Wealthspire Advisors (New York)’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 | $2.69M | Sell |
58,162
-982
| -2% | -$45.5K | 0.02% | 236 |
|
|
2025
Q1 | $3.61M | Buy |
59,144
+30,465
| +106% | +$1.86M | 0.02% | 186 |
|
|
2024
Q4 | $1.62M | Buy |
28,679
+170
| +0.6% | +$9.62K | 0.02% | 278 |
|
|
2024
Q3 | $1.48M | Buy |
28,509
+1,286
| +5% | +$66.5K | 0.02% | 301 |
|
|
2024
Q2 | $1.13M | Sell |
27,223
-1,464
| -5% | -$60.8K | 0.01% | 299 |
|
|
2024
Q1 | $1.56M | Sell |
28,687
-6,714
| -19% | -$364K | 0.02% | 240 |
|
|
2023
Q4 | $1.82M | Buy |
35,401
+5,962
| +20% | +$306K | 0.03% | 211 |
|
|
2023
Q3 | $1.71M | Buy |
29,439
+4,878
| +20% | +$283K | 0.03% | 189 |
|
|
2023
Q2 | $1.57M | Sell |
24,561
-2,522
| -9% | -$161K | 0.03% | 177 |
|
|
2023
Q1 | $1.88M | Sell |
27,083
-4,398
| -14% | -$305K | 0.03% | 162 |
|
|
2022
Q4 | $2.27M | Buy |
31,481
+3,621
| +13% | +$261K | 0.04% | 140 |
|
|
2022
Q3 | $1.98M | Buy |
27,860
+5,123
| +23% | +$364K | 0.04% | 144 |
|
|
2022
Q2 | $1.75M | Buy |
22,737
+4,833
| +27% | +$372K | 0.04% | 154 |
|
|
2022
Q1 | $1.31M | Sell |
17,904
-6,067
| -25% | -$443K | 0.03% | 165 |
|
|
2021
Q4 | $1.5M | Buy |
23,971
+1,765
| +8% | +$110K | 0.03% | 175 |
|
|
2021
Q3 | $1.31M | Buy |
22,206
+16,152
| +267% | +$956K | 0.03% | 214 |
|
|
2021
Q2 | $405K | Sell |
6,054
-34,236
| -85% | -$2.29M | 0.01% | 251 |
|
|
2021
Q1 | $2.54M | Buy |
40,290
+8,700
| +28% | +$549K | 0.06% | 148 |
|
|
2020
Q4 | $1.96M | Buy |
31,590
+10,089
| +47% | +$626K | 0.06% | 140 |
|
|
2020
Q3 | $1.3M | Buy |
21,501
+3,611
| +20% | +$218K | 0.08% | 107 |
|
|
2020
Q2 | $1.05M | Sell |
17,890
-18,515
| -51% | -$1.09M | 0.07% | 102 |
|
|
2020
Q1 | $2.03M | Buy |
36,405
+27,128
| +292% | +$1.51M | 0.09% | 121 |
|
|
2019
Q4 | $595K | Buy |
9,277
+4,360
| +89% | +$280K | 0.04% | 92 |
|
|
2019
Q3 | $249K | Buy |
+4,917
| New | +$249K | 0.02% | 135 |
|
|
2019
Q1 | – | Sell |
-1,064
| Closed | -$55K | – | 146 |
|
|
2018
Q4 | $55K | Buy |
+1,064
| New | +$55K | 0.01% | 170 |
|