Sax Wealth 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 | $282K | Sell |
6,101
-242
| -4% | -$11.2K | 0.02% | 352 |
|
|
2025
Q1 | $387K | Buy |
6,343
+307
| +5% | +$18.7K | 0.03% | 251 |
|
|
2024
Q4 | $341K | Sell |
6,036
-2,062
| -25% | -$117K | 0.03% | 246 |
|
|
2024
Q3 | $419K | Buy |
8,098
+487
| +6% | +$25.2K | 0.04% | 176 |
|
|
2024
Q2 | $316K | Sell |
7,611
-6,089
| -44% | -$253K | 0.03% | 203 |
|
|
2024
Q1 | $743K | Sell |
13,700
-155
| -1% | -$8.41K | 0.09% | 88 |
|
|
2023
Q4 | $711K | Buy |
13,855
+275
| +2% | +$14.1K | 0.12% | 92 |
|
|
2023
Q3 | $788K | Buy |
13,580
+1,477
| +12% | +$85.7K | 0.16% | 81 |
|
|
2023
Q2 | $774K | Buy |
12,103
+11
| +0.1% | +$703 | 0.15% | 79 |
|
|
2023
Q1 | $838K | Buy |
12,092
+284
| +2% | +$19.7K | 0.18% | 72 |
|
|
2022
Q4 | $850K | Sell |
11,808
-1,400
| -11% | -$101K | 0.2% | 66 |
|
|
2022
Q3 | $939K | Sell |
13,208
-372
| -3% | -$26.4K | 0.24% | 63 |
|
|
2022
Q2 | $1.05M | Sell |
13,580
-1,429
| -10% | -$110K | 0.27% | 60 |
|
|
2022
Q1 | $1.1M | Sell |
15,009
-2,787
| -16% | -$204K | 0.27% | 56 |
|
|
2021
Q4 | $1.11M | Buy |
17,796
+461
| +3% | +$28.8K | 0.23% | 64 |
|
|
2021
Q3 | $1.03M | Buy |
17,335
+2,668
| +18% | +$158K | 0.24% | 63 |
|
|
2021
Q2 | $980K | Sell |
14,667
-46
| -0.3% | -$3.07K | 0.34% | 59 |
|
|
2021
Q1 | $929K | Sell |
14,713
-329
| -2% | -$20.8K | 0.34% | 57 |
|
|
2020
Q4 | $933K | Buy |
+15,042
| New | +$933K | 0.43% | 51 |
|