Sequoia 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 | $7.1M | Buy |
153,451
+7,319
| +5% | +$339K | 0.05% | 218 |
|
|
2025
Q1 | $8.91M | Sell |
146,132
-5,568
| -4% | -$340K | 0.07% | 203 |
|
|
2024
Q4 | $8.58M | Buy |
151,700
+8,745
| +6% | +$495K | 0.08% | 193 |
|
|
2024
Q3 | $7.4M | Buy |
142,955
+41,276
| +41% | +$2.14M | 0.08% | 176 |
|
|
2024
Q2 | $4.22M | Sell |
101,679
-17,614
| -15% | -$732K | 0.05% | 210 |
|
|
2024
Q1 | $6.47M | Buy |
119,293
+42,244
| +55% | +$2.29M | 0.08% | 174 |
|
|
2023
Q4 | $3.95M | Buy |
77,049
+42,301
| +122% | +$2.17M | 0.05% | 240 |
|
|
2023
Q3 | $2.02M | Sell |
34,748
-589
| -2% | -$34.2K | 0.04% | 230 |
|
|
2023
Q2 | $2.26M | Buy |
35,337
+1,870
| +6% | +$120K | 0.04% | 226 |
|
|
2023
Q1 | $2.32M | Buy |
33,467
+1,454
| +5% | +$101K | 0.05% | 201 |
|
|
2022
Q4 | $2.3M | Buy |
32,013
+11,401
| +55% | +$820K | 0.06% | 191 |
|
|
2022
Q3 | $1.47M | Sell |
20,612
-1,780
| -8% | -$127K | 0.05% | 181 |
|
|
2022
Q2 | $1.72M | Sell |
22,392
-2,946
| -12% | -$227K | 0.05% | 190 |
|
|
2022
Q1 | $1.85M | Buy |
25,338
+5,704
| +29% | +$416K | 0.05% | 199 |
|
|
2021
Q4 | $1.22M | Buy |
19,634
+14,550
| +286% | +$907K | 0.03% | 222 |
|
|
2021
Q3 | $301K | Sell |
5,084
-15,976
| -76% | -$946K | 0.03% | 201 |
|
|
2021
Q2 | $1.41M | Buy |
21,060
+2,699
| +15% | +$180K | 0.05% | 174 |
|
|
2021
Q1 | $1.16M | Buy |
18,361
+1,038
| +6% | +$65.5K | 0.05% | 176 |
|
|
2020
Q4 | $1.08M | Buy |
17,323
+821
| +5% | +$50.9K | 0.05% | 182 |
|
|
2020
Q3 | $995K | Buy |
16,502
+228
| +1% | +$13.7K | 0.05% | 167 |
|
|
2020
Q2 | $957K | Sell |
16,274
-3,535
| -18% | -$208K | 0.06% | 156 |
|
|
2020
Q1 | $1.1M | Sell |
19,809
-67,499
| -77% | -$3.76M | 0.08% | 111 |
|
|
2019
Q4 | $5.6M | Buy |
87,308
+53,511
| +158% | +$3.43M | 0.36% | 42 |
|
|
2019
Q3 | $1.71M | Buy |
33,797
+21,243
| +169% | +$1.08M | 0.12% | 96 |
|
|
2019
Q2 | $569K | Buy |
12,554
+4,312
| +52% | +$195K | 0.04% | 174 |
|
|
2019
Q1 | $393K | Sell |
8,242
-108
| -1% | -$5.15K | 0.03% | 227 |
|
|
2018
Q4 | $434K | Sell |
8,350
-30
| -0.4% | -$1.56K | 0.05% | 155 |
|
|
2018
Q3 | $520K | Sell |
8,380
-897
| -10% | -$55.7K | 0.05% | 157 |
|
|
2018
Q2 | $513K | Buy |
9,277
+334
| +4% | +$18.5K | 0.05% | 156 |
|
|
2018
Q1 | $566K | Buy |
8,943
+1,022
| +13% | +$64.7K | 0.06% | 151 |
|
|
2017
Q4 | $485K | Buy |
7,921
+1,268
| +19% | +$77.6K | 0.05% | 169 |
|
|
2017
Q3 | $424K | Sell |
6,653
-780
| -10% | -$49.7K | 0.05% | 170 |
|
|
2017
Q2 | $414K | Buy |
7,433
+358
| +5% | +$19.9K | 0.05% | 163 |
|
|
2017
Q1 | $385K | Buy |
7,075
+826
| +13% | +$44.9K | 0.05% | 163 |
|
|
2016
Q4 | $365K | Buy |
6,249
+251
| +4% | +$14.7K | 0.05% | 167 |
|
|
2016
Q3 | $323K | Sell |
5,998
-1,085
| -15% | -$58.4K | 0.06% | 161 |
|
|
2016
Q2 | $521K | Buy |
7,083
+225
| +3% | +$16.6K | 0.15% | 111 |
|
|
2016
Q1 | $438K | Buy |
6,858
+1,203
| +21% | +$76.8K | 0.14% | 102 |
|
|
2015
Q4 | $389K | Buy |
5,655
+1,022
| +22% | +$70.3K | 0.16% | 101 |
|
|
2015
Q3 | $274K | Sell |
4,633
-422
| -8% | -$25K | 0.12% | 128 |
|
|
2015
Q2 | $336K | Sell |
5,055
-15
| -0.3% | -$997 | 0.14% | 127 |
|
|
2015
Q1 | $327K | Buy |
5,070
+79
| +2% | +$5.1K | 0.15% | 119 |
|
|
2014
Q4 | $295K | Sell |
4,991
-151
| -3% | -$8.93K | 0.2% | 108 |
|
|
2014
Q3 | $263K | Buy |
+5,142
| New | +$263K | 0.18% | 125 |
|
|
2014
Q2 | – | Sell |
-4,069
| Closed | -$211K | – | 160 |
|
|
2014
Q1 | $211K | Buy |
+4,069
| New | +$211K | 0.18% | 147 |
|