Smith Salley 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 | $430K | Hold |
9,296
| – | – | 0.02% | 183 |
|
|
2025
Q1 | $567K | Hold |
9,296
| – | – | 0.04% | 169 |
|
|
2024
Q4 | $526K | Sell |
9,296
-269
| -3% | -$15.2K | 0.03% | 169 |
|
|
2024
Q3 | $495K | Sell |
9,565
-578
| -6% | -$29.9K | 0.03% | 174 |
|
|
2024
Q2 | $421K | Sell |
10,143
-5,204
| -34% | -$216K | 0.03% | 178 |
|
|
2024
Q1 | $832K | Buy |
15,347
+7,676
| +100% | +$416K | 0.06% | 139 |
|
|
2023
Q4 | $394K | Sell |
7,671
-5,795
| -43% | -$297K | 0.03% | 197 |
|
|
2023
Q3 | $782K | Buy |
13,466
+917
| +7% | +$53.2K | 0.06% | 143 |
|
|
2023
Q2 | $802K | Sell |
12,549
-150
| -1% | -$9.59K | 0.06% | 139 |
|
|
2023
Q1 | $880K | Buy |
12,699
+626
| +5% | +$43.4K | 0.07% | 137 |
|
|
2022
Q4 | $869K | Buy |
12,073
+670
| +6% | +$48.2K | 0.07% | 134 |
|
|
2022
Q3 | $811K | Buy |
11,403
+118
| +1% | +$8.39K | 0.08% | 133 |
|
|
2022
Q2 | $868K | Buy |
11,285
+1,710
| +18% | +$132K | 0.08% | 136 |
|
|
2022
Q1 | $699K | Sell |
9,575
-1,384
| -13% | -$101K | 0.05% | 163 |
|
|
2021
Q4 | $683K | Sell |
10,959
-2,550
| -19% | -$159K | 0.05% | 172 |
|
|
2021
Q3 | $799K | Buy |
13,509
+1,725
| +15% | +$102K | 0.06% | 156 |
|
|
2021
Q2 | $788K | Buy |
11,784
+884
| +8% | +$59.1K | 0.06% | 156 |
|
|
2021
Q1 | $688K | Buy |
10,900
+1,876
| +21% | +$118K | 0.06% | 149 |
|
|
2020
Q4 | $559K | Buy |
9,024
+43
| +0.5% | +$2.66K | 0.06% | 147 |
|
|
2020
Q3 | $541K | Buy |
8,981
+6
| +0.1% | +$361 | 0.07% | 124 |
|
|
2020
Q2 | $528K | Sell |
8,975
-5,675
| -39% | -$334K | 0.07% | 124 |
|
|
2020
Q1 | $817K | Sell |
14,650
-3,342
| -19% | -$186K | 0.14% | 100 |
|
|
2019
Q4 | $1.16M | Buy |
17,992
+13,981
| +349% | +$898K | 0.15% | 97 |
|
|
2019
Q3 | $203K | Buy |
+4,011
| New | +$203K | 0.03% | 186 |
|
|
2019
Q2 | – | Sell |
-5,899
| Closed | -$281K | – | 191 |
|
|
2019
Q1 | $281K | Sell |
5,899
-18
| -0.3% | -$857 | 0.05% | 156 |
|
|
2018
Q4 | $308K | Sell |
5,917
-57
| -1% | -$2.97K | 0.06% | 141 |
|
|
2018
Q3 | $371K | Buy |
5,974
+714
| +14% | +$44.3K | 0.06% | 138 |
|
|
2018
Q2 | $291K | Sell |
5,260
-3,197
| -38% | -$177K | 0.05% | 149 |
|
|
2018
Q1 | $535K | Buy |
8,457
+167
| +2% | +$10.6K | 0.1% | 112 |
|
|
2017
Q4 | $508K | Buy |
8,290
+133
| +2% | +$8.15K | 0.09% | 119 |
|
|
2017
Q3 | $520K | Buy |
8,157
+3,382
| +71% | +$216K | 0.1% | 114 |
|
|
2017
Q2 | $266K | Sell |
4,775
-321
| -6% | -$17.9K | 0.05% | 147 |
|
|
2017
Q1 | $277K | Sell |
5,096
-54,854
| -91% | -$2.98M | 0.06% | 138 |
|
|
2016
Q4 | $3.5M | Sell |
59,950
-121
| -0.2% | -$7.07K | 0.73% | 52 |
|
|
2016
Q3 | $3.24M | Buy |
60,071
+10,323
| +21% | +$557K | 0.72% | 56 |
|
|
2016
Q2 | $3.66M | Buy |
49,748
+8,085
| +19% | +$595K | 0.85% | 46 |
|
|
2016
Q1 | $2.66M | Buy |
41,663
+485
| +1% | +$31K | 0.67% | 51 |
|
|
2015
Q4 | $2.83M | Sell |
41,178
-143
| -0.3% | -$9.84K | 0.71% | 49 |
|
|
2015
Q3 | $2.45M | Buy |
41,321
+1,323
| +3% | +$78.3K | 0.66% | 49 |
|
|
2015
Q2 | $2.66M | Sell |
39,998
-5,722
| -13% | -$381K | 0.68% | 50 |
|
|
2015
Q1 | $2.95M | Sell |
45,720
-2,928
| -6% | -$189K | 0.75% | 48 |
|
|
2014
Q4 | $2.87M | Buy |
48,648
+5,203
| +12% | +$307K | 0.75% | 46 |
|
|
2014
Q3 | $2.22M | Buy |
43,445
+14,233
| +49% | +$728K | 0.59% | 52 |
|
|
2014
Q2 | $1.42M | Buy |
29,212
+15,882
| +119% | +$770K | 0.38% | 82 |
|
|
2014
Q1 | $693K | Buy |
13,330
+3,045
| +30% | +$158K | 0.43% | 58 |
|
|
2013
Q4 | $547K | Buy |
10,285
+4,084
| +66% | +$217K | 0.36% | 57 |
|
|
2013
Q3 | $287K | Buy |
6,201
+1,235
| +25% | +$57.2K | 0.23% | 66 |
|
|
2013
Q2 | $222K | Buy |
+4,966
| New | +$222K | 0.18% | 86 |
|