Weaver Consulting Group’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
Q1 | – | Sell |
-3,570
| Closed | -$202K | – | 225 |
|
|
2024
Q4 | $202K | Buy |
+3,570
| New | +$202K | 0.06% | 211 |
|
|
2024
Q2 | – | Sell |
-4,632
| Closed | -$251K | – | 206 |
|
|
2024
Q1 | $251K | Buy |
4,632
+200
| +5% | +$10.8K | 0.09% | 169 |
|
|
2023
Q4 | $227K | Sell |
4,432
-148
| -3% | -$7.59K | 0.09% | 177 |
|
|
2023
Q3 | $266K | Sell |
4,580
-125
| -3% | -$7.26K | 0.12% | 146 |
|
|
2023
Q2 | $301K | Sell |
4,705
-7
| -0.1% | -$448 | 0.13% | 137 |
|
|
2023
Q1 | $327K | Sell |
4,712
-227
| -5% | -$15.7K | 0.15% | 127 |
|
|
2022
Q4 | $355K | Sell |
4,939
-635
| -11% | -$45.7K | 0.18% | 110 |
|
|
2022
Q3 | $396K | Sell |
5,574
-3
| -0.1% | -$213 | 0.23% | 90 |
|
|
2022
Q2 | $429K | Sell |
5,577
-480
| -8% | -$36.9K | 0.24% | 83 |
|
|
2022
Q1 | $442K | Hold |
6,057
| – | – | 0.21% | 86 |
|
|
2021
Q4 | $378K | Sell |
6,057
-347
| -5% | -$21.7K | 0.18% | 104 |
|
|
2021
Q3 | $379K | Buy |
6,404
+264
| +4% | +$15.6K | 0.21% | 98 |
|
|
2021
Q2 | $410K | Buy |
6,140
+800
| +15% | +$53.4K | 0.23% | 90 |
|
|
2021
Q1 | $337K | Sell |
5,340
-201
| -4% | -$12.7K | 0.21% | 92 |
|
|
2020
Q4 | $344K | Sell |
5,541
-188
| -3% | -$11.7K | 0.21% | 89 |
|
|
2020
Q3 | $345K | Sell |
5,729
-279
| -5% | -$16.8K | 0.2% | 77 |
|
|
2020
Q2 | $353K | Hold |
6,008
| – | – | 0.21% | 75 |
|
|
2020
Q1 | $335K | Buy |
6,008
+102
| +2% | +$5.69K | 0.22% | 69 |
|
|
2019
Q4 | $300K | Hold |
5,906
| – | – | 0.16% | 83 |
|
|
2019
Q3 | $263K | Buy |
5,906
+200
| +4% | +$8.91K | 0.14% | 87 |
|
|
2019
Q2 | $259K | Hold |
5,706
| – | – | 0.14% | 84 |
|
|
2019
Q1 | $263K | Buy |
+5,706
| New | +$263K | 0.07% | 182 |
|