Symphony Financial’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $832K | Buy |
13,766
+1,138
| +9% | +$66.3K | 0.11% | 126 |
|
|
2025
Q4 | $683K | Buy |
12,628
+6,102
| +94% | +$294K | 0.09% | 134 |
|
|
2025
Q3 | $293K | Sell |
6,526
-277
| -4% | -$12.9K | 0.04% | 218 |
|
|
2025
Q2 | $332K | Buy |
+6,803
| New | +$334K | 0.04% | 190 |
|
|
2025
Q1 | – | Sell |
-21,843
| Closed | -$1.24M | – | 114 |
|
|
2024
Q4 | $1.24M | Buy |
21,843
+4,041
| +23% | +$226K | 0.2% | 92 |
|
|
2024
Q3 | $930K | Buy |
17,802
+4,751
| +36% | +$223K | 0.15% | 103 |
|
|
2024
Q2 | $536K | Buy |
13,051
+5,942
| +84% | +$266K | 0.1% | 132 |
|
|
2024
Q1 | $385K | Sell |
7,109
-3,754
| -35% | -$191K | 0.09% | 134 |
|
|
2023
Q4 | $554K | Buy |
10,863
+5,883
| +118% | +$309K | 0.12% | 128 |
|
|
2023
Q3 | $288K | Buy |
4,980
+194
| +4% | +$11.9K | 0.07% | 134 |
|
|
2023
Q2 | $306K | Buy |
4,786
+656
| +16% | +$44K | 0.08% | 150 |
|
|
2023
Q1 | $282K | Buy |
4,130
+12
| +0.3% | +$846 | 0.07% | 178 |
|
|
2022
Q4 | $299K | Buy |
4,118
+83
| +2% | +$6.26K | 0.08% | 167 |
|
|
2022
Q3 | $289K | Sell |
4,035
-371
| -8% | -$26.9K | 0.09% | 165 |
|
|
2022
Q2 | $345K | Buy |
4,406
+108
| +3% | +$8.22K | 0.1% | 150 |
|
|
2022
Q1 | $332K | Buy |
4,298
+711
| +20% | +$47.7K | 0.08% | 157 |
|
|
2021
Q4 | $222K | Sell |
3,587
-21
| -0.6% | -$1.23K | 0.06% | 168 |
|
|
2021
Q3 | $219K | Sell |
3,608
-1,885
| -34% | -$124K | 0.08% | 164 |
|
|
2021
Q2 | $369K | Buy |
5,493
+1,308
| +31% | +$85.3K | 0.13% | 123 |
|
|
2021
Q1 | $259K | Buy |
+4,185
| New | +$260K | 0.07% | 173 |
|
Other funds holding BMY
VCM
VPM
