SBIA
Sheaff Brock Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.65M | Sell |
27,067
-2,048
| -7% | -$125K | 0.15% | 119 |
|
|
2024
Q4 | $1.65M | Sell |
29,115
-15,431
| -35% | -$873K | 0.14% | 123 |
|
|
2024
Q3 | $2.3M | Buy |
44,546
+11,387
| +34% | +$589K | 0.2% | 97 |
|
|
2024
Q2 | $1.38M | Sell |
33,159
-795
| -2% | -$33K | 0.13% | 133 |
|
|
2024
Q1 | $1.84M | Buy |
33,954
+808
| +2% | +$43.8K | 0.12% | 120 |
|
|
2023
Q4 | $1.7M | Sell |
33,146
-1,612
| -5% | -$82.7K | 0.13% | 115 |
|
|
2023
Q3 | $2.02M | Sell |
34,758
-2,329
| -6% | -$135K | 0.18% | 98 |
|
|
2023
Q2 | $2.37M | Sell |
37,087
-2,756
| -7% | -$176K | 0.2% | 92 |
|
|
2023
Q1 | $2.76M | Sell |
39,843
-1,307
| -3% | -$90.6K | 0.25% | 79 |
|
|
2022
Q4 | $2.96M | Sell |
41,150
-357
| -0.9% | -$25.7K | 0.29% | 69 |
|
|
2022
Q3 | $2.95M | Buy |
41,507
+792
| +2% | +$56.3K | 0.32% | 69 |
|
|
2022
Q2 | $3.14M | Sell |
40,715
-3,575
| -8% | -$275K | 0.26% | 67 |
|
|
2022
Q1 | $3.23M | Sell |
44,290
-12,526
| -22% | -$915K | 0.23% | 73 |
|
|
2021
Q4 | $3.54M | Sell |
56,816
-1,192
| -2% | -$74.3K | 0.24% | 72 |
|
|
2021
Q3 | $3.43M | Sell |
58,008
-72,417
| -56% | -$4.29M | 0.25% | 69 |
|
|
2021
Q2 | $8.72M | Sell |
130,425
-266
| -0.2% | -$17.8K | 0.63% | 21 |
|
|
2021
Q1 | $8.25M | Sell |
130,691
-301
| -0.2% | -$19K | 0.65% | 23 |
|
|
2020
Q4 | $8.13M | Buy |
130,992
+11,591
| +10% | +$719K | 0.68% | 20 |
|
|
2020
Q3 | $7.2M | Sell |
119,401
-38,040
| -24% | -$2.29M | 0.66% | 19 |
|
|
2020
Q2 | $9.26M | Sell |
157,441
-53
| -0% | -$3.12K | 0.92% | 10 |
|
|
2020
Q1 | $8.78M | Sell |
157,494
-15,891
| -9% | -$886K | 1.16% | 8 |
|
|
2019
Q4 | $11.1M | Buy |
173,385
+144,781
| +506% | +$9.29M | 1.08% | 9 |
|
|
2019
Q3 | $1.45M | Sell |
28,604
-304
| -1% | -$15.4K | 0.16% | 94 |
|
|
2019
Q2 | $1.31M | Sell |
28,908
-99,986
| -78% | -$4.53M | 0.14% | 103 |
|
|
2019
Q1 | $6.15M | Buy |
128,894
+1,700
| +1% | +$81.1K | 0.75% | 28 |
|
|
2018
Q4 | $6.61M | Sell |
127,194
-1,229
| -1% | -$63.9K | 1.04% | 20 |
|
|
2018
Q3 | $7.97M | Sell |
128,423
-1,181
| -0.9% | -$73.3K | 0.75% | 18 |
|
|
2018
Q2 | $7.17M | Sell |
129,604
-1,967
| -1% | -$109K | 0.7% | 26 |
|
|
2018
Q1 | $8.32M | Buy |
131,571
+2,449
| +2% | +$155K | 0.86% | 18 |
|
|
2017
Q4 | $7.91M | Sell |
129,122
-24,730
| -16% | -$1.52M | 1.03% | 20 |
|
|
2017
Q3 | $9.81M | Buy |
153,852
+92,715
| +152% | +$5.91M | 1.29% | 12 |
|
|
2017
Q2 | $3.41M | Sell |
61,137
-3,862
| -6% | -$215K | 0.45% | 53 |
|
|
2017
Q1 | $3.54M | Buy |
64,999
+910
| +1% | +$49.5K | 0.46% | 50 |
|
|
2016
Q4 | $3.75M | Sell |
64,089
-5,182
| -7% | -$303K | 0.47% | 50 |
|
|
2016
Q3 | $3.74M | Buy |
69,271
+10,901
| +19% | +$588K | 0.5% | 47 |
|
|
2016
Q2 | $4.29M | Sell |
58,370
-200
| -0.3% | -$14.7K | 0.54% | 45 |
|
|
2016
Q1 | $3.74M | Sell |
58,570
-162
| -0.3% | -$10.3K | 0.46% | 45 |
|
|
2015
Q4 | $4.04M | Buy |
+58,732
| New | +$4.04M | 0.46% | 47 |
|