Waddell & Associates’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 | $303K | Buy |
6,548
+2,456
| +60% | +$114K | 0.03% | 165 |
|
|
2025
Q1 | $250K | Buy |
+4,092
| New | +$250K | 0.03% | 142 |
|
|
2024
Q1 | – | Sell |
-7,055
| Closed | -$373K | – | 145 |
|
|
2023
Q4 | $373K | Sell |
7,055
-11,625
| -62% | -$615K | 0.05% | 93 |
|
|
2023
Q3 | $1.08M | Buy |
18,680
+126
| +0.7% | +$7.31K | 0.16% | 52 |
|
|
2023
Q2 | $1.19M | Sell |
18,554
-16
| -0.1% | -$1.02K | 0.17% | 47 |
|
|
2023
Q1 | $1.29M | Buy |
18,570
+76
| +0.4% | +$5.27K | 0.2% | 43 |
|
|
2022
Q4 | $1.33M | Buy |
18,494
+93
| +0.5% | +$6.69K | 0.22% | 38 |
|
|
2022
Q3 | $1.31M | Buy |
18,401
+86
| +0.5% | +$6.11K | 0.25% | 35 |
|
|
2022
Q2 | $1.41M | Buy |
18,315
+124
| +0.7% | +$9.55K | 0.29% | 29 |
|
|
2022
Q1 | $1.33M | Buy |
18,191
+3,293
| +22% | +$240K | 0.21% | 35 |
|
|
2021
Q4 | $929K | Buy |
14,898
+75
| +0.5% | +$4.68K | 0.15% | 44 |
|
|
2021
Q3 | $877K | Buy |
14,823
+78
| +0.5% | +$4.62K | 0.15% | 42 |
|
|
2021
Q2 | $985 | Buy |
+14,745
| New | +$985 | 0.15% | 35 |
|