Resonant Capital 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 | $2.37M | Sell |
51,152
-79
| -0.2% | -$3.66K | 0.15% | 106 |
|
|
2025
Q1 | $3.12M | Buy |
51,231
+1,675
| +3% | +$102K | 0.22% | 83 |
|
|
2024
Q4 | $2.8M | Sell |
49,556
-344
| -0.7% | -$19.5K | 0.2% | 90 |
|
|
2024
Q3 | $2.58M | Sell |
49,900
-1,380
| -3% | -$71.4K | 0.19% | 94 |
|
|
2024
Q2 | $2.13M | Buy |
51,280
+2,189
| +4% | +$90.9K | 0.17% | 99 |
|
|
2024
Q1 | $2.66M | Sell |
49,091
-932
| -2% | -$50.5K | 0.23% | 89 |
|
|
2023
Q4 | $2.57M | Buy |
50,023
+6,863
| +16% | +$352K | 0.25% | 82 |
|
|
2023
Q3 | $2.51M | Sell |
43,160
-3
| -0% | -$174 | 0.27% | 83 |
|
|
2023
Q2 | $2.76M | Buy |
43,163
+129
| +0.3% | +$8.25K | 0.3% | 78 |
|
|
2023
Q1 | $2.98M | Sell |
43,034
-227
| -0.5% | -$15.7K | 0.34% | 76 |
|
|
2022
Q4 | $3.11M | Buy |
43,261
+888
| +2% | +$63.9K | 0.39% | 67 |
|
|
2022
Q3 | $3.01M | Buy |
42,373
+76
| +0.2% | +$5.4K | 0.46% | 60 |
|
|
2022
Q2 | $3.28M | Buy |
42,297
+134
| +0.3% | +$10.4K | 0.51% | 52 |
|
|
2022
Q1 | $3.14M | Buy |
42,163
+4,958
| +13% | +$369K | 0.46% | 56 |
|
|
2021
Q4 | $2.32M | Buy |
37,205
+5,929
| +19% | +$370K | 0.35% | 67 |
|
|
2021
Q3 | $1.87M | Buy |
31,276
+4,153
| +15% | +$248K | 0.32% | 70 |
|
|
2021
Q2 | $1.81M | Buy |
27,123
+545
| +2% | +$36.4K | 0.35% | 67 |
|
|
2021
Q1 | $1.69M | Buy |
26,578
+3,237
| +14% | +$206K | 0.35% | 68 |
|
|
2020
Q4 | $1.46M | Buy |
23,341
+1,952
| +9% | +$122K | 0.35% | 64 |
|
|
2020
Q3 | $1.29M | Buy |
21,389
+2,908
| +16% | +$175K | 0.37% | 63 |
|
|
2020
Q2 | $1.09M | Sell |
18,481
-454
| -2% | -$26.7K | 0.32% | 69 |
|
|
2020
Q1 | $1.06M | Buy |
18,935
+12,852
| +211% | +$716K | 0.38% | 80 |
|
|
2019
Q4 | $390K | Buy |
+6,083
| New | +$390K | 0.12% | 156 |
|