Quadrant Private Wealth Management’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 | $582K | Sell |
12,578
-1,236
| -9% | -$57.2K | 0.12% | 136 |
|
|
2025
Q1 | $843K | Sell |
13,814
-725
| -5% | -$44.2K | 0.21% | 98 |
|
|
2024
Q4 | $822K | Sell |
14,539
-2,459
| -14% | -$139K | 0.2% | 102 |
|
|
2024
Q3 | $879K | Sell |
16,998
-105
| -0.6% | -$5.43K | 0.22% | 97 |
|
|
2024
Q2 | $710K | Sell |
17,103
-1,087
| -6% | -$45.1K | 0.16% | 117 |
|
|
2024
Q1 | $986K | Sell |
18,190
-79
| -0.4% | -$4.28K | 0.25% | 86 |
|
|
2023
Q4 | $937K | Sell |
18,269
-1,950
| -10% | -$100K | 0.26% | 87 |
|
|
2023
Q3 | $1.17M | Sell |
20,219
-873
| -4% | -$50.7K | 0.39% | 66 |
|
|
2023
Q2 | $1.35M | Buy |
21,092
+18
| +0.1% | +$1.15K | 0.39% | 66 |
|
|
2023
Q1 | $1.46M | Sell |
21,074
-494
| -2% | -$34.2K | 0.46% | 62 |
|
|
2022
Q4 | $1.55M | Buy |
+21,568
| New | +$1.55M | 0.52% | 53 |
|
|
2022
Q2 | $1.65M | Sell |
21,321
-130
| -0.6% | -$10.1K | 0.68% | 44 |
|
|
2022
Q1 | $1.58M | Buy |
21,451
+168
| +0.8% | +$12.4K | 0.59% | 45 |
|
|
2021
Q4 | $1.33M | Buy |
21,283
+1,226
| +6% | +$76.4K | 0.49% | 52 |
|
|
2021
Q3 | $1.19M | Buy |
20,057
+432
| +2% | +$25.6K | 0.49% | 53 |
|
|
2021
Q2 | $1.31M | Buy |
19,625
+873
| +5% | +$58.3K | 0.53% | 49 |
|
|
2021
Q1 | $1.18M | Sell |
18,752
-1,033
| -5% | -$65.2K | 0.51% | 53 |
|
|
2020
Q4 | $1.23M | Buy |
19,785
+3,339
| +20% | +$207K | 0.55% | 49 |
|
|
2020
Q3 | $992K | Buy |
16,446
+821
| +5% | +$49.5K | 0.5% | 52 |
|
|
2020
Q2 | $919K | Buy |
15,625
+4,207
| +37% | +$247K | 0.53% | 49 |
|
|
2020
Q1 | $636K | Buy |
11,418
+5,668
| +99% | +$316K | 0.53% | 53 |
|
|
2019
Q4 | $369K | Buy |
5,750
+300
| +6% | +$19.3K | 0.33% | 73 |
|
|
2019
Q3 | $276K | Sell |
5,450
-50
| -0.9% | -$2.53K | 0.25% | 82 |
|
|
2019
Q2 | $249K | Buy |
5,500
+50
| +0.9% | +$2.26K | 0.23% | 89 |
|
|
2019
Q1 | $260K | Hold |
5,450
| – | – | 0.24% | 84 |
|
|
2018
Q4 | $283K | Hold |
5,450
| – | – | 0.3% | 77 |
|
|
2018
Q3 | $338K | Hold |
5,450
| – | – | 0.3% | 67 |
|
|
2018
Q2 | $302K | Hold |
5,450
| – | – | 0.29% | 71 |
|
|
2018
Q1 | $345K | Hold |
5,450
| – | – | 0.45% | 49 |
|
|
2017
Q4 | $334K | Buy |
+5,450
| New | +$334K | 0.35% | 56 |
|