Wealth Architects’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 | $286K | Buy |
6,177
+146
| +2% | +$6.76K | 0.03% | 175 |
|
|
2025
Q1 | $368K | Buy |
6,031
+66
| +1% | +$4.03K | 0.04% | 159 |
|
|
2024
Q4 | $337K | Buy |
5,965
+302
| +5% | +$17.1K | 0.04% | 156 |
|
|
2024
Q3 | $293K | Sell |
5,663
-255
| -4% | -$13.2K | 0.03% | 167 |
|
|
2024
Q2 | $246K | Sell |
5,918
-459
| -7% | -$19.1K | 0.03% | 179 |
|
|
2024
Q1 | $346K | Sell |
6,377
-188
| -3% | -$10.2K | 0.05% | 150 |
|
|
2023
Q4 | $337K | Sell |
6,565
-1,722
| -21% | -$88.4K | 0.05% | 141 |
|
|
2023
Q3 | $481K | Buy |
8,287
+275
| +3% | +$16K | 0.08% | 111 |
|
|
2023
Q2 | $512K | Buy |
8,012
+366
| +5% | +$23.4K | 0.08% | 110 |
|
|
2023
Q1 | $530K | Buy |
7,646
+233
| +3% | +$16.1K | 0.09% | 98 |
|
|
2022
Q4 | $533K | Buy |
7,413
+19
| +0.3% | +$1.37K | 0.1% | 91 |
|
|
2022
Q3 | $526K | Sell |
7,394
-881
| -11% | -$62.7K | 0.11% | 85 |
|
|
2022
Q2 | $637K | Buy |
8,275
+245
| +3% | +$18.9K | 0.12% | 77 |
|
|
2022
Q1 | $586K | Sell |
8,030
-374
| -4% | -$27.3K | 0.1% | 94 |
|
|
2021
Q4 | $524K | Sell |
8,404
-627
| -7% | -$39.1K | 0.09% | 105 |
|
|
2021
Q3 | $534K | Buy |
9,031
+394
| +5% | +$23.3K | 0.1% | 94 |
|
|
2021
Q2 | $577K | Buy |
8,637
+610
| +8% | +$40.8K | 0.11% | 81 |
|
|
2021
Q1 | $507K | Buy |
8,027
+236
| +3% | +$14.9K | 0.11% | 83 |
|
|
2020
Q4 | $483K | Buy |
7,791
+315
| +4% | +$19.5K | 0.11% | 80 |
|
|
2020
Q3 | $451K | Buy |
7,476
+64
| +0.9% | +$3.86K | 0.12% | 76 |
|
|
2020
Q2 | $436K | Sell |
7,412
-4
| -0.1% | -$235 | 0.12% | 76 |
|
|
2020
Q1 | $413K | Buy |
7,416
+542
| +8% | +$30.2K | 0.14% | 73 |
|
|
2019
Q4 | $441K | Buy |
6,874
+109
| +2% | +$6.99K | 0.12% | 75 |
|
|
2019
Q3 | $343K | Buy |
6,765
+85
| +1% | +$4.31K | 0.1% | 88 |
|
|
2019
Q2 | $303K | Buy |
6,680
+394
| +6% | +$17.9K | 0.09% | 93 |
|
|
2019
Q1 | $300K | Buy |
6,286
+177
| +3% | +$8.45K | 0.09% | 90 |
|
|
2018
Q4 | $318K | Sell |
6,109
-814
| -12% | -$42.4K | 0.11% | 82 |
|
|
2018
Q3 | $430K | Buy |
6,923
+848
| +14% | +$52.7K | 0.13% | 68 |
|
|
2018
Q2 | $336K | Sell |
6,075
-73
| -1% | -$4.04K | 0.11% | 78 |
|
|
2018
Q1 | $389K | Hold |
6,148
| – | – | 0.13% | 68 |
|
|
2017
Q4 | $377K | Sell |
6,148
-278
| -4% | -$17K | 0.12% | 78 |
|
|
2017
Q3 | $410K | Sell |
6,426
-161
| -2% | -$10.3K | 0.14% | 73 |
|
|
2017
Q2 | $367K | Sell |
6,587
-406
| -6% | -$22.6K | 0.14% | 78 |
|
|
2017
Q1 | $380K | Buy |
6,993
+56
| +0.8% | +$3.04K | 0.15% | 73 |
|
|
2016
Q4 | $405K | Buy |
6,937
+27
| +0.4% | +$1.58K | 0.18% | 69 |
|
|
2016
Q3 | $372K | Sell |
6,910
-190
| -3% | -$10.2K | 0.17% | 73 |
|
|
2016
Q2 | $522K | Sell |
7,100
-132
| -2% | -$9.71K | 0.25% | 57 |
|
|
2016
Q1 | $462K | Sell |
7,232
-222
| -3% | -$14.2K | 0.23% | 60 |
|
|
2015
Q4 | $513K | Sell |
7,454
-400
| -5% | -$27.5K | 0.25% | 60 |
|
|
2015
Q3 | $465K | Sell |
7,854
-430
| -5% | -$25.5K | 0.25% | 60 |
|
|
2015
Q2 | $551K | Hold |
8,284
| – | – | 0.3% | 52 |
|
|
2015
Q1 | $534K | Buy |
8,284
+300
| +4% | +$19.3K | 0.31% | 46 |
|
|
2014
Q4 | $471K | Buy |
+7,984
| New | +$471K | 0.28% | 51 |
|