Richard W. Paul & Associates’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 | $625K | Buy |
13,493
+2,049
| +18% | +$94.9K | 0.23% | 104 |
|
|
2025
Q1 | $698K | Sell |
11,444
-133
| -1% | -$8.11K | 0.27% | 93 |
|
|
2024
Q4 | $655K | Sell |
11,577
-3,488
| -23% | -$197K | 0.24% | 107 |
|
|
2024
Q3 | $779K | Sell |
15,065
-211
| -1% | -$10.9K | 0.28% | 99 |
|
|
2024
Q2 | $634K | Buy |
15,276
+625
| +4% | +$26K | 0.24% | 106 |
|
|
2024
Q1 | $795K | Buy |
14,651
+2,860
| +24% | +$155K | 0.32% | 83 |
|
|
2023
Q4 | $605K | Buy |
11,791
+3,973
| +51% | +$204K | 0.25% | 102 |
|
|
2023
Q3 | $454K | Sell |
7,818
-3,369
| -30% | -$196K | 0.21% | 110 |
|
|
2023
Q2 | $715K | Buy |
11,187
+405
| +4% | +$25.9K | 0.31% | 91 |
|
|
2023
Q1 | $747K | Buy |
10,782
+5,598
| +108% | +$388K | 0.34% | 82 |
|
|
2022
Q4 | $373K | Buy |
+5,184
| New | +$373K | 0.19% | 121 |
|