Stiles Financial Services’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 | $837K | Sell |
18,078
-2,527
| -12% | -$117K | 0.29% | 87 |
|
|
2025
Q1 | $1.26M | Sell |
20,605
-4,643
| -18% | -$283K | 0.48% | 67 |
|
|
2024
Q4 | $1.43M | Buy |
25,248
+501
| +2% | +$28.3K | 0.52% | 61 |
|
|
2024
Q3 | $1.28M | Buy |
24,747
+222
| +0.9% | +$11.5K | 0.45% | 71 |
|
|
2024
Q2 | $1.02M | Buy |
24,525
+1,809
| +8% | +$75.1K | 0.39% | 75 |
|
|
2024
Q1 | $1.23M | Buy |
22,716
+8,267
| +57% | +$448K | 0.49% | 68 |
|
|
2023
Q4 | $741K | Buy |
14,449
+5,011
| +53% | +$257K | 0.34% | 79 |
|
|
2023
Q3 | $548K | Buy |
9,438
+2,951
| +45% | +$171K | 0.28% | 97 |
|
|
2023
Q2 | $415K | Buy |
6,487
+1,129
| +21% | +$72.2K | 0.21% | 117 |
|
|
2023
Q1 | $371K | Buy |
5,358
+175
| +3% | +$12.1K | 0.2% | 120 |
|
|
2022
Q4 | $373K | Buy |
5,183
+22
| +0.4% | +$1.58K | 0.21% | 119 |
|
|
2022
Q3 | $367K | Sell |
5,161
-121
| -2% | -$8.6K | 0.22% | 111 |
|
|
2022
Q2 | $407K | Sell |
5,282
-1,086
| -17% | -$83.7K | 0.24% | 105 |
|
|
2022
Q1 | $465K | Buy |
6,368
+141
| +2% | +$10.3K | 0.23% | 107 |
|
|
2021
Q4 | $388K | Buy |
+6,227
| New | +$388K | 0.19% | 122 |
|