Robertson Stephens Wealth Management’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 | $481K | Buy |
10,396
+1,205
| +13% | +$55.8K | 0.02% | 369 |
|
|
2025
Q1 | $561K | Sell |
9,191
-963
| -9% | -$58.7K | 0.02% | 347 |
|
|
2024
Q4 | $574K | Sell |
10,154
-262
| -3% | -$14.8K | 0.02% | 336 |
|
|
2024
Q3 | $539K | Sell |
10,416
-376
| -3% | -$19.5K | 0.02% | 396 |
|
|
2024
Q2 | $448K | Sell |
10,792
-1,197
| -10% | -$49.7K | 0.02% | 345 |
|
|
2024
Q1 | $650K | Buy |
11,989
+216
| +2% | +$11.7K | 0.03% | 294 |
|
|
2023
Q4 | $604K | Sell |
11,773
-5,234
| -31% | -$269K | 0.04% | 279 |
|
|
2023
Q3 | $987K | Sell |
17,007
-1,516
| -8% | -$88K | 0.07% | 210 |
|
|
2023
Q2 | $1.18M | Sell |
18,523
-2,379
| -11% | -$152K | 0.08% | 174 |
|
|
2023
Q1 | $1.45M | Sell |
20,902
-1,073
| -5% | -$74.4K | 0.11% | 156 |
|
|
2022
Q4 | $1.58M | Sell |
21,975
-1,239
| -5% | -$89.1K | 0.15% | 131 |
|
|
2022
Q3 | $1.65M | Buy |
23,214
+785
| +3% | +$55.8K | 0.17% | 105 |
|
|
2022
Q2 | $1.74M | Buy |
22,429
+700
| +3% | +$54.3K | 0.16% | 110 |
|
|
2022
Q1 | $1.6M | Sell |
21,729
-160
| -0.7% | -$11.8K | 0.13% | 137 |
|
|
2021
Q4 | $1.36M | Buy |
21,889
+10,899
| +99% | +$679K | 0.11% | 145 |
|
|
2021
Q3 | $655K | Sell |
10,990
-1,813
| -14% | -$108K | 0.07% | 170 |
|
|
2021
Q2 | $855K | Buy |
12,803
+1,507
| +13% | +$101K | 0.1% | 147 |
|
|
2021
Q1 | $718K | Buy |
11,296
+6,301
| +126% | +$401K | 0.11% | 141 |
|
|
2020
Q4 | $312K | Sell |
4,995
-308
| -6% | -$19.2K | 0.07% | 185 |
|
|
2020
Q3 | $319K | Buy |
5,303
+42
| +0.8% | +$2.53K | 0.08% | 171 |
|
|
2020
Q2 | $309K | Buy |
5,261
+324
| +7% | +$19K | 0.09% | 143 |
|
|
2020
Q1 | $275K | Buy |
+4,937
| New | +$275K | 0.09% | 145 |
|