Resurgent 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 | – | Sell |
-4,616
| Closed | -$282K | – | 191 |
|
|
2025
Q1 | $282K | Sell |
4,616
-698
| -13% | -$42.6K | 0.17% | 145 |
|
|
2024
Q4 | $301K | Buy |
5,314
+931
| +21% | +$52.7K | 0.18% | 138 |
|
|
2024
Q3 | $227K | Sell |
4,383
-1,685
| -28% | -$87.2K | 0.13% | 166 |
|
|
2024
Q2 | $252K | Buy |
+6,068
| New | +$252K | 0.16% | 152 |
|
|
2024
Q1 | – | Sell |
-3,489
| Closed | -$179K | – | 230 |
|
|
2023
Q4 | $179K | Sell |
3,489
-145
| -4% | -$7.44K | 0.11% | 175 |
|
|
2023
Q3 | $211K | Buy |
3,634
+19
| +0.5% | +$1.1K | 0.14% | 143 |
|
|
2023
Q2 | $231K | Buy |
3,615
+404
| +13% | +$25.8K | 0.15% | 121 |
|
|
2023
Q1 | $223K | Sell |
3,211
-5,348
| -62% | -$371K | 0.15% | 134 |
|
|
2022
Q4 | $616K | Buy |
8,559
+1,409
| +20% | +$101K | 0.32% | 72 |
|
|
2022
Q3 | $508K | Buy |
7,150
+142
| +2% | +$10.1K | 0.34% | 86 |
|
|
2022
Q2 | $540K | Buy |
7,008
+536
| +8% | +$41.3K | 0.35% | 87 |
|
|
2022
Q1 | $473K | Buy |
6,472
+3,191
| +97% | +$233K | 0.29% | 88 |
|
|
2021
Q4 | $205K | Buy |
+3,281
| New | +$205K | 0.16% | 117 |
|