Sovereign Financial Group’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 | $605K | Sell |
13,070
-718
| -5% | -$33.2K | 0.12% | 147 |
|
|
2025
Q1 | $841K | Sell |
13,788
-434
| -3% | -$26.5K | 0.19% | 102 |
|
|
2024
Q4 | $804K | Sell |
14,222
-595
| -4% | -$33.7K | 0.18% | 109 |
|
|
2024
Q3 | $767K | Sell |
14,817
-95
| -0.6% | -$4.92K | 0.18% | 111 |
|
|
2024
Q2 | $619K | Buy |
14,912
+1,241
| +9% | +$51.5K | 0.15% | 121 |
|
|
2024
Q1 | $741K | Buy |
13,671
+455
| +3% | +$24.7K | 0.2% | 104 |
|
|
2023
Q4 | $678K | Sell |
13,216
-950
| -7% | -$48.7K | 0.21% | 92 |
|
|
2023
Q3 | $822K | Sell |
14,166
-1,379
| -9% | -$80K | 0.29% | 72 |
|
|
2023
Q2 | $994K | Buy |
15,545
+916
| +6% | +$58.6K | 0.32% | 76 |
|
|
2023
Q1 | $1.01M | Buy |
14,629
+1,262
| +9% | +$87.5K | 0.38% | 69 |
|
|
2022
Q4 | $962K | Buy |
13,367
+1,457
| +12% | +$105K | 0.38% | 69 |
|
|
2022
Q3 | $847K | Sell |
11,910
-39
| -0.3% | -$2.77K | 0.34% | 72 |
|
|
2022
Q2 | $920K | Sell |
11,949
-84
| -0.7% | -$6.47K | 0.36% | 72 |
|
|
2022
Q1 | $879K | Buy |
12,033
+1,078
| +10% | +$78.7K | 0.33% | 78 |
|
|
2021
Q4 | $683K | Buy |
10,955
+77
| +0.7% | +$4.8K | 0.27% | 95 |
|
|
2021
Q3 | $644K | Sell |
10,878
-299
| -3% | -$17.7K | 0.37% | 61 |
|
|
2021
Q2 | $706K | Hold |
11,177
| – | – | 0.43% | 52 |
|
|
2021
Q1 | $706K | Buy |
11,177
+984
| +10% | +$62.2K | 0.44% | 50 |
|
|
2020
Q4 | $632K | Buy |
+10,193
| New | +$632K | 0.46% | 53 |
|