Selective 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 | $229K | Sell |
4,801
-800
| -14% | -$38.1K | 0.08% | 93 |
|
|
2025
Q1 | $284K | Sell |
5,601
-111
| -2% | -$5.63K | 0.12% | 78 |
|
|
2024
Q4 | $318K | Sell |
5,712
-2,122
| -27% | -$118K | 0.13% | 73 |
|
|
2024
Q3 | $411K | Sell |
7,834
-179
| -2% | -$9.39K | 0.17% | 65 |
|
|
2024
Q2 | $327K | Sell |
8,013
-41
| -0.5% | -$1.68K | 0.14% | 76 |
|
|
2024
Q1 | $405K | Sell |
8,054
-200
| -2% | -$10.1K | 0.18% | 69 |
|
|
2023
Q4 | $430K | Sell |
8,254
-928
| -10% | -$48.3K | 0.22% | 51 |
|
|
2023
Q3 | $521K | Sell |
9,182
-1,469
| -14% | -$83.3K | 0.29% | 40 |
|
|
2023
Q2 | $665K | Buy |
+10,651
| New | +$665K | 0.33% | 39 |
|
|
2022
Q4 | $848K | Sell |
11,433
-5,400
| -32% | -$400K | 0.45% | 35 |
|
|
2022
Q3 | $1.2M | Sell |
16,833
-11,323
| -40% | -$805K | 0.51% | 33 |
|
|
2022
Q2 | $2.17M | Sell |
28,156
-85
| -0.3% | -$6.55K | 0.77% | 27 |
|
|
2022
Q1 | $2.06M | Sell |
28,241
-1,790
| -6% | -$131K | 0.75% | 23 |
|
|
2021
Q4 | $1.87M | Sell |
30,031
-335
| -1% | -$20.9K | 0.76% | 24 |
|
|
2021
Q3 | $1.8M | Sell |
30,366
-14,100
| -32% | -$834K | 0.95% | 21 |
|
|
2021
Q2 | $2.97M | Sell |
44,466
-15,035
| -25% | -$1M | 2.37% | 8 |
|
|
2021
Q1 | $3.76M | Sell |
59,501
-9,295
| -14% | -$587K | 3.42% | 8 |
|
|
2020
Q4 | $4.27M | Buy |
68,796
+9,454
| +16% | +$586K | 2.76% | 10 |
|
|
2020
Q3 | $3.58M | Buy |
59,342
+855
| +1% | +$51.6K | 2.81% | 10 |
|
|
2020
Q2 | $3.44M | Buy |
58,487
+55,804
| +2,080% | +$3.28M | 2.85% | 10 |
|
|
2020
Q1 | $150K | Buy |
2,683
+4
| +0.1% | +$224 | 0.23% | 29 |
|
|
2019
Q4 | $172K | Sell |
2,679
-106
| -4% | -$6.81K | 0.21% | 35 |
|
|
2019
Q3 | $141K | Buy |
+2,785
| New | +$141K | 0.19% | 42 |
|
|
2018
Q3 | $184K | Buy |
+2,970
| New | +$184K | 2.2% | 15 |
|