Wealth Alliance 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 | $798K | Buy |
17,239
+640
| +4% | +$29.6K | 0.15% | 81 |
|
|
2025
Q1 | $1.01M | Sell |
16,599
-670
| -4% | -$40.9K | 0.21% | 74 |
|
|
2024
Q4 | $977K | Sell |
17,269
-371
| -2% | -$21K | 0.21% | 74 |
|
|
2024
Q3 | $913K | Buy |
17,640
+10,831
| +159% | +$560K | 0.19% | 82 |
|
|
2024
Q2 | $283K | Sell |
6,809
-485
| -7% | -$20.1K | 0.06% | 149 |
|
|
2024
Q1 | $396K | Sell |
7,294
-22
| -0.3% | -$1.19K | 0.09% | 128 |
|
|
2023
Q4 | $375K | Sell |
7,316
-282
| -4% | -$14.5K | 0.1% | 127 |
|
|
2023
Q3 | $441K | Buy |
7,598
+660
| +10% | +$38.3K | 0.13% | 102 |
|
|
2023
Q2 | $444K | Sell |
6,938
-259
| -4% | -$16.6K | 0.16% | 98 |
|
|
2023
Q1 | $499K | Buy |
7,197
+100
| +1% | +$6.93K | 0.19% | 83 |
|
|
2022
Q4 | $511K | Sell |
7,097
-290
| -4% | -$20.9K | 0.2% | 79 |
|
|
2022
Q3 | $525K | Sell |
7,387
-73
| -1% | -$5.19K | 0.23% | 70 |
|
|
2022
Q2 | $574K | Sell |
7,460
-47
| -0.6% | -$3.62K | 0.27% | 64 |
|
|
2022
Q1 | $548K | Sell |
7,507
-4,004
| -35% | -$292K | 0.24% | 69 |
|
|
2021
Q4 | $718K | Sell |
11,511
-2,164
| -16% | -$135K | 0.31% | 59 |
|
|
2021
Q3 | $809K | Sell |
13,675
-425
| -3% | -$25.1K | 0.39% | 45 |
|
|
2021
Q2 | $942K | Buy |
14,100
+5
| +0% | +$334 | 0.46% | 42 |
|
|
2021
Q1 | $890K | Buy |
14,095
+1,529
| +12% | +$96.5K | 0.46% | 42 |
|
|
2020
Q4 | $779K | Buy |
12,566
+100
| +0.8% | +$6.2K | 0.42% | 44 |
|
|
2020
Q3 | $752K | Sell |
12,466
-768
| -6% | -$46.3K | 0.44% | 43 |
|
|
2020
Q2 | $778K | Sell |
13,234
-146
| -1% | -$8.58K | 0.48% | 37 |
|
|
2020
Q1 | $746K | Buy |
13,380
+139
| +1% | +$7.75K | 0.58% | 36 |
|
|
2019
Q4 | $850K | Buy |
13,241
+1,820
| +16% | +$117K | 0.49% | 38 |
|
|
2019
Q3 | $589K | Buy |
11,421
+96
| +0.8% | +$4.95K | 0.37% | 48 |
|
|
2019
Q2 | $500K | Hold |
11,325
| – | – | 0.31% | 54 |
|
|
2019
Q1 | $535K | Hold |
11,325
| – | – | 0.35% | 51 |
|
|
2018
Q4 | $589K | Hold |
11,325
| – | – | 0.44% | 45 |
|
|
2018
Q3 | $703K | Hold |
11,325
| – | – | 0.36% | 55 |
|
|
2018
Q2 | $627K | Sell |
11,325
-89
| -0.8% | -$4.93K | 0.34% | 52 |
|
|
2018
Q1 | $722K | Buy |
11,414
+1,800
| +19% | +$114K | 0.42% | 47 |
|
|
2017
Q4 | $589K | Buy |
+9,614
| New | +$589K | 0.53% | 46 |
|