell |
29,034
-538
| -2% | -$34.5K | 1.71% | 18 |
|
|
2019
Q3 | $1.5M | Buy |
29,572
+1,072
| +4% | +$54.4K | 1.34% | 25 |
|
|
2019
Q2 | $1.32M | Buy |
28,500
+612
| +2% | +$28.4K | 1.23% | 29 |
|
|
2019
Q1 | $1.34M | Buy |
27,888
+1,437
| +5% | +$68.8K | 1.26% | 29 |
|
|
2018
Q4 | $1.35M | Sell |
26,451
-94
| -0.4% | -$4.79K | 1.49% | 24 |
|
|
2018
Q3 | $1.65M | Sell |
26,545
-200
| -0.7% | -$12.4K | 1.5% | 23 |
|
|
2018
Q2 | $1.48M | Sell |
26,745
-31
| -0.1% | -$1.72K | 1.44% | 23 |
|
|
2018
Q1 | $1.66M | Buy |
+26,776
| New | +$1.66M | 2.46% | 10 |
|