SS&H 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 | $2.45M | Sell |
53,000
-900
| -2% | -$41.7K | 0.82% | 36 |
|
|
2025
Q1 | $3.29M | Hold |
53,900
| – | – | 1.23% | 20 |
|
|
2024
Q4 | $3.05M | Buy |
53,900
+5,025
| +10% | +$284K | 1.11% | 21 |
|
|
2024
Q3 | $2.53M | Buy |
48,875
+1,750
| +4% | +$90.6K | 0.92% | 32 |
|
|
2024
Q2 | $1.96M | Sell |
47,125
-1,000
| -2% | -$41.5K | 0.76% | 38 |
|
|
2024
Q1 | $2.61M | Buy |
48,125
+500
| +1% | +$27.1K | 1.09% | 26 |
|
|
2023
Q4 | $2.44M | Buy |
47,625
+5,372
| +13% | +$276K | 1.04% | 27 |
|
|
2023
Q3 | $2.45M | Buy |
+42,253
| New | +$2.45M | 1.15% | 22 |
|
|
2023
Q1 | $3.13M | Sell |
45,175
-800
| -2% | -$55.4K | 1.43% | 19 |
|
|
2022
Q4 | $3.31M | Hold |
45,975
| – | – | 1.58% | 17 |
|
|
2022
Q3 | $3.27M | Hold |
45,975
| – | – | 1.69% | 17 |
|
|
2022
Q2 | $3.54M | Buy |
45,975
+1,425
| +3% | +$110K | 1.64% | 16 |
|
|
2022
Q1 | $3.25M | Buy |
+44,550
| New | +$3.25M | 1.27% | 23 |
|