SVB Wealth’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 | $3.07M | Buy |
+66,361
| New | +$3.07M | 0.16% | 123 |
|
|
2025
Q1 | – | Sell |
-87,294
| Closed | -$4.94M | – | 1525 |
|
|
2024
Q4 | $4.94M | Buy |
+87,294
| New | +$4.94M | 0.09% | 142 |
|
|
2024
Q3 | – | Sell |
-86,707
| Closed | -$3.6M | – | 93 |
|
|
2024
Q2 | $3.6M | Sell |
86,707
-7,272
| -8% | -$302K | 0.09% | 178 |
|
|
2024
Q1 | $5.1M | Buy |
93,979
+536
| +0.6% | +$29.1K | 0.11% | 163 |
|
|
2023
Q4 | $4.79M | Buy |
93,443
+367
| +0.4% | +$18.8K | 0.12% | 167 |
|
|
2023
Q3 | $5.4M | Sell |
93,076
-11,731
| -11% | -$681K | 0.12% | 146 |
|
|
2023
Q2 | $6.7M | Sell |
104,807
-9,827
| -9% | -$628K | 0.12% | 142 |
|
|
2023
Q1 | $7.95M | Sell |
114,634
-8,773
| -7% | -$608K | 0.11% | 140 |
|
|
2022
Q4 | $8.88M | Sell |
123,407
-14,410
| -10% | -$1.04M | 0.12% | 127 |
|
|
2022
Q3 | $9.8M | Buy |
137,817
+12,760
| +10% | +$907K | 0.14% | 116 |
|
|
2022
Q2 | $9.63M | Buy |
125,057
+1,191
| +1% | +$91.7K | 0.15% | 108 |
|
|
2022
Q1 | $9.05M | Sell |
123,866
-1,087
| -0.9% | -$79.4K | 0.12% | 121 |
|
|
2021
Q4 | $7.79M | Sell |
124,953
-2,719
| -2% | -$170K | 0.13% | 120 |
|
|
2021
Q3 | $7.56M | Sell |
127,672
-2,951
| -2% | -$175K | 0.1% | 136 |
|
|
2021
Q2 | $8.73M | Sell |
130,623
-2,245
| -2% | -$150K | 0.11% | 125 |
|
|
2021
Q1 | $8.39M | Buy |
132,868
+1,491
| +1% | +$94.1K | 0.12% | 121 |
|
|
2020
Q4 | $8.15M | Sell |
131,377
-8,677
| -6% | -$538K | 0.12% | 123 |
|
|
2020
Q3 | $8.44M | Sell |
140,054
-1,492
| -1% | -$90K | 0.14% | 106 |
|
|
2020
Q2 | $8.32M | Sell |
141,546
-2,505
| -2% | -$147K | 0.15% | 102 |
|
|
2020
Q1 | $8.03M | Sell |
144,051
-8,705
| -6% | -$485K | 0.19% | 82 |
|
|
2019
Q4 | $9.81M | Buy |
152,756
+52,233
| +52% | +$3.35M | 0.18% | 97 |
|
|
2019
Q3 | $5.1M | Sell |
100,523
-4,858
| -5% | -$246K | 0.1% | 130 |
|
|
2019
Q2 | $4.78M | Sell |
105,381
-936
| -0.9% | -$42.4K | 0.16% | 133 |
|
|
2019
Q1 | $5.07M | Sell |
106,317
-37,065
| -26% | -$1.77M | 0.2% | 101 |
|
|
2018
Q4 | $7.45M | Sell |
143,382
-2,352
| -2% | -$122K | 0.32% | 87 |
|
|
2018
Q3 | $9.05M | Sell |
145,734
-4,922
| -3% | -$306K | 0.32% | 91 |
|
|
2018
Q2 | $8.34M | Sell |
150,656
-3,080
| -2% | -$170K | 0.32% | 89 |
|
|
2018
Q1 | $9.72M | Sell |
153,736
-9,858
| -6% | -$624K | 0.37% | 83 |
|
|
2017
Q4 | $10M | Sell |
163,594
-4,164
| -2% | -$255K | 0.38% | 84 |
|
|
2017
Q3 | $10.7M | Sell |
167,758
-1,948
| -1% | -$124K | 0.41% | 80 |
|
|
2017
Q2 | $9.46M | Sell |
169,706
-12,734
| -7% | -$710K | 0.37% | 83 |
|
|
2017
Q1 | $9.92M | Sell |
182,440
-45,735
| -20% | -$2.49M | 0.4% | 78 |
|
|
2016
Q4 | $13.3M | Sell |
228,175
-45,121
| -17% | -$2.64M | 0.55% | 58 |
|
|
2016
Q3 | $14.7M | Buy |
273,296
+24,208
| +10% | +$1.31M | 0.6% | 58 |
|
|
2016
Q2 | $18.3M | Sell |
249,088
-32,869
| -12% | -$2.42M | 0.75% | 44 |
|
|
2016
Q1 | $18M | Buy |
281,957
+13,407
| +5% | +$856K | 0.73% | 47 |
|
|
2015
Q4 | $18.5M | Sell |
268,550
-17,448
| -6% | -$1.2M | 0.73% | 40 |
|
|
2015
Q3 | $16.9M | Sell |
285,998
-8,166
| -3% | -$483K | 0.66% | 49 |
|
|
2015
Q2 | $19.6M | Sell |
294,164
-14,092
| -5% | -$938K | 0.65% | 44 |
|
|
2015
Q1 | $19.8M | Sell |
308,256
-2,700
| -0.9% | -$173K | 0.64% | 51 |
|
|
2014
Q4 | $18.4M | Buy |
+310,956
| New | +$18.4M | 0.59% | 56 |
|