Spire 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 | $367K | Sell |
7,928
-10,120
| -56% | -$468K | 0.01% | 583 |
|
|
2025
Q1 | $1.1M | Sell |
18,048
-290
| -2% | -$17.7K | 0.04% | 384 |
|
|
2024
Q4 | $1.04M | Buy |
18,338
+760
| +4% | +$43K | 0.03% | 383 |
|
|
2024
Q3 | $909K | Sell |
17,578
-1,965
| -10% | -$102K | 0.03% | 390 |
|
|
2024
Q2 | $812K | Sell |
19,543
-309
| -2% | -$12.8K | 0.03% | 387 |
|
|
2024
Q1 | $1.08M | Buy |
19,852
+2,443
| +14% | +$132K | 0.02% | 361 |
|
|
2023
Q4 | $872K | Sell |
17,409
-1,753
| -9% | -$87.8K | 0.03% | 395 |
|
|
2023
Q3 | $1.11M | Sell |
19,162
-2,943
| -13% | -$171K | 0.04% | 310 |
|
|
2023
Q2 | $1.41M | Sell |
22,105
-3,251
| -13% | -$208K | 0.05% | 281 |
|
|
2023
Q1 | $1.76M | Buy |
25,356
+9,092
| +56% | +$630K | 0.07% | 244 |
|
|
2022
Q4 | $1.17M | Buy |
16,264
+656
| +4% | +$47.2K | 0.07% | 216 |
|
|
2022
Q3 | $1.11M | Sell |
15,608
-11,800
| -43% | -$839K | 0.07% | 199 |
|
|
2022
Q2 | $2.11M | Buy |
27,408
+997
| +4% | +$76.8K | 0.09% | 206 |
|
|
2022
Q1 | $1.93M | Sell |
26,411
-31,537
| -54% | -$2.3M | 0.05% | 286 |
|
|
2021
Q4 | $3.61M | Buy |
57,948
+27,771
| +92% | +$1.73M | 0.08% | 209 |
|
|
2021
Q3 | $1.79M | Buy |
30,177
+1,729
| +6% | +$102K | 0.05% | 306 |
|
|
2021
Q2 | $1.9M | Sell |
28,448
-39,941
| -58% | -$2.67M | 0.05% | 300 |
|
|
2021
Q1 | $3.64M | Buy |
+68,389
| New | +$3.64M | 0.1% | 190 |
|