Stonegate Investment Group’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
$1.07M Sell
23,149
-4,884
-17% -$226K 0.03% 171
2025
Q1
$1.71M Buy
28,033
+367
+1% +$22.4K 0.05% 124
2024
Q4
$1.56M Buy
27,666
+523
+2% +$29.6K 0.04% 130
2024
Q3
$1.4M Buy
27,143
+25
+0.1% +$1.29K 0.04% 144
2024
Q2
$1.13M Sell
27,118
-1,454
-5% -$60.4K 0.03% 160
2024
Q1
$1.55M Buy
28,572
+24
+0.1% +$1.3K 0.05% 130
2023
Q4
$1.46M Sell
28,548
-11,332
-28% -$581K 0.05% 136
2023
Q3
$2.31M Sell
39,880
-388
-1% -$22.5K 0.08% 93
2023
Q2
$2.58M Sell
40,268
-2
-0% -$128 0.09% 91
2023
Q1
$2.79M Buy
40,270
+94
+0.2% +$6.52K 0.1% 89
2022
Q4
$2.89M Sell
40,176
-113
-0.3% -$8.13K 0.12% 83
2022
Q3
$2.86M Buy
40,289
+212
+0.5% +$15.1K 0.13% 91
2022
Q2
$3.09M Buy
40,077
+11,693
+41% +$900K 0.14% 90
2022
Q1
$2.07M Sell
28,384
-561
-2% -$41K 0.07% 96
2021
Q4
$1.81M Buy
+28,945
New +$1.81M 0.08% 107