U.S. Capital 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 | $3.51M | Buy |
75,919
+47,189
| +164% | +$2.18M | 0.1% | 208 |
|
|
2025
Q1 | $1.75M | Sell |
28,730
-11,502
| -29% | -$702K | 0.05% | 323 |
|
|
2024
Q4 | $2.28M | Sell |
40,232
-19,436
| -33% | -$1.1M | 0.07% | 274 |
|
|
2024
Q3 | $3.09M | Buy |
59,668
+29,512
| +98% | +$1.53M | 0.11% | 181 |
|
|
2024
Q2 | $1.25M | Sell |
30,156
-47,641
| -61% | -$1.98M | 0.05% | 318 |
|
|
2024
Q1 | $4.22M | Buy |
77,797
+20,006
| +35% | +$1.08M | 0.16% | 137 |
|
|
2023
Q4 | $2.97M | Sell |
57,791
-67,053
| -54% | -$3.44M | 0.12% | 172 |
|
|
2023
Q3 | $7.25M | Buy |
124,844
+6,727
| +6% | +$390K | 0.33% | 68 |
|
|
2023
Q2 | $7.55M | Buy |
118,117
+7,269
| +7% | +$465K | 0.36% | 68 |
|
|
2023
Q1 | $7.68M | Buy |
110,848
+2,852
| +3% | +$198K | 0.36% | 65 |
|
|
2022
Q4 | $7.77M | Sell |
107,996
-1,185
| -1% | -$85.3K | 0.36% | 55 |
|
|
2022
Q3 | $7.76M | Buy |
109,181
+1,013
| +0.9% | +$72K | 0.39% | 49 |
|
|
2022
Q2 | $8.33M | Buy |
108,168
+14,713
| +16% | +$1.13M | 0.37% | 57 |
|
|
2022
Q1 | $6.83M | Sell |
93,455
-2,731
| -3% | -$199K | 0.25% | 85 |
|
|
2021
Q4 | $6M | Buy |
96,186
+2,626
| +3% | +$164K | 0.24% | 96 |
|
|
2021
Q3 | $5.54M | Buy |
+93,560
| New | +$5.54M | 0.24% | 104 |
|