Vanguard Capital Wealth 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 | $274K | Buy |
5,926
+1,001
| +20% | +$46.3K | 0.27% | 78 |
|
|
2025
Q1 | $300K | Sell |
4,925
-1,800
| -27% | -$110K | 0.37% | 63 |
|
|
2024
Q4 | $380K | Buy |
6,725
+125
| +2% | +$7.07K | 0.41% | 54 |
|
|
2024
Q3 | $341K | Sell |
6,600
-900
| -12% | -$46.6K | 0.36% | 63 |
|
|
2024
Q2 | $311K | Sell |
7,500
-300
| -4% | -$12.5K | 0.21% | 94 |
|
|
2024
Q1 | $423K | Sell |
7,800
-500
| -6% | -$27.1K | 0.3% | 75 |
|
|
2023
Q4 | $426K | Buy |
8,300
+4,300
| +108% | +$221K | 0.34% | 68 |
|
|
2023
Q3 | $232K | Hold |
4,000
| – | – | 0.22% | 98 |
|
|
2023
Q2 | $256K | Sell |
4,000
-1,200
| -23% | -$76.7K | 0.23% | 96 |
|
|
2023
Q1 | $360K | Buy |
5,200
+1,700
| +49% | +$118K | 0.36% | 66 |
|
|
2022
Q4 | $252K | Buy |
+3,500
| New | +$252K | 0.29% | 84 |
|
|
2022
Q3 | – | Sell |
-2,700
| Closed | -$207K | – | 114 |
|
|
2022
Q2 | $207K | Sell |
2,700
-5,900
| -69% | -$452K | 0.23% | 92 |
|
|
2022
Q1 | $628K | Sell |
8,600
-1,100
| -11% | -$80.3K | 0.45% | 55 |
|
|
2021
Q4 | $604K | Buy |
9,700
+350
| +4% | +$21.8K | 0.43% | 58 |
|
|
2021
Q3 | $553 | Buy |
9,350
+2,069
| +28% | +$122 | 0.37% | 66 |
|
|
2021
Q2 | $486K | Sell |
7,281
-1,374
| -16% | -$91.7K | 0.37% | 72 |
|
|
2021
Q1 | $537K | Buy |
8,655
+5,181
| +149% | +$322K | 0.46% | 55 |
|
|
2020
Q4 | $215K | Buy |
+3,474
| New | +$215K | 0.2% | 115 |
|
|
2020
Q2 | $367K | Buy |
+6,241
| New | +$367K | 0.43% | 63 |
|
|
2019
Q4 | $1M | Buy |
15,624
+446
| +3% | +$28.6K | 1.05% | 26 |
|
|
2019
Q3 | $769K | Sell |
15,178
-3,581
| -19% | -$181K | 0.9% | 29 |
|
|
2019
Q2 | $850K | Buy |
18,759
+931
| +5% | +$42.2K | 1.03% | 26 |
|
|
2019
Q1 | $850K | Buy |
17,828
+7,270
| +69% | +$347K | 1.07% | 26 |
|
|
2018
Q4 | $548K | Sell |
10,558
-1,740
| -14% | -$90.3K | 0.82% | 40 |
|
|
2018
Q3 | $763K | Buy |
+12,298
| New | +$763K | 0.87% | 30 |
|
|
2018
Q1 | – | Sell |
-4,450
| Closed | -$273K | – | 111 |
|
|
2017
Q4 | $273K | Buy |
+4,450
| New | +$273K | 0.34% | 88 |
|