PSI Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,854
| Closed | -$296K | – | 169 |
|
|
2025
Q1 | $296K | Buy |
4,854
+304
| +7% | +$17.7K | 0.1% | 96 |
|
|
2024
Q4 | $257K | Sell |
4,550
-1,400
| -24% | -$78.2K | 0.08% | 117 |
|
|
2024
Q3 | $308K | Sell |
5,950
-780
| -12% | -$36.6K | 0.09% | 104 |
|
|
2024
Q2 | $279K | Buy |
6,730
+694
| +11% | +$31.1K | 0.09% | 111 |
|
|
2024
Q1 | $327K | Buy |
6,036
+196
| +3% | +$9.98K | 0.12% | 101 |
|
|
2023
Q4 | $300K | Sell |
5,840
-376
| -6% | -$19.7K | 0.11% | 104 |
|
|
2023
Q3 | $361K | Buy |
6,216
+1,091
| +21% | +$66.8K | 0.16% | 87 |
|
|
2023
Q2 | $328K | Buy |
5,125
+473
| +10% | +$31.7K | 0.14% | 91 |
|
|
2023
Q1 | $322K | Buy |
4,652
+1
| +0% | +$71 | 0.16% | 86 |
|
|
2022
Q4 | $335K | Sell |
4,651
-4,037
| -46% | -$304K | 0.18% | 83 |
|
|
2022
Q3 | $618K | Sell |
8,688
-3,889
| -31% | -$282K | 0.32% | 60 |
|
|
2022
Q2 | $968K | Sell |
12,577
-613
| -5% | -$46.7K | 0.48% | 45 |
|
|
2022
Q1 | $963K | Sell |
13,190
-2,166
| -14% | -$145K | 0.4% | 52 |
|
|
2021
Q4 | $958K | Sell |
15,356
-749
| -5% | -$43.9K | 0.39% | 54 |
|
|
2021
Q3 | $953K | Sell |
16,105
-253
| -2% | -$16.7K | 0.44% | 45 |
|
|
2021
Q2 | $1.09M | Buy |
16,358
+256
| +2% | +$16.7K | 0.58% | 40 |
|
|
2021
Q1 | $1.02M | Buy |
16,102
+2,736
| +20% | +$170K | 0.6% | 42 |
|
|
2020
Q4 | $829K | Buy |
13,366
+1,696
| +15% | +$104K | 0.57% | 37 |
|
|
2020
Q3 | $703K | Buy |
11,670
+402
| +4% | +$24.2K | 0.54% | 38 |
|
|
2020
Q2 | $662K | Buy |
11,268
+2,351
| +26% | +$141K | 0.53% | 45 |
|
|
2020
Q1 | $497K | Sell |
8,917
-767
| -8% | -$46.9K | 0.46% | 51 |
|
|
2019
Q4 | $621K | Buy |
+9,684
| New | +$555K | 0.4% | 49 |
|
Other funds holding BMY
