United Capital 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 | $8.4M | Sell |
181,509
-4,971
| -3% | -$230K | 0.07% | 219 |
|
|
2025
Q1 | $11.4M | Buy |
186,480
+6,239
| +3% | +$381K | 0.1% | 162 |
|
|
2024
Q4 | $10.2M | Buy |
180,241
+5,615
| +3% | +$318K | 0.09% | 171 |
|
|
2024
Q3 | $9.04M | Buy |
174,626
+10,032
| +6% | +$519K | 0.07% | 197 |
|
|
2024
Q2 | $6.84M | Sell |
164,594
-35,389
| -18% | -$1.47M | 0.06% | 218 |
|
|
2024
Q1 | $10.8M | Buy |
199,983
+7,186
| +4% | +$390K | 0.09% | 176 |
|
|
2023
Q4 | $9.89M | Sell |
192,797
-273,772
| -59% | -$14M | 0.08% | 188 |
|
|
2023
Q3 | $27.1M | Sell |
466,569
-25,476
| -5% | -$1.48M | 0.18% | 114 |
|
|
2023
Q2 | $31.5M | Sell |
492,045
-22,105
| -4% | -$1.41M | 0.17% | 115 |
|
|
2023
Q1 | $35.6M | Sell |
514,150
-832
| -0.2% | -$57.7K | 0.2% | 100 |
|
|
2022
Q4 | $37.1M | Sell |
514,982
-4,609
| -0.9% | -$332K | 0.21% | 99 |
|
|
2022
Q3 | $36.9M | Sell |
519,591
-20,134
| -4% | -$1.43M | 0.22% | 92 |
|
|
2022
Q2 | $41.6M | Buy |
539,725
+11,285
| +2% | +$869K | 0.23% | 88 |
|
|
2022
Q1 | $38.6M | Sell |
528,440
-9,128
| -2% | -$667K | 0.19% | 115 |
|
|
2021
Q4 | $33.5M | Sell |
537,568
-49,424
| -8% | -$3.08M | 0.15% | 137 |
|
|
2021
Q3 | $34.7M | Sell |
586,992
-11,840
| -2% | -$701K | 0.17% | 123 |
|
|
2021
Q2 | $40M | Sell |
598,832
-9,354
| -2% | -$625K | 0.2% | 104 |
|
|
2021
Q1 | $38.4M | Buy |
608,186
+658
| +0.1% | +$41.5K | 0.21% | 103 |
|
|
2020
Q4 | $37.7M | Sell |
607,528
-12,358
| -2% | -$767K | 0.23% | 98 |
|
|
2020
Q3 | $37.4M | Sell |
619,886
-12,662
| -2% | -$763K | 0.24% | 93 |
|
|
2020
Q2 | $37.2M | Sell |
632,548
-77,260
| -11% | -$4.54M | 0.27% | 83 |
|
|
2020
Q1 | $39.6M | Buy |
709,808
+51,943
| +8% | +$2.9M | 0.33% | 68 |
|
|
2019
Q4 | $42.2M | Buy |
657,865
+159,113
| +32% | +$10.2M | 0.27% | 85 |
|
|
2019
Q3 | $25.3M | Sell |
498,752
-394,623
| -44% | -$20M | 0.18% | 131 |
|
|
2019
Q2 | $40.5M | Buy |
893,375
+380,918
| +74% | +$17.3M | 0.26% | 89 |
|
|
2019
Q1 | $24.4M | Buy |
512,457
+158,233
| +45% | +$7.55M | 0.17% | 130 |
|
|
2018
Q4 | $18.4M | Sell |
354,224
-18,799
| -5% | -$977K | 0.15% | 146 |
|
|
2018
Q3 | $23.2M | Sell |
373,023
-6,772
| -2% | -$420K | 0.16% | 139 |
|
|
2018
Q2 | $21M | Sell |
379,795
-35,175
| -8% | -$1.95M | 0.16% | 144 |
|
|
2018
Q1 | $26.2M | Buy |
414,970
+27,567
| +7% | +$1.74M | 0.2% | 119 |
|
|
2017
Q4 | $23.9M | Buy |
387,403
+9,743
| +3% | +$602K | 0.19% | 120 |
|
|
2017
Q3 | $24.1M | Buy |
377,660
+96,827
| +34% | +$6.17M | 0.2% | 111 |
|
|
2017
Q2 | $15.6M | Sell |
280,833
-6,154
| -2% | -$343K | 0.14% | 167 |
|
|
2017
Q1 | $15.6M | Sell |
286,987
-3,116
| -1% | -$169K | 0.15% | 162 |
|
|
2016
Q4 | $17M | Sell |
290,103
-54,687
| -16% | -$3.2M | 0.16% | 136 |
|
|
2016
Q3 | $18.6M | Buy |
344,790
+11,923
| +4% | +$643K | 0.18% | 130 |
|
|
2016
Q2 | $24.6M | Buy |
332,867
+38,119
| +13% | +$2.82M | 0.25% | 81 |
|
|
2016
Q1 | $18.8M | Sell |
294,748
-1,726
| -0.6% | -$110K | 0.21% | 95 |
|
|
2015
Q4 | $20.4M | Sell |
296,474
-8,781
| -3% | -$604K | 0.23% | 89 |
|
|
2015
Q3 | $18.1M | Sell |
305,255
-3,200
| -1% | -$189K | 0.22% | 91 |
|
|
2015
Q2 | $20.5M | Buy |
308,455
+4,567
| +2% | +$304K | 0.24% | 98 |
|
|
2015
Q1 | $19.4M | Buy |
303,888
+94
| +0% | +$5.99K | 0.24% | 102 |
|
|
2014
Q4 | $17.9M | Buy |
303,794
+103,864
| +52% | +$6.13M | 0.27% | 94 |
|
|
2014
Q3 | $10.2M | Buy |
199,930
+6,492
| +3% | +$332K | 0.18% | 145 |
|
|
2014
Q2 | $9.38M | Sell |
193,438
-22,183
| -10% | -$1.08M | 0.17% | 152 |
|
|
2014
Q1 | $11.2M | Buy |
215,621
+25,371
| +13% | +$1.32M | 0.24% | 99 |
|
|
2013
Q4 | $10.1M | Buy |
190,250
+166,724
| +709% | +$8.86M | 0.34% | 83 |
|
|
2013
Q3 | $1.09M | Sell |
23,526
-203,718
| -90% | -$9.43M | 0.03% | 333 |
|
|
2013
Q2 | $10.2M | Buy |
+227,244
| New | +$10.2M | 0.27% | 100 |
|