Retirement Planning Company of New England’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 | $519K | Sell |
11,212
-271
| -2% | -$12.5K | 0.23% | 126 |
|
|
2025
Q1 | $700K | Sell |
11,483
-57
| -0.5% | -$3.48K | 0.35% | 89 |
|
|
2024
Q4 | $653K | Buy |
11,540
+324
| +3% | +$18.3K | 0.32% | 94 |
|
|
2024
Q3 | $580K | Buy |
11,216
+582
| +5% | +$30.1K | 0.29% | 103 |
|
|
2024
Q2 | $442K | Buy |
10,634
+418
| +4% | +$17.4K | 0.24% | 118 |
|
|
2024
Q1 | $554K | Sell |
10,216
-2,882
| -22% | -$156K | 0.3% | 102 |
|
|
2023
Q4 | $672K | Buy |
13,098
+922
| +8% | +$47.3K | 0.3% | 99 |
|
|
2023
Q3 | $707K | Buy |
12,176
+150
| +1% | +$8.71K | 0.39% | 79 |
|
|
2023
Q2 | $769K | Buy |
12,026
+28
| +0.2% | +$1.79K | 0.44% | 75 |
|
|
2023
Q1 | $832K | Sell |
11,998
-54
| -0.4% | -$3.74K | 0.5% | 63 |
|
|
2022
Q4 | $867K | Buy |
12,052
+22
| +0.2% | +$1.58K | 0.57% | 57 |
|
|
2022
Q3 | $855K | Buy |
12,030
+642
| +6% | +$45.6K | 0.62% | 49 |
|
|
2022
Q2 | $876K | Sell |
11,388
-51
| -0.4% | -$3.92K | 0.6% | 52 |
|
|
2022
Q1 | $835K | Sell |
11,439
-225
| -2% | -$16.4K | 0.47% | 64 |
|
|
2021
Q4 | $727K | Buy |
+11,664
| New | +$727K | 0.35% | 79 |
|