RTD 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 | $1.15M | Buy |
24,848
+3,590
| +17% | +$166K | 0.15% | 60 |
|
|
2025
Q1 | $1.3M | Sell |
21,258
-4,894
| -19% | -$298K | 0.17% | 59 |
|
|
2024
Q4 | $1.48M | Sell |
26,152
-8,737
| -25% | -$494K | 0.19% | 55 |
|
|
2024
Q3 | $1.81M | Sell |
34,889
-3,142
| -8% | -$163K | 0.23% | 52 |
|
|
2024
Q2 | $1.58M | Buy |
+38,031
| New | +$1.58M | 0.21% | 54 |
|
|
2022
Q3 | – | Sell |
-171,935
| Closed | -$13.2M | – | 93 |
|
|
2022
Q2 | $13.2M | Sell |
171,935
-2,997
| -2% | -$231K | 2.03% | 12 |
|
|
2022
Q1 | $12.8M | Buy |
174,932
+28,051
| +19% | +$2.05M | 1.72% | 16 |
|
|
2021
Q4 | $9.16M | Buy |
+146,881
| New | +$9.16M | 1.2% | 20 |
|