VisionPoint Advisory Group’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 | $902K | Sell |
19,483
-7,121
| -27% | -$330K | 0.2% | 118 |
|
|
2025
Q1 | $1.62M | Buy |
26,604
+927
| +4% | +$56.5K | 0.56% | 53 |
|
|
2024
Q4 | $1.46M | Buy |
25,677
+6,003
| +31% | +$341K | 0.5% | 60 |
|
|
2024
Q3 | $1.02M | Buy |
+19,674
| New | +$1.02M | 0.34% | 83 |
|
|
2024
Q2 | – | Sell |
-424
| Closed | -$23K | – | 821 |
|
|
2024
Q1 | $23K | Buy |
424
+65
| +18% | +$3.53K | 0.01% | 369 |
|
|
2023
Q4 | $18.4K | Sell |
359
-378
| -51% | -$19.4K | 0.01% | 364 |
|
|
2023
Q3 | $42.8K | Buy |
737
+553
| +301% | +$32.1K | 0.02% | 257 |
|
|
2023
Q2 | $11.8K | Buy |
+184
| New | +$11.8K | ﹤0.01% | 380 |
|
|
2021
Q1 | – | Sell |
-5,147
| Closed | -$319K | – | 115 |
|
|
2020
Q4 | $319K | Sell |
5,147
-20,931
| -80% | -$1.3M | 0.16% | 109 |
|
|
2020
Q3 | $1.57M | Sell |
26,078
-13,943
| -35% | -$840K | 0.68% | 31 |
|
|
2020
Q2 | $2.32M | Sell |
40,021
-3,190
| -7% | -$185K | 0.94% | 24 |
|
|
2020
Q1 | $2.41M | Buy |
+43,211
| New | +$2.41M | 1.13% | 21 |
|