Wealthquest’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 |
-4,669
| Closed | -$285K | – | 138 |
|
|
2025
Q1 | $285K | Sell |
4,669
-276
| -6% | -$16.8K | 0.02% | 102 |
|
|
2024
Q4 | $280K | Buy |
4,945
+135
| +3% | +$7.64K | 0.02% | 103 |
|
|
2024
Q3 | $254K | Sell |
4,810
-1,300
| -21% | -$68.8K | 0.02% | 107 |
|
|
2024
Q2 | $254K | Sell |
6,110
-20
| -0.3% | -$831 | 0.03% | 110 |
|
|
2024
Q1 | $332K | Hold |
6,130
| – | – | 0.04% | 97 |
|
|
2023
Q4 | $315K | Sell |
6,130
-92
| -1% | -$4.72K | 0.03% | 102 |
|
|
2023
Q3 | $361K | Buy |
+6,222
| New | +$361K | 0.04% | 89 |
|
|
2023
Q2 | – | Sell |
-3,726
| Closed | -$258K | – | 122 |
|
|
2023
Q1 | $258K | Sell |
3,726
-233
| -6% | -$16.1K | 0.03% | 104 |
|
|
2022
Q4 | $285K | Hold |
3,959
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $281K | Sell |
3,959
-106
| -3% | -$7.52K | 0.04% | 97 |
|
|
2022
Q2 | $313K | Sell |
4,065
-1
| -0% | -$77 | 0.05% | 94 |
|
|
2022
Q1 | $253K | Hold |
4,066
| – | – | 0.04% | 124 |
|
|
2021
Q4 | $253K | Buy |
+4,066
| New | +$253K | 0.04% | 124 |
|
|
2021
Q3 | – | Sell |
-3,512
| Closed | -$234K | – | 137 |
|
|
2021
Q2 | $234K | Buy |
3,512
+46
| +1% | +$3.07K | 0.04% | 127 |
|
|
2021
Q1 | $218K | Sell |
3,466
-56
| -2% | -$3.52K | 0.04% | 132 |
|
|
2020
Q4 | $218K | Buy |
3,522
+56
| +2% | +$3.47K | 0.05% | 121 |
|
|
2020
Q3 | $208K | Sell |
3,466
-189
| -5% | -$11.3K | 0.05% | 106 |
|
|
2020
Q2 | $203K | Buy |
+3,655
| New | +$203K | 0.05% | 105 |
|
|
2019
Q4 | $323K | Buy |
5,045
+432
| +9% | +$27.7K | 0.09% | 100 |
|
|
2019
Q3 | $233K | Buy |
+4,613
| New | +$233K | 0.08% | 118 |
|
|
2019
Q2 | – | Sell |
-4,642
| Closed | -$221K | – | 128 |
|
|
2019
Q1 | $221K | Sell |
4,642
-237
| -5% | -$11.3K | 0.08% | 122 |
|
|
2018
Q4 | $253K | Buy |
+4,879
| New | +$253K | 0.1% | 105 |
|