Wealthfront Advisers’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 | $16.2M | Sell |
350,738
-15,045
| -4% | -$696K | 0.04% | 142 |
|
2025
Q1 | $22.3M | Buy |
365,783
+116,178
| +47% | +$7.09M | 0.06% | 98 |
|
2024
Q4 | $14.1M | Buy |
249,605
+149,692
| +150% | +$8.47M | 0.04% | 135 |
|
2024
Q3 | $5.17M | Buy |
99,913
+71,914
| +257% | +$3.72M | 0.02% | 302 |
|
2024
Q2 | $1.16M | Sell |
27,999
-51,933
| -65% | -$2.16M | ﹤0.01% | 599 |
|
2024
Q1 | $4.33M | Sell |
79,932
-56,532
| -41% | -$3.07M | 0.02% | 304 |
|
2023
Q4 | $7M | Sell |
136,464
-6,593
| -5% | -$338K | 0.03% | 176 |
|
2023
Q3 | $8.3M | Sell |
143,057
-47,216
| -25% | -$2.74M | 0.04% | 139 |
|
2023
Q2 | $12.2M | Buy |
190,273
+6,285
| +3% | +$402K | 0.05% | 102 |
|
2023
Q1 | $12.8M | Sell |
183,988
-60,632
| -25% | -$4.2M | 0.06% | 95 |
|
2022
Q4 | $17.6M | Buy |
244,620
+2,303
| +1% | +$166K | 0.09% | 63 |
|
2022
Q3 | $17.2M | Buy |
242,317
+5,276
| +2% | +$375K | 0.09% | 61 |
|
2022
Q2 | $18.3M | Buy |
237,041
+35,663
| +18% | +$2.75M | 0.09% | 61 |
|
2022
Q1 | $14.7M | Buy |
201,378
+81,853
| +68% | +$5.98M | 0.06% | 67 |
|
2021
Q4 | $7.45M | Buy |
119,525
+14,230
| +14% | +$887K | 0.03% | 135 |
|
2021
Q3 | $6.23M | Sell |
105,295
-34,393
| -25% | -$2.04M | 0.03% | 128 |
|
2021
Q2 | $9.33M | Buy |
139,688
+2,199
| +2% | +$147K | 0.04% | 81 |
|
2021
Q1 | $8.68M | Buy |
137,489
+8,813
| +7% | +$556K | 0.05% | 74 |
|
2020
Q4 | $7.98M | Buy |
128,676
+1,860
| +1% | +$115K | 0.05% | 71 |
|
2020
Q3 | $7.65M | Buy |
126,816
+9,723
| +8% | +$586K | 0.05% | 68 |
|
2020
Q2 | $6.89M | Buy |
117,093
+2,920
| +3% | +$172K | 0.05% | 68 |
|
2020
Q1 | $6.36M | Buy |
114,173
+15,851
| +16% | +$884K | 0.06% | 58 |
|
2019
Q4 | $6.31M | Buy |
98,322
+53,321
| +118% | +$3.42M | 0.05% | 66 |
|
2019
Q3 | $2.28M | Buy |
45,001
+24,759
| +122% | +$1.26M | 0.02% | 148 |
|
2019
Q2 | $918K | Buy |
20,242
+4,096
| +25% | +$186K | 0.01% | 295 |
|
2019
Q1 | $770K | Sell |
16,146
-24,067
| -60% | -$1.15M | 0.01% | 302 |
|
2018
Q4 | $2.09M | Buy |
+40,213
| New | +$2.09M | 0.02% | 122 |
|