Tradition Wealth Management’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 | $225K | Buy |
4,867
+331
| +7% | +$15.3K | 0.02% | 408 |
|
|
2025
Q1 | $277K | Buy |
4,536
+492
| +12% | +$30K | 0.02% | 345 |
|
|
2024
Q4 | $229K | Sell |
4,044
-1,016
| -20% | -$57.5K | 0.02% | 373 |
|
|
2024
Q3 | $262K | Sell |
5,060
-630
| -11% | -$32.6K | 0.02% | 348 |
|
|
2024
Q2 | $236K | Sell |
5,690
-923
| -14% | -$38.3K | 0.02% | 357 |
|
|
2024
Q1 | $359K | Sell |
6,613
-524
| -7% | -$28.4K | 0.04% | 273 |
|
|
2023
Q4 | $366K | Sell |
7,137
-923
| -11% | -$47.3K | 0.04% | 246 |
|
|
2023
Q3 | $468K | Sell |
8,060
-471
| -6% | -$27.3K | 0.06% | 185 |
|
|
2023
Q2 | $546K | Buy |
8,531
+251
| +3% | +$16.1K | 0.06% | 170 |
|
|
2023
Q1 | $574K | Buy |
8,280
+2,493
| +43% | +$173K | 0.07% | 158 |
|
|
2022
Q4 | $416K | Buy |
5,787
+27
| +0.5% | +$1.94K | 0.06% | 181 |
|
|
2022
Q3 | $410K | Buy |
5,760
+695
| +14% | +$49.5K | 0.06% | 176 |
|
|
2022
Q2 | $390K | Buy |
5,065
+283
| +6% | +$21.8K | 0.06% | 184 |
|
|
2022
Q1 | $349K | Buy |
4,782
+128
| +3% | +$9.34K | 0.04% | 231 |
|
|
2021
Q4 | $290K | Sell |
4,654
-5,360
| -54% | -$334K | 0.04% | 249 |
|
|
2021
Q3 | $593K | Buy |
10,014
+184
| +2% | +$10.9K | 0.08% | 157 |
|
|
2021
Q2 | $657K | Buy |
9,830
+257
| +3% | +$17.2K | 0.1% | 154 |
|
|
2021
Q1 | $604K | Buy |
9,573
+1,014
| +12% | +$64K | 0.1% | 148 |
|
|
2020
Q4 | $531K | Buy |
+8,559
| New | +$531K | 0.1% | 145 |
|