Soltis 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 | – | Sell |
-48,311
| Closed | -$2.95M | – | 395 |
|
|
2025
Q1 | $2.95M | Buy |
48,311
+40,468
| +516% | +$2.47M | 0.26% | 97 |
|
|
2024
Q4 | $444K | Buy |
7,843
+461
| +6% | +$26.1K | 0.04% | 249 |
|
|
2024
Q3 | $382K | Buy |
7,382
+573
| +8% | +$29.6K | 0.04% | 253 |
|
|
2024
Q2 | $283K | Buy |
6,809
+631
| +10% | +$26.2K | 0.03% | 268 |
|
|
2024
Q1 | $335K | Sell |
6,178
-2,038
| -25% | -$111K | 0.04% | 238 |
|
|
2023
Q4 | $422K | Buy |
8,216
+1,514
| +23% | +$77.7K | 0.05% | 200 |
|
|
2023
Q3 | $389K | Sell |
6,702
-1,007
| -13% | -$58.4K | 0.05% | 192 |
|
|
2023
Q2 | $493K | Buy |
7,709
+49
| +0.6% | +$3.13K | 0.06% | 174 |
|
|
2023
Q1 | $531K | Buy |
7,660
+93
| +1% | +$6.45K | 0.07% | 169 |
|
|
2022
Q4 | $544K | Sell |
7,567
-1,832
| -19% | -$132K | 0.07% | 164 |
|
|
2022
Q3 | $668K | Buy |
9,399
+3,646
| +63% | +$259K | 0.1% | 144 |
|
|
2022
Q2 | $443K | Buy |
5,753
+1,063
| +23% | +$81.9K | 0.06% | 167 |
|
|
2022
Q1 | $342K | Buy |
4,690
+74
| +2% | +$5.4K | 0.05% | 192 |
|
|
2021
Q4 | $288K | Sell |
4,616
-166
| -3% | -$10.4K | 0.04% | 210 |
|
|
2021
Q3 | $283K | Buy |
4,782
+43
| +0.9% | +$2.55K | 0.04% | 201 |
|
|
2021
Q2 | $317K | Buy |
4,739
+1,495
| +46% | +$100K | 0.05% | 193 |
|
|
2021
Q1 | $205K | Sell |
3,244
-277
| -8% | -$17.5K | 0.04% | 205 |
|
|
2020
Q4 | $218K | Sell |
3,521
-947
| -21% | -$58.6K | 0.04% | 203 |
|
|
2020
Q3 | $269K | Buy |
+4,468
| New | +$269K | 0.06% | 174 |
|