Valley National Advisers’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 | $1.58M | Buy |
34,203
+334
| +1% | +$15.4K | 0.26% | 100 |
|
|
2025
Q1 | $2.07M | Buy |
33,869
+2,021
| +6% | +$123K | 0.37% | 64 |
|
|
2024
Q4 | $1.8M | Buy |
31,848
+26,486
| +494% | +$1.5M | 0.32% | 79 |
|
|
2024
Q3 | $277K | Sell |
5,362
-2,292
| -30% | -$118K | 0.05% | 208 |
|
|
2024
Q2 | $317K | Sell |
7,654
-1,587
| -17% | -$65.7K | 0.05% | 202 |
|
|
2024
Q1 | $501K | Sell |
9,241
-1,917
| -17% | -$104K | 0.08% | 164 |
|
|
2023
Q4 | $572K | Sell |
11,158
-2,271
| -17% | -$116K | 0.09% | 147 |
|
|
2023
Q3 | $779K | Buy |
13,429
+193
| +1% | +$11.2K | 0.14% | 121 |
|
|
2023
Q2 | $847K | Buy |
13,236
+82
| +0.6% | +$5.25K | 0.14% | 122 |
|
|
2023
Q1 | $928K | Sell |
13,154
-463
| -3% | -$32.7K | 0.16% | 111 |
|
|
2022
Q4 | $979K | Sell |
13,617
-887
| -6% | -$63.8K | 0.18% | 106 |
|
|
2022
Q3 | $1.04M | Sell |
14,504
-85
| -0.6% | -$6.1K | 0.22% | 95 |
|
|
2022
Q2 | $1.1M | Buy |
14,589
+169
| +1% | +$12.7K | 0.23% | 86 |
|
|
2022
Q1 | $1.05M | Buy |
14,420
+1,108
| +8% | +$80.9K | 0.2% | 106 |
|
|
2021
Q4 | $830K | Sell |
13,312
-950
| -7% | -$59.2K | 0.15% | 130 |
|
|
2021
Q3 | $844K | Buy |
14,262
+28
| +0.2% | +$1.66K | 0.15% | 124 |
|
|
2021
Q2 | $951K | Buy |
14,234
+122
| +0.9% | +$8.15K | 0.17% | 117 |
|
|
2021
Q1 | $891K | Sell |
14,112
-75
| -0.5% | -$4.74K | 0.17% | 117 |
|
|
2020
Q4 | $880K | Sell |
14,187
-110
| -0.8% | -$6.82K | 0.18% | 111 |
|
|
2020
Q3 | $862K | Buy |
14,297
+356
| +3% | +$21.5K | 0.2% | 84 |
|
|
2020
Q2 | $820K | Sell |
13,941
-42
| -0.3% | -$2.47K | 0.19% | 82 |
|
|
2020
Q1 | $779K | Buy |
13,983
+831
| +6% | +$46.3K | 0.22% | 83 |
|
|
2019
Q4 | $844K | Buy |
13,152
+8,343
| +173% | +$535K | 0.21% | 87 |
|
|
2019
Q3 | $244K | Buy |
4,809
+7
| +0.1% | +$355 | 0.07% | 172 |
|
|
2019
Q2 | $218K | Buy |
4,802
+7
| +0.1% | +$318 | 0.06% | 169 |
|
|
2019
Q1 | $229K | Buy |
4,795
+7
| +0.1% | +$334 | 0.07% | 164 |
|
|
2018
Q4 | $249K | Buy |
4,788
+37
| +0.8% | +$1.92K | 0.08% | 148 |
|
|
2018
Q3 | $295K | Buy |
4,751
+180
| +4% | +$11.2K | 0.1% | 145 |
|
|
2018
Q2 | $253K | Sell |
4,571
-3
| -0.1% | -$166 | 0.1% | 154 |
|
|
2018
Q1 | $289K | Buy |
4,574
+5
| +0.1% | +$316 | 0.11% | 139 |
|
|
2017
Q4 | $280K | Sell |
4,569
-596
| -12% | -$36.5K | 0.1% | 141 |
|
|
2017
Q3 | $329K | Buy |
5,165
+40
| +0.8% | +$2.55K | 0.11% | 120 |
|
|
2017
Q2 | $286K | Buy |
5,125
+5
| +0.1% | +$279 | 0.1% | 117 |
|
|
2017
Q1 | $278K | Buy |
5,120
+302
| +6% | +$16.4K | 0.11% | 120 |
|
|
2016
Q4 | $282K | Buy |
4,818
+405
| +9% | +$23.7K | 0.13% | 118 |
|
|
2016
Q3 | $238K | Buy |
4,413
+4
| +0.1% | +$216 | 0.12% | 123 |
|
|
2016
Q2 | $324K | Buy |
4,409
+4
| +0.1% | +$294 | 0.17% | 117 |
|
|
2016
Q1 | $281K | Buy |
4,405
+604
| +16% | +$38.5K | 0.15% | 118 |
|
|
2015
Q4 | $261K | Buy |
3,801
+4
| +0.1% | +$275 | 0.15% | 114 |
|
|
2015
Q3 | $225K | Buy |
3,797
+4
| +0.1% | +$237 | 0.14% | 121 |
|
|
2015
Q2 | $252K | Buy |
3,793
+4
| +0.1% | +$266 | 0.14% | 124 |
|
|
2015
Q1 | $244K | Buy |
3,789
+828
| +28% | +$53.3K | 0.14% | 116 |
|
|
2014
Q4 | $157K | Buy |
+2,961
| New | +$157K | 0.12% | 105 |
|