Tempus Wealth Planning’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 | $609K | Buy |
13,162
+74
| +0.6% | +$3.43K | 0.15% | 149 |
|
|
2025
Q1 | $798K | Sell |
13,088
-1,815
| -12% | -$111K | 0.24% | 114 |
|
|
2024
Q4 | $843K | Sell |
14,903
-745
| -5% | -$42.1K | 0.26% | 102 |
|
|
2024
Q3 | $810K | Buy |
15,648
+235
| +2% | +$12.2K | 0.3% | 92 |
|
|
2024
Q2 | $640K | Buy |
15,413
+4,095
| +36% | +$170K | 0.27% | 96 |
|
|
2024
Q1 | $614K | Buy |
11,318
+7,418
| +190% | +$402K | 0.27% | 95 |
|
|
2023
Q4 | $200K | Sell |
3,900
-13
| -0.3% | -$667 | 0.09% | 187 |
|
|
2023
Q3 | $227K | Sell |
3,913
-4,376
| -53% | -$254K | 0.11% | 149 |
|
|
2023
Q2 | $530K | Sell |
8,289
-9
| -0.1% | -$576 | 0.24% | 102 |
|
|
2023
Q1 | $575K | Sell |
8,298
-1,090
| -12% | -$75.5K | 0.28% | 88 |
|
|
2022
Q4 | $675K | Sell |
9,388
-452
| -5% | -$32.5K | 0.41% | 77 |
|
|
2022
Q3 | $700K | Buy |
9,840
+4,363
| +80% | +$310K | 0.47% | 61 |
|
|
2022
Q2 | $422K | Hold |
5,477
| – | – | 0.35% | 80 |
|
|
2022
Q1 | $400K | Hold |
5,477
| – | – | 0.28% | 92 |
|
|
2021
Q4 | $341K | Sell |
5,477
-243
| -4% | -$15.1K | 0.18% | 115 |
|
|
2021
Q3 | $338K | Hold |
5,720
| – | – | 0.19% | 117 |
|
|
2021
Q2 | $382K | Sell |
5,720
-797
| -12% | -$53.2K | 0.25% | 111 |
|
|
2021
Q1 | $411K | Buy |
6,517
+340
| +6% | +$21.4K | 0.44% | 58 |
|
|
2020
Q4 | $383K | Buy |
6,177
+700
| +13% | +$43.4K | 0.49% | 45 |
|
|
2020
Q3 | $330K | Sell |
5,477
-150
| -3% | -$9.04K | 0.48% | 50 |
|
|
2020
Q2 | $331K | Hold |
5,627
| – | – | 0.49% | 48 |
|
|
2020
Q1 | $314K | Hold |
5,627
| – | – | 0.51% | 40 |
|
|
2019
Q4 | $361K | Buy |
+5,627
| New | +$361K | 0.32% | 47 |
|