Successful Portfolios’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 | $226K | Sell |
4,887
-72
| -1% | -$3.33K | 0.14% | 151 |
|
|
2025
Q1 | $302K | Sell |
4,959
-78
| -2% | -$4.76K | 0.21% | 108 |
|
|
2024
Q4 | $285K | Buy |
5,037
+3
| +0.1% | +$170 | 0.19% | 106 |
|
|
2024
Q3 | $260K | Sell |
5,034
-23
| -0.5% | -$1.19K | 0.18% | 123 |
|
|
2024
Q2 | $210K | Sell |
5,057
-303
| -6% | -$12.6K | 0.15% | 144 |
|
|
2024
Q1 | $291K | Sell |
5,360
-237
| -4% | -$12.9K | 0.2% | 106 |
|
|
2023
Q4 | $287K | Buy |
5,597
+203
| +4% | +$10.4K | 0.21% | 112 |
|
|
2023
Q3 | $313K | Buy |
5,394
+17
| +0.3% | +$987 | 0.28% | 88 |
|
|
2023
Q2 | $344K | Sell |
5,377
-1,160
| -18% | -$74.2K | 0.3% | 75 |
|
|
2023
Q1 | $453K | Sell |
6,537
-399
| -6% | -$27.7K | 0.28% | 89 |
|
|
2022
Q4 | $499K | Sell |
6,936
-15
| -0.2% | -$1.08K | 0.33% | 75 |
|
|
2022
Q3 | $494K | Sell |
6,951
-117
| -2% | -$8.32K | 0.36% | 73 |
|
|
2022
Q2 | $544K | Sell |
7,068
-94
| -1% | -$7.24K | 0.37% | 68 |
|
|
2022
Q1 | $523K | Sell |
7,162
-150
| -2% | -$11K | 0.3% | 87 |
|
|
2021
Q4 | $456K | Sell |
7,312
-75
| -1% | -$4.68K | 0.25% | 101 |
|
|
2021
Q3 | $437K | Buy |
7,387
+2,970
| +67% | +$176K | 0.26% | 104 |
|
|
2021
Q2 | $295K | Hold |
4,417
| – | – | 0.18% | 145 |
|
|
2021
Q1 | $279K | Sell |
4,417
-100
| -2% | -$6.32K | 0.18% | 141 |
|
|
2020
Q4 | $280K | Hold |
4,517
| – | – | 0.2% | 133 |
|
|
2020
Q3 | $272K | Hold |
4,517
| – | – | 0.22% | 125 |
|
|
2020
Q2 | $266K | Hold |
4,517
| – | – | 0.23% | 121 |
|
|
2020
Q1 | $252K | Sell |
4,517
-45
| -1% | -$2.51K | 0.25% | 106 |
|
|
2019
Q4 | $293K | Buy |
4,562
+200
| +5% | +$12.8K | 0.26% | 107 |
|
|
2019
Q3 | $221K | Buy |
+4,362
| New | +$221K | 0.21% | 130 |
|
|
2019
Q1 | – | Sell |
-4,013
| Closed | -$209K | – | 140 |
|
|
2018
Q4 | $209K | Sell |
4,013
-10
| -0.2% | -$521 | 0.27% | 112 |
|
|
2018
Q3 | $250K | Hold |
4,023
| – | – | 0.27% | 113 |
|
|
2018
Q2 | $223K | Buy |
4,023
+32
| +0.8% | +$1.77K | 0.26% | 113 |
|
|
2018
Q1 | $252K | Sell |
3,991
-5
| -0.1% | -$316 | 0.31% | 105 |
|
|
2017
Q4 | $245K | Buy |
+3,996
| New | +$245K | 0.3% | 105 |
|