Pure Financial 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 | $576K | Buy |
12,437
+3,263
| +36% | +$151K | 0.01% | 268 |
|
2025
Q1 | $560K | Buy |
9,174
+1,366
| +17% | +$83.3K | 0.01% | 225 |
|
2024
Q4 | $442K | Buy |
7,808
+2,538
| +48% | +$144K | 0.01% | 235 |
|
2024
Q3 | $273K | Buy |
5,270
+133
| +3% | +$6.88K | 0.01% | 286 |
|
2024
Q2 | $213K | Sell |
5,137
-176
| -3% | -$7.31K | 0.01% | 300 |
|
2024
Q1 | $288K | Sell |
5,313
-1,716
| -24% | -$93.1K | 0.01% | 259 |
|
2023
Q4 | $361K | Buy |
7,029
+1,299
| +23% | +$66.7K | 0.01% | 228 |
|
2023
Q3 | $333K | Sell |
5,730
-1,309
| -19% | -$76K | 0.01% | 206 |
|
2023
Q2 | $450K | Sell |
7,039
-658
| -9% | -$42.1K | 0.02% | 172 |
|
2023
Q1 | $533K | Buy |
7,697
+903
| +13% | +$62.6K | 0.02% | 158 |
|
2022
Q4 | $489K | Sell |
6,794
-358
| -5% | -$25.8K | 0.03% | 157 |
|
2022
Q3 | $508K | Buy |
7,152
+2,547
| +55% | +$181K | 0.03% | 150 |
|
2022
Q2 | $355K | Buy |
4,605
+96
| +2% | +$7.4K | 0.02% | 180 |
|
2022
Q1 | $329K | Buy |
4,509
+767
| +20% | +$56K | 0.02% | 173 |
|
2021
Q4 | $233K | Buy |
3,742
+184
| +5% | +$11.5K | 0.01% | 195 |
|
2021
Q3 | $211K | Buy |
3,558
+112
| +3% | +$6.64K | 0.02% | 183 |
|
2021
Q2 | $230K | Sell |
3,446
-70
| -2% | -$4.67K | 0.02% | 183 |
|
2021
Q1 | $222K | Buy |
3,516
+29
| +0.8% | +$1.83K | 0.02% | 177 |
|
2020
Q4 | $216K | Hold |
3,487
| – | – | 0.03% | 168 |
|
2020
Q3 | $210K | Hold |
3,487
| – | – | 0.03% | 148 |
|
2020
Q2 | $205K | Buy |
+3,487
| New | +$205K | 0.03% | 137 |
|
2020
Q1 | – | Sell |
-3,785
| Closed | -$243K | – | 130 |
|
2019
Q4 | $243K | Buy |
+3,785
| New | +$243K | 0.04% | 125 |
|
2018
Q4 | – | Sell |
-3,239
| Closed | -$201K | – | 149 |
|
2018
Q3 | $201K | Buy |
+3,239
| New | +$201K | 0.04% | 135 |
|