Wealthcare Advisory Partners’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 | $2.2M | Buy |
47,473
+546
| +1% | +$25.3K | 0.05% | 305 |
|
|
2025
Q1 | $2.86M | Buy |
46,927
+3,041
| +7% | +$185K | 0.08% | 226 |
|
|
2024
Q4 | $2.48M | Sell |
43,886
-1,065
| -2% | -$60.2K | 0.07% | 232 |
|
|
2024
Q3 | $2.33M | Buy |
44,951
+395
| +0.9% | +$20.4K | 0.07% | 245 |
|
|
2024
Q2 | $1.85M | Buy |
44,556
+6,015
| +16% | +$250K | 0.06% | 251 |
|
|
2024
Q1 | $2.09M | Sell |
38,541
-5,602
| -13% | -$304K | 0.07% | 221 |
|
|
2023
Q4 | $2.26M | Sell |
44,143
-2,489
| -5% | -$128K | 0.09% | 178 |
|
|
2023
Q3 | $2.71M | Sell |
46,632
-1,405
| -3% | -$81.5K | 0.12% | 141 |
|
|
2023
Q2 | $3.07M | Sell |
48,037
-1,247
| -3% | -$79.7K | 0.14% | 130 |
|
|
2023
Q1 | $3.42M | Sell |
49,284
-2,026
| -4% | -$140K | 0.15% | 120 |
|
|
2022
Q4 | $3.69M | Buy |
51,310
+1,437
| +3% | +$103K | 0.18% | 99 |
|
|
2022
Q3 | $3.55M | Buy |
49,873
+910
| +2% | +$64.7K | 0.2% | 90 |
|
|
2022
Q2 | $3.77M | Buy |
48,963
+6,898
| +16% | +$531K | 0.23% | 72 |
|
|
2022
Q1 | $3.07M | Sell |
42,065
-7,834
| -16% | -$572K | 0.19% | 68 |
|
|
2021
Q4 | $3.11M | Sell |
49,899
-1,585
| -3% | -$98.8K | 0.19% | 68 |
|
|
2021
Q3 | $3.05M | Buy |
51,484
+2,007
| +4% | +$119K | 0.2% | 73 |
|
|
2021
Q2 | $3.31M | Buy |
49,477
+5,051
| +11% | +$338K | 0.22% | 68 |
|
|
2021
Q1 | $2.81M | Buy |
44,426
+18,171
| +69% | +$1.15M | 0.2% | 68 |
|
|
2020
Q4 | $1.63M | Buy |
26,255
+1,365
| +5% | +$84.7K | 0.14% | 88 |
|
|
2020
Q3 | $1.5M | Buy |
24,890
+308
| +1% | +$18.6K | 0.16% | 83 |
|
|
2020
Q2 | $1.45M | Buy |
24,582
+61
| +0.2% | +$3.59K | 0.18% | 73 |
|
|
2020
Q1 | $1.37M | Sell |
24,521
-1,252
| -5% | -$69.8K | 0.2% | 66 |
|
|
2019
Q4 | $1.65M | Buy |
25,773
+1,034
| +4% | +$66.4K | 0.21% | 63 |
|
|
2019
Q3 | $1.26M | Sell |
24,739
-729
| -3% | -$37K | 0.18% | 72 |
|
|
2019
Q2 | $1.16M | Buy |
25,468
+195
| +0.8% | +$8.84K | 0.18% | 70 |
|
|
2019
Q1 | $1.21M | Sell |
25,273
-715
| -3% | -$34.1K | 0.21% | 67 |
|
|
2018
Q4 | $1.35M | Buy |
25,988
+890
| +4% | +$46.3K | 0.26% | 54 |
|
|
2018
Q3 | $1.56M | Sell |
25,098
-993
| -4% | -$61.6K | 0.29% | 52 |
|
|
2018
Q2 | $1.44M | Sell |
26,091
-1,837
| -7% | -$102K | 0.28% | 54 |
|
|
2018
Q1 | $1.77M | Sell |
27,928
-844
| -3% | -$53.4K | 0.4% | 37 |
|
|
2017
Q4 | $1.76M | Buy |
28,772
+14
| +0% | +$858 | 0.45% | 30 |
|
|
2017
Q3 | $1.83M | Buy |
28,758
+28,556
| +14,137% | +$1.82M | 0.54% | 26 |
|
|
2017
Q2 | $11K | Buy |
202
+76
| +60% | +$4.14K | 0.01% | 78 |
|
|
2017
Q1 | $7K | Buy |
126
+55
| +77% | +$3.06K | ﹤0.01% | 83 |
|
|
2016
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 92 |
|
|
2016
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 73 |
|
|
2016
Q2 | $5K | Buy |
+71
| New | +$5K | ﹤0.01% | 89 |
|