Signature Estate & Investment 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 | $271K | Sell |
5,846
-3,288
| -36% | -$152K | 0.01% | 491 |
|
|
2025
Q1 | $557K | Buy |
9,134
+410
| +5% | +$25K | 0.01% | 319 |
|
|
2024
Q4 | $493K | Buy |
8,724
+2,775
| +47% | +$157K | 0.01% | 331 |
|
|
2024
Q3 | $308K | Buy |
5,949
+932
| +19% | +$48.2K | 0.01% | 397 |
|
|
2024
Q2 | $208K | Buy |
+5,017
| New | +$208K | 0.01% | 482 |
|
|
2023
Q1 | – | Sell |
-3,149
| Closed | -$227K | – | 177 |
|
|
2022
Q4 | $227K | Sell |
3,149
-137,162
| -98% | -$9.89M | 0.01% | 173 |
|
|
2022
Q3 | $9.98M | Buy |
140,311
+7,443
| +6% | +$529K | 0.47% | 34 |
|
|
2022
Q2 | $10.2M | Sell |
132,868
-26,791
| -17% | -$2.06M | 0.52% | 33 |
|
|
2022
Q1 | $11.7M | Sell |
159,659
-2,987
| -2% | -$218K | 0.53% | 35 |
|
|
2021
Q4 | $10.1M | Buy |
162,646
+19,399
| +14% | +$1.21M | 0.45% | 38 |
|
|
2021
Q3 | $8.48M | Buy |
143,247
+16,894
| +13% | +$1,000K | 0.42% | 39 |
|
|
2021
Q2 | $8.44M | Buy |
126,353
+11,221
| +10% | +$750K | 0.38% | 39 |
|
|
2021
Q1 | $7.27M | Buy |
115,132
+15,537
| +16% | +$981K | 0.35% | 42 |
|
|
2020
Q4 | $6.18M | Buy |
99,595
+8,355
| +9% | +$518K | 0.33% | 44 |
|
|
2020
Q3 | $5.5M | Buy |
91,240
+6,751
| +8% | +$407K | 0.34% | 44 |
|
|
2020
Q2 | $4.97M | Buy |
84,489
+3,380
| +4% | +$199K | 0.35% | 41 |
|
|
2020
Q1 | $4.52M | Buy |
81,109
+955
| +1% | +$53.2K | 0.36% | 43 |
|
|
2019
Q4 | $5.15M | Buy |
+80,154
| New | +$5.15M | 0.31% | 51 |
|
|
2016
Q3 | – | Sell |
-3,711
| Closed | -$273K | – | 159 |
|
|
2016
Q2 | $273K | Buy |
+3,711
| New | +$273K | 0.04% | 101 |
|