SFS
Sowell Financial Services’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
56,368
+1,028
| +2% | +$47.6K | 0.11% | 200 |
|
|
2025
Q1 | $3.38M | Sell |
55,340
-1,483
| -3% | -$90.4K | 0.15% | 139 |
|
|
2024
Q4 | $3.21M | Sell |
56,823
-2,277
| -4% | -$129K | 0.17% | 140 |
|
|
2024
Q3 | $3.06M | Sell |
59,100
-1,820
| -3% | -$94.2K | 0.14% | 162 |
|
|
2024
Q2 | $2.53M | Buy |
60,920
+2,684
| +5% | +$111K | 0.12% | 176 |
|
|
2024
Q1 | $3.16M | Buy |
58,236
+4,780
| +9% | +$259K | 0.15% | 157 |
|
|
2023
Q4 | $2.74M | Buy |
53,456
+5,312
| +11% | +$273K | 0.15% | 160 |
|
|
2023
Q3 | $2.79M | Buy |
48,144
+6,056
| +14% | +$351K | 0.18% | 142 |
|
|
2023
Q2 | $2.69M | Buy |
42,088
+17,255
| +69% | +$1.1M | 0.15% | 158 |
|
|
2023
Q1 | $1.72M | Sell |
24,833
-23,410
| -49% | -$1.62M | 0.13% | 182 |
|
|
2022
Q4 | $3.47M | Buy |
48,243
+17,944
| +59% | +$1.29M | 0.22% | 116 |
|
|
2022
Q3 | $2.15M | Sell |
30,299
-12,965
| -30% | -$922K | 0.22% | 127 |
|
|
2022
Q2 | $3.35M | Buy |
43,264
+17,092
| +65% | +$1.32M | 0.31% | 73 |
|
|
2022
Q1 | $1.92M | Sell |
26,172
-62,618
| -71% | -$4.6M | 0.34% | 56 |
|
|
2021
Q4 | $5.54M | Buy |
88,790
+3,176
| +4% | +$198K | 0.32% | 67 |
|
|
2021
Q3 | $5.11M | Buy |
85,614
+2,003
| +2% | +$119K | 0.34% | 65 |
|
|
2021
Q2 | $5.59M | Sell |
83,611
-9,090
| -10% | -$607K | 0.37% | 67 |
|
|
2021
Q1 | $5.98M | Buy |
92,701
+11,873
| +15% | +$765K | 0.21% | 102 |
|
|
2020
Q4 | $5.01M | Sell |
80,828
-2,972
| -4% | -$184K | 0.21% | 99 |
|
|
2020
Q3 | $5.05M | Buy |
83,800
+15,703
| +23% | +$947K | 0.25% | 89 |
|
|
2020
Q2 | $4M | Buy |
68,097
+42,703
| +168% | +$2.51M | 0.22% | 104 |
|
|
2020
Q1 | $1.42M | Buy |
25,394
+1,693
| +7% | +$94.3K | 0.1% | 199 |
|
|
2019
Q4 | $1.52M | Buy |
23,701
+4,619
| +24% | +$296K | 0.12% | 191 |
|
|
2019
Q3 | $968K | Buy |
+19,082
| New | +$968K | 0.08% | 258 |
|
|
2019
Q1 | $853K | Buy |
17,889
+1,009
| +6% | +$48.1K | 0.1% | 227 |
|
|
2018
Q4 | $877K | Buy |
+16,880
| New | +$877K | 0.12% | 179 |
|
|
2018
Q3 | – | Sell |
-13,802
| Closed | -$820K | – | 374 |
|
|
2018
Q2 | $820K | Buy |
13,802
+6,467
| +88% | +$384K | 0.17% | 123 |
|
|
2018
Q1 | $378K | Sell |
7,335
-52
| -0.7% | -$2.68K | 0.09% | 183 |
|
|
2017
Q4 | $457K | Buy |
7,387
+44
| +0.6% | +$2.72K | 0.11% | 167 |
|
|
2017
Q3 | $456K | Sell |
7,343
-570
| -7% | -$35.4K | 0.12% | 152 |
|
|
2017
Q2 | $450K | Buy |
7,913
+1,641
| +26% | +$93.3K | 0.13% | 148 |
|
|
2017
Q1 | $338K | Buy |
6,272
+2,326
| +59% | +$125K | 0.1% | 173 |
|
|
2016
Q4 | $212K | Buy |
+3,946
| New | +$212K | 0.07% | 187 |
|