TRUE Private Wealth 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 | $511K | Buy |
11,038
+1,477
| +15% | +$68.4K | 0.06% | 144 |
|
|
2025
Q1 | $583K | Buy |
9,561
+348
| +4% | +$21.2K | 0.07% | 119 |
|
|
2024
Q4 | $521K | Sell |
9,213
-125
| -1% | -$7.07K | 0.06% | 132 |
|
|
2024
Q3 | $483K | Sell |
9,338
-4,069
| -30% | -$211K | 0.06% | 127 |
|
|
2024
Q2 | $557K | Sell |
13,407
-996
| -7% | -$41.4K | 0.06% | 143 |
|
|
2024
Q1 | $781K | Buy |
14,403
+645
| +5% | +$35K | 0.09% | 114 |
|
|
2023
Q4 | $706K | Sell |
13,758
-48,125
| -78% | -$2.47M | 0.09% | 119 |
|
|
2023
Q3 | $3.59M | Buy |
61,883
+6,661
| +12% | +$387K | 0.5% | 40 |
|
|
2023
Q2 | $3.53M | Buy |
55,222
+1,165
| +2% | +$74.5K | 0.52% | 38 |
|
|
2023
Q1 | $3.75M | Sell |
54,057
-457
| -0.8% | -$31.7K | 0.55% | 32 |
|
|
2022
Q4 | $3.92M | Buy |
54,514
+782
| +1% | +$56.3K | 0.6% | 28 |
|
|
2022
Q3 | $3.82M | Buy |
53,732
+2,920
| +6% | +$208K | 0.58% | 25 |
|
|
2022
Q2 | $3.91M | Buy |
50,812
+1,328
| +3% | +$102K | 0.57% | 23 |
|
|
2022
Q1 | $3.78M | Buy |
49,484
+39,940
| +418% | +$3.05M | 0.53% | 30 |
|
|
2021
Q4 | $595K | Sell |
9,544
-533
| -5% | -$33.2K | 0.08% | 135 |
|
|
2021
Q3 | $601K | Sell |
10,077
-596
| -6% | -$35.5K | 0.09% | 132 |
|
|
2021
Q2 | $713K | Buy |
10,673
+1,375
| +15% | +$91.9K | 0.11% | 115 |
|
|
2021
Q1 | $592K | Sell |
9,298
-4,763
| -34% | -$303K | 0.1% | 123 |
|
|
2020
Q4 | $879K | Sell |
14,061
-181
| -1% | -$11.3K | 0.15% | 85 |
|
|
2020
Q3 | $858K | Buy |
14,242
+1,035
| +8% | +$62.4K | 0.15% | 87 |
|
|
2020
Q2 | $776K | Buy |
13,207
+1,380
| +12% | +$81.1K | 0.14% | 88 |
|
|
2020
Q1 | $659K | Sell |
11,827
-940
| -7% | -$52.4K | 0.14% | 82 |
|
|
2019
Q4 | $819K | Buy |
12,767
+6,766
| +113% | +$434K | 0.13% | 97 |
|
|
2019
Q3 | $304K | Buy |
6,001
+1,456
| +32% | +$73.8K | 0.05% | 160 |
|
|
2019
Q2 | $206K | Buy |
+4,545
| New | +$206K | 0.04% | 188 |
|
|
2018
Q4 | – | Sell |
-3,949
| Closed | -$245K | – | 315 |
|
|
2018
Q3 | $245K | Buy |
+3,949
| New | +$245K | 0.03% | 241 |
|
|
2018
Q2 | – | Sell |
-5,614
| Closed | -$355K | – | 272 |
|
|
2018
Q1 | $355K | Sell |
5,614
-385
| -6% | -$24.3K | 0.06% | 166 |
|
|
2017
Q4 | $367K | Buy |
5,999
+349
| +6% | +$21.4K | 0.06% | 165 |
|
|
2017
Q3 | $360K | Buy |
5,650
+26
| +0.5% | +$1.66K | 0.08% | 104 |
|
|
2017
Q2 | $313K | Buy |
5,624
+325
| +6% | +$18.1K | 0.07% | 110 |
|
|
2017
Q1 | $283K | Buy |
5,299
+206
| +4% | +$11K | 0.06% | 115 |
|
|
2016
Q4 | $251K | Sell |
5,093
-160
| -3% | -$7.89K | 0.06% | 123 |
|
|
2016
Q3 | $263K | Sell |
5,253
-124
| -2% | -$6.21K | 0.08% | 110 |
|
|
2016
Q2 | $395K | Buy |
5,377
+15
| +0.3% | +$1.1K | 0.13% | 83 |
|
|
2016
Q1 | $342K | Sell |
5,362
-572
| -10% | -$36.5K | 0.13% | 81 |
|
|
2015
Q4 | $408K | Buy |
+5,934
| New | +$408K | 0.18% | 68 |
|