Valeo Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Valeo Financial Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Sell	31,539 -22,573	-42%	-$1.04M	0.04%	210
2025 Q1	$2.16M	Buy	54,112 +193	+0.4%	+$7.71K	0.06%	146
2024 Q4	$1.99M	Buy	53,919 +4,186	+8%	+$155K	0.06%	153
2024 Q3	$1.61M	Buy	49,733 +2,925	+6%	+$94.7K	0.05%	185
2024 Q2	$1.17M	Sell	46,808 -2,057	-4%	-$51.6K	0.04%	212
2024 Q1	$1.48M	Buy	48,865 +223	+0.5%	+$6.75K	0.05%	180
2023 Q4	$1.54M	Buy	48,642 +6,136	+14%	+$194K	0.06%	167
2023 Q3	$1.38M	Sell	42,506 -10,403	-20%	-$339K	0.06%	163
2023 Q2	$2.19M	Sell	52,909 -464	-0.9%	-$19.2K	0.1%	114
2023 Q1	$2.4M	Sell	53,373 -2,434	-4%	-$110K	0.12%	108
2022 Q4	$2.67M	Hold	55,807	–	–	0.15%	89
2022 Q3	$2.64M	Buy	55,807 +3,355	+6%	+$158K	0.17%	81
2022 Q2	$2.6M	Sell	52,452 -3,174	-6%	-$157K	0.16%	82
2022 Q1	$2.69M	Buy	55,626 +5,586	+11%	+$271K	0.14%	94
2021 Q4	$1.96M	Sell	50,040 -222	-0.4%	-$8.67K	0.11%	111
2021 Q3	$1.87M	Buy	50,262 +5,154	+11%	+$192K	0.11%	116
2021 Q2	$1.76M	Sell	45,108 -4,432	-9%	-$173K	0.11%	113
2021 Q1	$1.95M	Sell	49,540 -23,122	-32%	-$909K	0.09%	118
2020 Q4	$1.82M	Buy	72,662 +50,556	+229%	+$1.27M	0.09%	109
2020 Q3	$1.33M	Buy	22,106 +2,864	+15%	+$173K	0.12%	109
2020 Q2	$1.13M	Buy	19,242 +1,244	+7%	+$73.1K	0.1%	117
2020 Q1	$1.06M	Sell	17,998 -1,073	-6%	-$63K	0.11%	117
2019 Q4	$1.22M	Buy	19,071 +322	+2%	+$20.6K	0.12%	116
2019 Q3	$951K	Sell	18,749 -2,061	-10%	-$105K	0.11%	128
2019 Q2	$944K	Sell	20,810 -2,117	-9%	-$96K	0.11%	130
2019 Q1	$1.09M	Buy	22,927 +4,542	+25%	+$217K	0.13%	117
2018 Q4	$956K	Sell	18,385 -1,022	-5%	-$53.1K	0.13%	112
2018 Q3	$979K	Sell	19,407 -1,393	-7%	-$70.3K	0.13%	118
2018 Q2	$1.24M	Sell	20,800 -1,006	-5%	-$59.8K	0.17%	96
2018 Q1	$1.38M	Sell	21,806 -265	-1%	-$16.8K	0.22%	82
2017 Q4	$1.35M	Buy	22,071 +3,618	+20%	+$222K	0.22%	78
2017 Q3	$1.18M	Buy	+18,453	New	+$1.18M	0.27%	76