Regal Investment 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 | $276K | Sell |
5,956
-229
| -4% | -$10.6K | 0.02% | 444 |
|
|
2025
Q1 | $377K | Sell |
6,185
-27
| -0.4% | -$1.65K | 0.03% | 363 |
|
|
2024
Q4 | $351K | Sell |
6,212
-6,386
| -51% | -$361K | 0.03% | 383 |
|
|
2024
Q3 | $652K | Sell |
12,598
-23,378
| -65% | -$1.21M | 0.05% | 304 |
|
|
2024
Q2 | $1.49M | Buy |
35,976
+10,217
| +40% | +$424K | 0.1% | 209 |
|
|
2024
Q1 | $1.4M | Buy |
25,759
+19,044
| +284% | +$1.03M | 0.1% | 209 |
|
|
2023
Q4 | $345K | Sell |
6,715
-2,932
| -30% | -$150K | 0.03% | 396 |
|
|
2023
Q3 | $560K | Sell |
9,647
-292
| -3% | -$16.9K | 0.05% | 273 |
|
|
2023
Q2 | $636K | Buy |
9,939
+6
| +0.1% | +$384 | 0.05% | 259 |
|
|
2023
Q1 | $688K | Sell |
9,933
-17,266
| -63% | -$1.2M | 0.06% | 237 |
|
|
2022
Q4 | $1.96M | Sell |
27,199
-562
| -2% | -$40.4K | 0.19% | 127 |
|
|
2022
Q3 | $1.97M | Sell |
27,761
-297
| -1% | -$21.1K | 0.21% | 119 |
|
|
2022
Q2 | $2.16M | Sell |
28,058
-3,240
| -10% | -$249K | 0.22% | 112 |
|
|
2022
Q1 | $2.29M | Sell |
31,298
-7,278
| -19% | -$532K | 0.21% | 113 |
|
|
2021
Q4 | $2.41M | Buy |
38,576
+4,954
| +15% | +$309K | 0.21% | 114 |
|
|
2021
Q3 | $1.99M | Buy |
33,622
+7,668
| +30% | +$454K | 0.19% | 127 |
|
|
2021
Q2 | $1.73M | Buy |
+25,954
| New | +$1.73M | 0.17% | 135 |
|
|
2021
Q1 | – | Sell |
-33,627
| Closed | -$2.09M | – | 66 |
|
|
2020
Q4 | $2.09M | Buy |
+33,627
| New | +$2.09M | 0.24% | 109 |
|
|
2020
Q1 | – | Sell |
-44,193
| Closed | -$2.84M | – | 54 |
|
|
2019
Q4 | $2.84M | Buy |
44,193
+331
| +0.8% | +$21.2K | 0.51% | 54 |
|
|
2019
Q3 | $2.22M | Sell |
43,862
-1,976
| -4% | -$100K | 0.43% | 72 |
|
|
2019
Q2 | $2.08M | Buy |
45,838
+40,818
| +813% | +$1.85M | 0.41% | 80 |
|
|
2019
Q1 | $239K | Buy |
+5,020
| New | +$239K | 0.05% | 270 |
|
|
2018
Q2 | – | Sell |
-3,549
| Closed | -$224K | – | 263 |
|
|
2018
Q1 | $224K | Sell |
3,549
-48
| -1% | -$3.03K | 0.05% | 271 |
|
|
2017
Q4 | $220K | Sell |
3,597
-357
| -9% | -$21.8K | 0.05% | 261 |
|
|
2017
Q3 | $252K | Buy |
+3,954
| New | +$252K | 0.06% | 234 |
|
|
2016
Q4 | – | Sell |
-4,146
| Closed | -$224K | – | 247 |
|
|
2016
Q3 | $224K | Sell |
4,146
-2,707
| -40% | -$146K | 0.06% | 240 |
|
|
2016
Q2 | $504K | Sell |
6,853
-139
| -2% | -$10.2K | 0.14% | 156 |
|
|
2016
Q1 | $447K | Buy |
6,992
+11
| +0.2% | +$703 | 0.12% | 158 |
|
|
2015
Q4 | $480K | Buy |
6,981
+344
| +5% | +$23.7K | 0.12% | 155 |
|
|
2015
Q3 | $392K | Buy |
6,637
+3,899
| +142% | +$230K | 0.1% | 170 |
|
|
2015
Q2 | $182K | Buy |
2,738
+100
| +4% | +$6.65K | 0.05% | 258 |
|
|
2015
Q1 | $170K | Buy |
2,638
+600
| +29% | +$38.7K | 0.04% | 271 |
|
|
2014
Q4 | $120K | Buy |
2,038
+401
| +24% | +$23.6K | 0.03% | 280 |
|
|
2014
Q3 | $84K | Sell |
1,637
-400
| -20% | -$20.5K | 0.03% | 329 |
|
|
2014
Q2 | $99K | Buy |
2,037
+400
| +24% | +$19.4K | 0.04% | 280 |
|
|
2014
Q1 | $85K | Buy |
1,637
+704
| +75% | +$36.6K | 0.04% | 281 |
|
|
2013
Q4 | $50K | Sell |
933
-505
| -35% | -$27.1K | 0.03% | 289 |
|
|
2013
Q3 | $67K | Sell |
1,438
-1,489
| -51% | -$69.4K | 0.04% | 271 |
|
|
2013
Q2 | $131K | Buy |
+2,927
| New | +$131K | 0.07% | 198 |
|