SFMG 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 | $1.12M | Sell |
24,258
-1,790
| -7% | -$82.9K | 0.08% | 94 |
|
|
2025
Q1 | $1.59M | Sell |
26,048
-1,588
| -6% | -$96.9K | 0.13% | 82 |
|
|
2024
Q4 | $1.56M | Buy |
27,636
+81
| +0.3% | +$4.58K | 0.12% | 81 |
|
|
2024
Q3 | $1.43M | Sell |
27,555
-1,298
| -4% | -$67.2K | 0.12% | 79 |
|
|
2024
Q2 | $1.2M | Sell |
28,853
-614
| -2% | -$25.5K | 0.1% | 87 |
|
|
2024
Q1 | $1.6M | Sell |
29,467
-1,725
| -6% | -$93.5K | 0.14% | 75 |
|
|
2023
Q4 | $1.6M | Sell |
31,192
-1,488
| -5% | -$76.3K | 0.15% | 75 |
|
|
2023
Q3 | $1.9M | Sell |
32,680
-141
| -0.4% | -$8.18K | 0.2% | 66 |
|
|
2023
Q2 | $2.1M | Sell |
32,821
-252
| -0.8% | -$16.1K | 0.22% | 64 |
|
|
2023
Q1 | $2.29M | Sell |
33,073
-2,664
| -7% | -$185K | 0.25% | 58 |
|
|
2022
Q4 | $2.57M | Sell |
35,737
-253
| -0.7% | -$18.2K | 0.29% | 52 |
|
|
2022
Q3 | $2.49M | Buy |
35,990
+129
| +0.4% | +$8.94K | 0.29% | 49 |
|
|
2022
Q2 | $2.76M | Sell |
35,861
-4,171
| -10% | -$321K | 0.32% | 45 |
|
|
2022
Q1 | $2.92M | Sell |
40,032
-9,843
| -20% | -$719K | 0.29% | 48 |
|
|
2021
Q4 | $3.11M | Buy |
49,875
+1,885
| +4% | +$118K | 0.3% | 46 |
|
|
2021
Q3 | $2.84M | Sell |
47,990
-357
| -0.7% | -$21.1K | 0.32% | 47 |
|
|
2021
Q2 | $3.23M | Buy |
48,347
+5,328
| +12% | +$356K | 0.36% | 37 |
|
|
2021
Q1 | $2.72M | Sell |
43,019
-1,900
| -4% | -$120K | 0.31% | 43 |
|
|
2020
Q4 | $2.79M | Sell |
44,919
-223
| -0.5% | -$13.8K | 0.35% | 39 |
|
|
2020
Q3 | $2.72M | Buy |
45,142
+3,873
| +9% | +$234K | 0.38% | 33 |
|
|
2020
Q2 | $2.43M | Buy |
41,269
+31,416
| +319% | +$1.85M | 0.35% | 35 |
|
|
2020
Q1 | $549K | Buy |
9,853
+682
| +7% | +$38K | 0.08% | 70 |
|
|
2019
Q4 | $589K | Buy |
9,171
+2
| +0% | +$128 | 0.07% | 97 |
|
|
2019
Q3 | $465K | Buy |
9,169
+2
| +0% | +$101 | 0.06% | 97 |
|
|
2019
Q2 | $416K | Buy |
9,167
+1,383
| +18% | +$62.8K | 0.06% | 102 |
|
|
2019
Q1 | $371K | Hold |
7,784
| – | – | 0.05% | 102 |
|
|
2018
Q4 | $405K | Hold |
7,784
| – | – | 0.07% | 87 |
|
|
2018
Q3 | $395K | Sell |
7,784
-110
| -1% | -$5.58K | 0.06% | 87 |
|
|
2018
Q2 | $437K | Buy |
7,894
+1,695
| +27% | +$93.8K | 0.07% | 82 |
|
|
2018
Q1 | $392K | Sell |
6,199
-200
| -3% | -$12.6K | 0.07% | 89 |
|
|
2017
Q4 | $392K | Buy |
6,399
+200
| +3% | +$12.3K | 0.07% | 92 |
|
|
2017
Q3 | $395K | Hold |
6,199
| – | – | 0.08% | 79 |
|
|
2017
Q2 | $345K | Sell |
6,199
-771
| -11% | -$42.9K | 0.07% | 84 |
|
|
2017
Q1 | $379K | Sell |
6,970
-360
| -5% | -$19.6K | 0.08% | 72 |
|
|
2016
Q4 | $428K | Buy |
7,330
+2,390
| +48% | +$140K | 0.09% | 68 |
|
|
2016
Q3 | $266K | Hold |
4,940
| – | – | 0.06% | 89 |
|
|
2016
Q2 | $363K | Hold |
4,940
| – | – | 0.08% | 76 |
|
|
2016
Q1 | $316K | Hold |
4,940
| – | – | 0.07% | 76 |
|
|
2015
Q4 | $340K | Buy |
4,940
+550
| +13% | +$37.9K | 0.08% | 83 |
|
|
2015
Q3 | $260K | Sell |
4,390
-100
| -2% | -$5.92K | 0.06% | 92 |
|
|
2015
Q2 | $299K | Sell |
4,490
-5,020
| -53% | -$334K | 0.07% | 87 |
|
|
2015
Q1 | $613K | Buy |
9,510
+4,700
| +98% | +$303K | 0.05% | 84 |
|
|
2014
Q4 | $284K | Sell |
4,810
-185
| -4% | -$10.9K | 0.06% | 90 |
|
|
2014
Q3 | $256K | Buy |
4,995
+135
| +3% | +$6.92K | 0.08% | 67 |
|
|
2014
Q2 | $236K | Sell |
4,860
-600
| -11% | -$29.1K | 0.08% | 71 |
|
|
2014
Q1 | $284K | Buy |
5,460
+100
| +2% | +$5.2K | 0.1% | 60 |
|
|
2013
Q4 | $285K | Sell |
5,360
-500
| -9% | -$26.6K | 0.1% | 55 |
|
|
2013
Q3 | $271K | Sell |
5,860
-4
| -0.1% | -$185 | 0.11% | 53 |
|
|
2013
Q2 | $262K | Buy |
+5,864
| New | +$262K | 0.1% | 54 |
|