Regal Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Regal Investment Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Buy	16,975 +4,701	+38%	+$274K	0.06%	285
2025 Q4	$662K	Buy	12,274 +6,192	+102%	+$298K	0.04%	360
2025 Q3	$274K	Buy	6,082 +126	+2%	+$5.88K	0.02%	481
2025 Q2	$276K	Sell	5,956 -229	-4%	-$11.2K	0.02%	444
2025 Q1	$377K	Sell	6,185 -27	-0.4%	-$1.57K	0.03%	363
2024 Q4	$351K	Sell	6,212 -6,386	-51%	-$357K	0.03%	383
2024 Q3	$652K	Sell	12,598 -23,378	-65%	-$1.1M	0.05%	304
2024 Q2	$1.49M	Buy	35,976 +10,217	+40%	+$457K	0.1%	210
2024 Q1	$1.4M	Buy	25,759 +19,044	+284%	+$970K	0.1%	209
2023 Q4	$345K	Sell	6,715 -2,932	-30%	-$154K	0.03%	396
2023 Q3	$560K	Sell	9,647 -292	-3%	-$17.9K	0.05%	274
2023 Q2	$636K	Buy	9,939 +6	+0.1%	+$402	0.05%	259
2023 Q1	$688K	Sell	9,933 -17,266	-63%	-$1.22M	0.06%	238
2022 Q4	$1.96M	Sell	27,199 -562	-2%	-$42.4K	0.19%	127
2022 Q3	$1.97M	Sell	27,761 -297	-1%	-$21.5K	0.21%	120
2022 Q2	$2.16M	Sell	28,058 -3,240	-10%	-$247K	0.22%	112
2022 Q1	$2.29M	Sell	31,298 -7,278	-19%	-$489K	0.21%	113
2021 Q4	$2.4M	Buy	38,576 +4,954	+15%	+$291K	0.21%	114
2021 Q3	$1.99M	Buy	33,622 +7,668	+30%	+$505K	0.19%	127
2021 Q2	$1.73M	Buy	+25,954	New	+$1.69M	0.17%	135
2021 Q1	–	Sell	-33,627	Closed	-$2.09M	–	67
2020 Q4	$2.09M	Buy	+33,627	New	+$2.07M	0.24%	109
2020 Q1	–	Sell	-44,193	Closed	-$2.84M	–	55
2019 Q4	$2.84M	Buy	44,193 +331	+0.8%	+$19K	0.51%	54
2019 Q3	$2.22M	Sell	43,862 -1,976	-4%	-$92.9K	0.43%	72
2019 Q2	$2.08M	Buy	45,838 +40,818	+813%	+$1.9M	0.41%	80
2019 Q1	$239K	Buy	+5,020	New	+$250K	0.05%	271
2018 Q2	–	Sell	-3,549	Closed	-$224K	–	263
2018 Q1	$224K	Sell	3,549 -48	-1%	-$3.09K	0.05%	271
2017 Q4	$220K	Sell	3,597 -357	-9%	-$22.3K	0.05%	261
2017 Q3	$252K	Buy	+3,954	New	+$231K	0.06%	234
2016 Q4	–	Sell	-4,146	Closed	-$224K	–	247
2016 Q3	$224K	Sell	4,146 -2,707	-40%	-$174K	0.06%	240
2016 Q2	$504K	Sell	6,853 -139	-2%	-$9.82K	0.14%	156
2016 Q1	$447K	Buy	6,992 +11	+0.2%	+$694	0.12%	158
2015 Q4	$480K	Buy	6,981 +344	+5%	+$22.7K	0.12%	155
2015 Q3	$392K	Buy	6,637 +3,899	+142%	+$247K	0.1%	170
2015 Q2	$182K	Buy	2,738 +100	+4%	+$6.59K	0.05%	258
2015 Q1	$170K	Buy	2,638 +600	+29%	+$37.6K	0.04%	271
2014 Q4	$120K	Buy	2,038 +401	+24%	+$22.6K	0.03%	280
2014 Q3	$84K	Sell	1,637 -400	-20%	-$20K	0.03%	329
2014 Q2	$99K	Buy	2,037 +400	+24%	+$19.7K	0.04%	280
2014 Q1	$85K	Buy	1,637 +704	+75%	+$37.5K	0.04%	281
2013 Q4	$50K	Sell	933 -505	-35%	-$25.7K	0.03%	289
2013 Q3	$67K	Sell	1,438 -1,489	-51%	-$65.4K	0.04%	271
2013 Q2	$131K	Buy	+2,927	New	+$127K	0.07%	198