Riversedge 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 | $235K | Sell |
5,066
-369
| -7% | -$17.1K | 0.05% | 108 |
|
|
2025
Q1 | $331K | Sell |
5,435
-197
| -3% | -$12K | 0.07% | 82 |
|
|
2024
Q4 | $319K | Buy |
5,632
+583
| +12% | +$33K | 0.07% | 75 |
|
|
2024
Q3 | $261K | Buy |
+5,049
| New | +$261K | 0.06% | 74 |
|
|
2024
Q2 | – | Sell |
-5,388
| Closed | -$292K | – | 94 |
|
|
2024
Q1 | $292K | Buy |
5,388
+208
| +4% | +$11.3K | 0.07% | 67 |
|
|
2023
Q4 | $266K | Sell |
5,180
-511
| -9% | -$26.2K | 0.07% | 67 |
|
|
2023
Q3 | $330K | Buy |
5,691
+178
| +3% | +$10.3K | 0.1% | 57 |
|
|
2023
Q2 | $353K | Sell |
5,513
-301
| -5% | -$19.2K | 0.1% | 58 |
|
|
2023
Q1 | $403K | Sell |
5,814
-394
| -6% | -$27.3K | 0.12% | 55 |
|
|
2022
Q4 | $447K | Buy |
6,208
+168
| +3% | +$12.1K | 0.14% | 53 |
|
|
2022
Q3 | $429K | Hold |
6,040
| – | – | 0.16% | 54 |
|
|
2022
Q2 | $465K | Buy |
6,040
+1
| +0% | +$77 | 0.17% | 48 |
|
|
2022
Q1 | $441K | Hold |
6,039
| – | – | 0.14% | 48 |
|
|
2021
Q4 | $377K | Hold |
6,039
| – | – | 0.12% | 53 |
|
|
2021
Q3 | $357K | Buy |
6,039
+207
| +4% | +$12.2K | 0.12% | 45 |
|
|
2021
Q2 | $390K | Hold |
5,832
| – | – | 0.14% | 35 |
|
|
2021
Q1 | $368K | Sell |
5,832
-524
| -8% | -$33.1K | 0.16% | 34 |
|
|
2020
Q4 | $394K | Buy |
6,356
+436
| +7% | +$27K | 0.18% | 35 |
|
|
2020
Q3 | $357K | Buy |
5,920
+4
| +0.1% | +$241 | 0.19% | 35 |
|
|
2020
Q2 | $348K | Buy |
+5,916
| New | +$348K | 0.2% | 35 |
|