WBH Advisory’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 |
-4,473
| Closed | -$273K | – | 338 |
|
|
2025
Q1 | $273K | Buy |
4,473
+3
| +0.1% | +$183 | 0.03% | 283 |
|
|
2024
Q4 | $253K | Sell |
4,470
-154
| -3% | -$8.71K | 0.02% | 286 |
|
|
2024
Q3 | $239K | Sell |
4,624
-1,200
| -21% | -$62.1K | 0.02% | 293 |
|
|
2024
Q2 | $242K | Sell |
5,824
-2,969
| -34% | -$123K | 0.02% | 281 |
|
|
2024
Q1 | $477K | Sell |
8,793
-1,756
| -17% | -$95.2K | 0.05% | 220 |
|
|
2023
Q4 | $541K | Sell |
10,549
-628
| -6% | -$32.2K | 0.06% | 204 |
|
|
2023
Q3 | $649K | Sell |
11,177
-236
| -2% | -$13.7K | 0.08% | 176 |
|
|
2023
Q2 | $730K | Sell |
11,413
-640
| -5% | -$40.9K | 0.09% | 171 |
|
|
2023
Q1 | $835K | Buy |
+12,053
| New | +$835K | 0.1% | 160 |
|
|
2022
Q3 | $908K | Buy |
12,772
+1
| +0% | +$71 | 0.13% | 144 |
|
|
2022
Q2 | $965K | Sell |
12,771
-634
| -5% | -$47.9K | 0.13% | 142 |
|
|
2022
Q1 | $1.04M | Sell |
13,405
-1,668
| -11% | -$129K | 0.13% | 141 |
|
|
2021
Q4 | $940K | Sell |
15,073
-2,582
| -15% | -$161K | 0.11% | 158 |
|
|
2021
Q3 | $1.05M | Sell |
17,655
-268
| -1% | -$15.9K | 0.14% | 136 |
|
|
2021
Q2 | $1.21M | Sell |
17,923
-1,992
| -10% | -$135K | 0.18% | 106 |
|
|
2021
Q1 | $1.26M | Sell |
19,915
-142
| -0.7% | -$8.96K | 0.2% | 103 |
|
|
2020
Q4 | $1.33M | Sell |
20,057
-471
| -2% | -$31.2K | 0.23% | 91 |
|
|
2020
Q3 | $1.24M | Sell |
20,528
-903
| -4% | -$54.5K | 0.25% | 87 |
|
|
2020
Q2 | $1.26M | Buy |
21,431
+441
| +2% | +$25.9K | 0.3% | 81 |
|
|
2020
Q1 | $1.17K | Buy |
20,990
+692
| +3% | +$39 | 0.27% | 73 |
|
|
2019
Q4 | $1.3M | Buy |
20,298
+2,929
| +17% | +$188K | 0.27% | 87 |
|
|
2019
Q3 | $880K | Sell |
17,369
-355
| -2% | -$18K | 0.2% | 116 |
|
|
2019
Q2 | $803K | Sell |
17,724
-375
| -2% | -$17K | 0.19% | 113 |
|
|
2019
Q1 | $863K | Buy |
18,099
+113
| +0.6% | +$5.39K | 0.21% | 108 |
|
|
2018
Q4 | $934 | Sell |
17,986
-976
| -5% | -$51 | 0.23% | 95 |
|
|
2018
Q3 | $1.18M | Sell |
18,962
-109
| -0.6% | -$6.77K | 0.29% | 86 |
|
|
2018
Q2 | $1.06M | Buy |
19,071
+66
| +0.3% | +$3.65K | 0.27% | 88 |
|
|
2018
Q1 | $1.2M | Buy |
19,005
+414
| +2% | +$26.2K | 0.33% | 79 |
|
|
2017
Q4 | $1.14M | Sell |
18,591
-46
| -0.2% | -$2.82K | 0.3% | 82 |
|
|
2017
Q3 | $1.19M | Sell |
18,637
-710
| -4% | -$45.2K | 0.33% | 74 |
|
|
2017
Q2 | $1.08M | Sell |
19,347
-361
| -2% | -$20.1K | 0.3% | 80 |
|
|
2017
Q1 | $1.07M | Buy |
19,708
+662
| +3% | +$36K | 0.32% | 73 |
|
|
2016
Q4 | $1.11M | Sell |
19,046
-39
| -0.2% | -$2.28K | 0.37% | 62 |
|
|
2016
Q3 | $1.03M | Buy |
19,085
+3,821
| +25% | +$206K | 0.35% | 67 |
|
|
2016
Q2 | $1.12M | Sell |
15,264
-41
| -0.3% | -$3.01K | 0.44% | 55 |
|
|
2016
Q1 | $977K | Buy |
15,305
+191
| +1% | +$12.2K | 0.33% | 62 |
|
|
2015
Q4 | $1.04K | Sell |
15,114
-181
| -1% | -$12 | 0.36% | 58 |
|
|
2015
Q3 | $905K | Sell |
15,295
-183
| -1% | -$10.8K | 0.38% | 64 |
|
|
2015
Q2 | $1.03M | Sell |
15,478
-135
| -0.9% | -$8.98K | 0.4% | 66 |
|
|
2015
Q1 | $1.01K | Sell |
15,613
-220
| -1% | -$14 | 0.28% | 68 |
|
|
2014
Q4 | $934K | Sell |
15,833
-416
| -3% | -$24.5K | 0.35% | 66 |
|
|
2014
Q3 | $831K | Sell |
16,249
-527
| -3% | -$27K | 0.29% | 77 |
|
|
2014
Q2 | $813K | Buy |
16,776
+213
| +1% | +$10.3K | 0.31% | 81 |
|
|
2014
Q1 | $860K | Buy |
16,563
+187
| +1% | +$9.71K | 0.34% | 74 |
|
|
2013
Q4 | $870K | Buy |
16,376
+385
| +2% | +$20.5K | 0.35% | 77 |
|
|
2013
Q3 | $740K | Buy |
15,991
+84
| +0.5% | +$3.89K | 0.33% | 81 |
|
|
2013
Q2 | $710K | Buy |
+15,907
| New | +$710K | 0.33% | 86 |
|