Univest Financial’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 | $1.62M | Sell |
35,055
-196
| -0.6% | -$9.07K | 0.1% | 123 |
|
|
2025
Q1 | $2.15M | Buy |
35,251
+111
| +0.3% | +$6.77K | 0.14% | 112 |
|
|
2024
Q4 | $1.99M | Sell |
35,140
-3,346
| -9% | -$189K | 0.13% | 117 |
|
|
2024
Q3 | $1.99M | Buy |
+38,486
| New | +$1.99M | 0.13% | 112 |
|
|
2021
Q4 | – | Sell |
-3,744
| Closed | -$222K | – | 114 |
|
|
2021
Q3 | $222K | Buy |
3,744
+35
| +0.9% | +$2.08K | 0.06% | 107 |
|
|
2021
Q2 | $247K | Buy |
+3,709
| New | +$247K | 0.07% | 102 |
|
|
2016
Q3 | – | Sell |
-2,742
| Closed | -$202K | – | 90 |
|
|
2016
Q2 | $202K | Buy |
+2,742
| New | +$202K | 0.09% | 93 |
|