Valley Wealth Managers’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 | – | Sell |
-62,052
| Closed | -$3.78M | – | 313 |
|
|
2025
Q1 | $3.78M | Sell |
62,052
-879
| -1% | -$53.6K | 0.29% | 83 |
|
|
2024
Q4 | $3.56M | Sell |
62,931
-7,824
| -11% | -$443K | 0.27% | 79 |
|
|
2024
Q3 | $3.66M | Buy |
70,755
+590
| +0.8% | +$30.5K | 0.27% | 92 |
|
|
2024
Q2 | $2.91M | Sell |
70,165
-2,176
| -3% | -$90.4K | 0.23% | 101 |
|
|
2024
Q1 | $3.92M | Buy |
72,341
+7,595
| +12% | +$412K | 0.3% | 88 |
|
|
2023
Q4 | $3.32M | Buy |
64,746
+5,779
| +10% | +$297K | 0.26% | 98 |
|
|
2023
Q3 | $3.42M | Sell |
58,967
-788
| -1% | -$45.7K | 0.29% | 97 |
|
|
2023
Q2 | $3.82M | Sell |
59,755
-1,415
| -2% | -$90.5K | 0.34% | 79 |
|
|
2023
Q1 | $4.24M | Sell |
61,170
-274
| -0.4% | -$19K | 0.39% | 75 |
|
|
2022
Q4 | $4.42M | Sell |
61,444
-673
| -1% | -$48.4K | 0.41% | 65 |
|
|
2022
Q3 | $4.42M | Sell |
62,117
-1,269
| -2% | -$90.2K | 0.44% | 55 |
|
|
2022
Q2 | $4.88M | Buy |
63,386
+1,323
| +2% | +$102K | 0.46% | 50 |
|
|
2022
Q1 | $4.53M | Buy |
62,063
+1,774
| +3% | +$130K | 0.38% | 64 |
|
|
2021
Q4 | $3.76M | Buy |
60,289
+3,180
| +6% | +$198K | 0.3% | 76 |
|
|
2021
Q3 | $3.38M | Buy |
57,109
+958
| +2% | +$56.7K | 0.29% | 83 |
|
|
2021
Q2 | $3.75M | Buy |
56,151
+4,413
| +9% | +$295K | 0.32% | 74 |
|
|
2021
Q1 | $3.27M | Buy |
51,738
+8,059
| +18% | +$509K | 0.29% | 77 |
|
|
2020
Q4 | $2.71M | Sell |
43,679
-43
| -0.1% | -$2.67K | 0.27% | 80 |
|
|
2020
Q3 | $2.64M | Sell |
43,722
-3,735
| -8% | -$225K | 0.29% | 63 |
|
|
2020
Q2 | $2.79M | Sell |
47,457
-1,032
| -2% | -$60.7K | 0.31% | 64 |
|
|
2020
Q1 | $2.7M | Buy |
48,489
+44,462
| +1,104% | +$2.48M | 0.35% | 61 |
|
|
2019
Q4 | $258K | Buy |
+4,027
| New | +$258K | 0.03% | 170 |
|
|
2018
Q2 | – | Sell |
-3,166
| Closed | -$201K | – | 122 |
|
|
2018
Q1 | $201K | Buy |
+3,166
| New | +$201K | 0.02% | 115 |
|
|
2017
Q4 | – | Sell |
-3,206
| Closed | -$205K | – | 124 |
|
|
2017
Q3 | $205K | Buy |
+3,206
| New | +$205K | 0.03% | 115 |
|
|
2017
Q2 | – | Sell |
-9,218
| Closed | -$501K | – | 132 |
|
|
2017
Q1 | $501K | Sell |
9,218
-20,429
| -69% | -$1.11M | 0.07% | 105 |
|
|
2016
Q4 | $1.73M | Sell |
29,647
-1,815
| -6% | -$106K | 0.25% | 64 |
|
|
2016
Q3 | $1.7M | Buy |
31,462
+4,020
| +15% | +$217K | 0.25% | 59 |
|
|
2016
Q2 | $2.02M | Buy |
27,442
+1,206
| +5% | +$88.7K | 0.31% | 52 |
|
|
2016
Q1 | $1.68M | Buy |
26,236
+344
| +1% | +$22K | 0.28% | 48 |
|
|
2015
Q4 | $1.78M | Sell |
25,892
-910
| -3% | -$62.6K | 0.32% | 46 |
|
|
2015
Q3 | $1.59M | Sell |
26,802
-919
| -3% | -$54.4K | 0.29% | 44 |
|
|
2015
Q2 | $1.85M | Sell |
27,721
-1,906
| -6% | -$127K | 0.32% | 44 |
|
|
2015
Q1 | $1.91M | Sell |
29,627
-1,403
| -5% | -$90.5K | 0.33% | 44 |
|
|
2014
Q4 | $1.83M | Buy |
31,030
+693
| +2% | +$40.9K | 0.33% | 47 |
|
|
2014
Q3 | $1.55M | Buy |
30,337
+740
| +3% | +$37.9K | 0.3% | 45 |
|
|
2014
Q2 | $1.44M | Buy |
29,597
+3,025
| +11% | +$147K | 0.27% | 46 |
|
|
2014
Q1 | $1.38M | Buy |
26,572
+600
| +2% | +$31.2K | 0.28% | 45 |
|
|
2013
Q4 | $1.38M | Sell |
25,972
-100
| -0.4% | -$5.31K | 0.28% | 45 |
|
|
2013
Q3 | $1.21M | Buy |
26,072
+1,860
| +8% | +$86.1K | 0.26% | 45 |
|
|
2013
Q2 | $1.08M | Buy |
+24,212
| New | +$1.08M | 0.25% | 50 |
|