Strategic Wealth Partners’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 | $177K | Buy |
+3,824
| New | +$177K | 0.01% | 327 |
|
|
2024
Q4 | $279K | Sell |
4,994
-211
| -4% | -$11.8K | 0.02% | 273 |
|
|
2024
Q3 | $269K | Sell |
5,205
-211
| -4% | -$10.9K | 0.03% | 263 |
|
|
2024
Q2 | $225K | Sell |
5,416
-1,501
| -22% | -$62.3K | 0.02% | 271 |
|
|
2024
Q1 | $375K | Sell |
6,917
-974
| -12% | -$52.8K | 0.04% | 214 |
|
|
2023
Q4 | $405K | Sell |
7,891
-1,253
| -14% | -$64.3K | 0.05% | 206 |
|
|
2023
Q3 | $531K | Buy |
9,144
+1,007
| +12% | +$58.4K | 0.07% | 197 |
|
|
2023
Q2 | $520K | Sell |
8,137
-83
| -1% | -$5.31K | 0.07% | 197 |
|
|
2023
Q1 | $570K | Sell |
8,220
-183
| -2% | -$12.7K | 0.09% | 166 |
|
|
2022
Q4 | $605K | Buy |
8,403
+215
| +3% | +$15.5K | 0.11% | 155 |
|
|
2022
Q3 | $582K | Buy |
8,188
+305
| +4% | +$21.7K | 0.12% | 161 |
|
|
2022
Q2 | $607K | Sell |
7,883
-58,492
| -88% | -$4.5M | 0.13% | 149 |
|
|
2022
Q1 | $4.85M | Sell |
66,375
-5,257
| -7% | -$384K | 0.95% | 23 |
|
|
2021
Q4 | $4.47M | Buy |
71,632
+46,315
| +183% | +$2.89M | 0.85% | 30 |
|
|
2021
Q3 | $1.5M | Buy |
25,317
+5,609
| +28% | +$332K | 0.44% | 63 |
|
|
2021
Q2 | $1.32M | Sell |
19,708
-935
| -5% | -$62.5K | 0.43% | 60 |
|
|
2021
Q1 | $1.3M | Sell |
20,643
-1,341
| -6% | -$84.6K | 0.52% | 51 |
|
|
2020
Q4 | $1.36M | Sell |
21,984
-1,216
| -5% | -$75.4K | 0.57% | 47 |
|
|
2020
Q3 | $1.4M | Sell |
23,200
-4,585
| -17% | -$276K | 0.71% | 37 |
|
|
2020
Q2 | $1.63M | Buy |
27,785
+3,059
| +12% | +$180K | 0.84% | 33 |
|
|
2020
Q1 | $1.59M | Hold |
24,726
| – | – | 0.83% | 30 |
|
|
2019
Q4 | $1.59M | Sell |
24,726
-1,487
| -6% | -$95.4K | 0.83% | 30 |
|
|
2019
Q3 | $101K | Buy |
26,213
+23,880
| +1,024% | +$92.4K | 0.52% | 55 |
|
|
2019
Q2 | $105K | Buy |
2,333
+121
| +5% | +$5.45K | 0.05% | 170 |
|
|
2019
Q1 | $104K | Hold |
2,212
| – | – | 0.05% | 180 |
|
|
2018
Q4 | $106K | Hold |
2,212
| – | – | 0.05% | 165 |
|
|
2018
Q3 | $137K | Sell |
2,212
-100
| -4% | -$6.19K | 0.07% | 152 |
|
|
2018
Q2 | $128K | Sell |
2,312
-827
| -26% | -$45.8K | 0.07% | 170 |
|
|
2018
Q1 | $199K | Buy |
3,139
+3
| +0.1% | +$190 | 0.1% | 154 |
|
|
2017
Q4 | $195K | Buy |
+3,136
| New | +$195K | 0.11% | 149 |
|