Transamerica Financial Advisors’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 | $1.19M | Buy |
25,810
+1,745
| +7% | +$80.8K | 0.11% | 133 |
|
|
2025
Q1 | $1.47M | Buy |
24,065
+241
| +1% | +$14.7K | 0.15% | 128 |
|
|
2024
Q4 | $1.35M | Sell |
23,824
-2,564
| -10% | -$145K | 0.13% | 128 |
|
|
2024
Q3 | $1.37M | Buy |
26,388
+2,112
| +9% | +$109K | 0.13% | 131 |
|
|
2024
Q2 | $1.01M | Hold |
24,276
| – | – | 0.11% | 132 |
|
|
2024
Q1 | $1.32M | Sell |
24,276
-5,197
| -18% | -$282K | 0.13% | 127 |
|
|
2023
Q4 | $1.51M | Sell |
29,473
-15,658
| -35% | -$804K | 0.21% | 83 |
|
|
2023
Q3 | $2.62M | Sell |
45,131
-3,876
| -8% | -$225K | 0.35% | 45 |
|
|
2023
Q2 | $3.13M | Sell |
49,007
-152
| -0.3% | -$9.72K | 0.41% | 44 |
|
|
2023
Q1 | $3.41M | Buy |
49,159
+7,738
| +19% | +$536K | 0.45% | 40 |
|
|
2022
Q4 | $2.98M | Buy |
41,421
+4,159
| +11% | +$299K | 0.42% | 44 |
|
|
2022
Q3 | $2.65M | Buy |
37,262
+411
| +1% | +$29.2K | 0.39% | 39 |
|
|
2022
Q2 | $2.84M | Buy |
36,851
+36,841
| +368,410% | +$2.84M | 0.4% | 33 |
|
|
2022
Q1 | $1K | Sell |
10
-3
| -23% | -$300 | 0.04% | 59 |
|
|
2021
Q4 | $1K | Buy |
13
+2
| +18% | +$154 | 0.03% | 71 |
|
|
2021
Q3 | $1K | Sell |
11
-4
| -27% | -$364 | 0.03% | 70 |
|
|
2021
Q2 | $1K | Sell |
15
-9
| -38% | -$600 | 0.02% | 92 |
|
|
2021
Q1 | $2K | Hold |
24
| – | – | 0.05% | 69 |
|
|
2020
Q4 | $2K | Sell |
24
-7
| -23% | -$583 | 0.04% | 68 |
|
|
2020
Q3 | $2K | Sell |
31
-19,819
| -100% | -$1.28M | 0.04% | 71 |
|
|
2020
Q2 | $1.17M | Buy |
19,850
+19,847
| +661,567% | +$1.17M | 0.26% | 64 |
|
|
2020
Q1 | $1K | Hold |
3
| – | – | 0.02% | 68 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | 0.01% | 86 |
|
|
2019
Q3 | – | Sell |
-11,684
| Closed | -$530K | – | 131 |
|
|
2019
Q2 | $530K | Buy |
+11,684
| New | +$530K | 0.11% | 118 |
|
|
2019
Q1 | – | Sell |
-440
| Closed | -$23K | – | 127 |
|
|
2018
Q4 | $23K | Buy |
440
+36
| +9% | +$1.88K | 0.01% | 257 |
|
|
2018
Q3 | $26K | Buy |
404
+394
| +3,940% | +$25.4K | 0.01% | 258 |
|
|
2018
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 345 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$1K | – | 421 |
|
|
2016
Q2 | $1K | Sell |
1
-72
| -99% | -$72K | ﹤0.01% | 302 |
|
|
2016
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 607 |
|
|
2015
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 654 |
|
|
2015
Q3 | $5K | Sell |
73
-10
| -12% | -$685 | ﹤0.01% | 649 |
|
|
2015
Q2 | $6K | Buy |
83
+10
| +14% | +$723 | ﹤0.01% | 676 |
|
|
2015
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 694 |
|
|
2014
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 546 |
|
|
2014
Q3 | $4K | Sell |
73
-100
| -58% | -$5.48K | ﹤0.01% | 541 |
|
|
2014
Q2 | $9K | Buy |
173
+100
| +137% | +$5.2K | ﹤0.01% | 508 |
|
|
2014
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 524 |
|
|
2013
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 509 |
|
|
2013
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 501 |
|
|
2013
Q2 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 483 |
|