Steward Partners Investment Advisory’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 | $6.94M | Sell |
149,910
-16,278
| -10% | -$754K | 0.05% | 344 |
|
|
2025
Q1 | $10.1M | Buy |
166,188
+9,437
| +6% | +$576K | 0.09% | 222 |
|
|
2024
Q4 | $8.87M | Buy |
156,751
+7,624
| +5% | +$431K | 0.08% | 247 |
|
|
2024
Q3 | $7.72M | Buy |
149,127
+50,527
| +51% | +$2.61M | 0.07% | 273 |
|
|
2024
Q2 | $4.09M | Sell |
98,600
-6,708
| -6% | -$279K | 0.04% | 379 |
|
|
2024
Q1 | $5.71M | Buy |
105,308
+9,092
| +9% | +$493K | 0.06% | 304 |
|
|
2023
Q4 | $4.94M | Sell |
96,216
-7,111
| -7% | -$365K | 0.07% | 291 |
|
|
2023
Q3 | $6M | Sell |
103,327
-48,616
| -32% | -$2.82M | 0.09% | 231 |
|
|
2023
Q2 | $9.72M | Buy |
151,943
+2,198
| +1% | +$141K | 0.15% | 152 |
|
|
2023
Q1 | $10.4M | Sell |
149,745
-21,893
| -13% | -$1.52M | 0.17% | 139 |
|
|
2022
Q4 | $12.3M | Sell |
171,638
-7,495
| -4% | -$539K | 0.21% | 117 |
|
|
2022
Q3 | $12.7M | Buy |
179,133
+59,018
| +49% | +$4.2M | 0.24% | 97 |
|
|
2022
Q2 | $9.25M | Sell |
120,115
-6,182
| -5% | -$476K | 0.17% | 140 |
|
|
2022
Q1 | $9.22M | Sell |
126,297
-110
| -0.1% | -$8.03K | 0.14% | 167 |
|
|
2021
Q4 | $7.88M | Sell |
126,407
-101,811
| -45% | -$6.35M | 0.12% | 192 |
|
|
2021
Q3 | $13.5M | Buy |
228,218
+61,483
| +37% | +$3.64M | 0.23% | 98 |
|
|
2021
Q2 | $11.1M | Sell |
166,735
-35,645
| -18% | -$2.38M | 0.19% | 119 |
|
|
2021
Q1 | $12.8M | Buy |
202,380
+26,825
| +15% | +$1.69M | 0.22% | 106 |
|
|
2020
Q4 | $10.9M | Sell |
175,555
-8,986
| -5% | -$557K | 0.24% | 109 |
|
|
2020
Q3 | $11.1M | Buy |
184,541
+21,595
| +13% | +$1.3M | 0.28% | 85 |
|
|
2020
Q2 | $9.58M | Buy |
162,946
+17,503
| +12% | +$1.03M | 0.27% | 95 |
|
|
2020
Q1 | $8.11M | Buy |
145,443
+1,826
| +1% | +$102K | 0.3% | 86 |
|
|
2019
Q4 | $9.22M | Buy |
143,617
+24,860
| +21% | +$1.6M | 0.27% | 90 |
|
|
2019
Q3 | $6.02M | Buy |
118,757
+947
| +0.8% | +$48K | 0.2% | 119 |
|
|
2019
Q2 | $5.34M | Buy |
117,810
+66,834
| +131% | +$3.03M | 0.2% | 123 |
|
|
2019
Q1 | $2.43M | Buy |
50,976
+828
| +2% | +$39.5K | 0.1% | 203 |
|
|
2018
Q4 | $2.61M | Sell |
50,148
-116
| -0.2% | -$6.03K | 0.13% | 186 |
|
|
2018
Q3 | $3.12M | Buy |
50,264
+7,093
| +16% | +$440K | 0.15% | 155 |
|
|
2018
Q2 | $2.39M | Buy |
43,171
+1,161
| +3% | +$64.2K | 0.14% | 168 |
|
|
2018
Q1 | $2.66M | Sell |
42,010
-2,569
| -6% | -$162K | 0.18% | 129 |
|
|
2017
Q4 | $2.73M | Buy |
44,579
+4,569
| +11% | +$280K | 0.21% | 119 |
|
|
2017
Q3 | $2.55M | Buy |
40,010
+7,475
| +23% | +$476K | 0.26% | 95 |
|
|
2017
Q2 | $1.81M | Buy |
32,535
+12,610
| +63% | +$702K | 0.2% | 118 |
|
|
2017
Q1 | $1.08M | Buy |
19,925
+5,189
| +35% | +$282K | 0.16% | 123 |
|
|
2016
Q4 | $861K | Buy |
+14,736
| New | +$861K | 0.39% | 54 |
|