Souders Financial 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 | $362K | Buy |
7,828
+995
| +15% | +$46.1K | 0.05% | 151 |
|
|
2025
Q1 | $417K | Buy |
6,833
+471
| +7% | +$28.7K | 0.06% | 139 |
|
|
2024
Q4 | $360K | Buy |
6,362
+558
| +10% | +$31.6K | 0.05% | 141 |
|
|
2024
Q3 | $300K | Sell |
5,804
-71
| -1% | -$3.67K | 0.04% | 143 |
|
|
2024
Q2 | $244K | Sell |
5,875
-955
| -14% | -$39.7K | 0.04% | 150 |
|
|
2024
Q1 | $370K | Buy |
+6,830
| New | +$370K | 0.06% | 137 |
|
|
2023
Q4 | – | Sell |
-6,153
| Closed | -$357K | – | 154 |
|
|
2023
Q3 | $357K | Buy |
6,153
+1,902
| +45% | +$110K | 0.07% | 129 |
|
|
2023
Q2 | $272K | Sell |
4,251
-35,620
| -89% | -$2.28M | 0.05% | 141 |
|
|
2023
Q1 | $2.76M | Buy |
39,871
+703
| +2% | +$48.7K | 0.59% | 58 |
|
|
2022
Q4 | $2.82M | Buy |
39,168
+1,164
| +3% | +$83.7K | 0.64% | 53 |
|
|
2022
Q3 | $2.7M | Buy |
38,004
+921
| +2% | +$65.5K | 0.73% | 41 |
|
|
2022
Q2 | $2.86M | Buy |
+37,083
| New | +$2.86M | 0.82% | 34 |
|