Security National Bank’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 | $59.9K | Buy |
1,294
+87
| +7% | +$4.03K | 0.01% | 207 |
|
|
2025
Q1 | $73.6K | Hold |
1,207
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $68.3K | Buy |
+1,207
| New | +$68.3K | 0.01% | 187 |
|
|
2018
Q3 | – | Sell |
-50,815
| Closed | -$2.81M | – | 65 |
|
|
2018
Q2 | $2.81M | Buy |
50,815
+3,022
| +6% | +$167K | 1.79% | 27 |
|
|
2018
Q1 | $3.02M | Sell |
47,793
-1,141
| -2% | -$72.1K | 2.02% | 17 |
|
|
2017
Q4 | $3M | Sell |
48,934
-150
| -0.3% | -$9.19K | 1.95% | 21 |
|
|
2017
Q3 | $3.13M | Buy |
49,084
+853
| +2% | +$54.4K | 2.14% | 15 |
|
|
2017
Q2 | $2.69M | Buy |
48,231
+1,967
| +4% | +$110K | 1.96% | 21 |
|
|
2017
Q1 | $2.52M | Buy |
+46,264
| New | +$2.52M | 1.88% | 22 |
|