Wells Trecaso Financial 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
Q2 | $1.87M | Sell |
40,491
-1,624
| -4% | -$75.2K | 0.58% | 38 |
|
|
2025
Q1 | $2.57M | Sell |
42,115
-142
| -0.3% | -$8.66K | 0.86% | 31 |
|
|
2024
Q4 | $2.39M | Sell |
42,257
-1,730
| -4% | -$97.8K | 0.78% | 32 |
|
|
2024
Q3 | $2.28M | Sell |
43,987
-1,745
| -4% | -$90.3K | 0.75% | 32 |
|
|
2024
Q2 | $1.9M | Sell |
45,732
-1,915
| -4% | -$79.5K | 0.66% | 33 |
|
|
2024
Q1 | $2.58M | Sell |
47,647
-4,536
| -9% | -$246K | 0.91% | 29 |
|
|
2023
Q4 | $2.68M | Sell |
52,183
-9,675
| -16% | -$496K | 1.08% | 26 |
|
|
2023
Q3 | $3.59M | Sell |
61,858
-1,570
| -2% | -$91.1K | 1.6% | 24 |
|
|
2023
Q2 | $4.06M | Sell |
63,428
-1,762
| -3% | -$113K | 1.75% | 23 |
|
|
2023
Q1 | $4.52M | Buy |
65,190
+851
| +1% | +$59K | 2.09% | 21 |
|
|
2022
Q4 | $4.63M | Buy |
64,339
+696
| +1% | +$50.1K | 2.31% | 20 |
|
|
2022
Q3 | $4.52M | Buy |
63,643
+65
| +0.1% | +$4.62K | 2.48% | 19 |
|
|
2022
Q2 | $4.9M | Sell |
63,578
-375
| -0.6% | -$28.9K | 2.54% | 16 |
|
|
2022
Q1 | $4.67M | Buy |
63,953
+2,320
| +4% | +$169K | 2.08% | 22 |
|
|
2021
Q4 | $3.84M | Buy |
61,633
+1,844
| +3% | +$115K | 1.67% | 22 |
|
|
2021
Q3 | $3.54M | Buy |
59,789
+1,112
| +2% | +$65.8K | 1.69% | 24 |
|
|
2021
Q2 | $3.92M | Buy |
58,677
+3,035
| +5% | +$203K | 1.89% | 22 |
|
|
2021
Q1 | $3.51M | Buy |
55,642
+1,145
| +2% | +$72.3K | 1.85% | 23 |
|
|
2020
Q4 | $3.38M | Buy |
54,497
+3,303
| +6% | +$205K | 1.88% | 22 |
|
|
2020
Q3 | $3.09M | Buy |
51,194
+5,360
| +12% | +$323K | 1.97% | 19 |
|
|
2020
Q2 | $2.7M | Buy |
45,834
+3,927
| +9% | +$231K | 1.86% | 21 |
|
|
2020
Q1 | $2.34M | Buy |
41,907
+2,030
| +5% | +$113K | 2.08% | 17 |
|
|
2019
Q4 | $2.56M | Buy |
39,877
+500
| +1% | +$32.1K | 1.85% | 18 |
|
|
2019
Q3 | $2M | Buy |
39,377
+895
| +2% | +$45.4K | 1.59% | 20 |
|
|
2019
Q2 | $1.75M | Sell |
38,482
-1,060
| -3% | -$48.1K | 1.43% | 21 |
|
|
2019
Q1 | $1.89M | Sell |
39,542
-535
| -1% | -$25.5K | 1.58% | 20 |
|
|
2018
Q4 | $2.08M | Buy |
40,077
+342
| +0.9% | +$17.8K | 1.99% | 18 |
|
|
2018
Q3 | $2.47M | Sell |
39,735
-930
| -2% | -$57.7K | 2.05% | 17 |
|
|
2018
Q2 | $2.25M | Sell |
40,665
-1,945
| -5% | -$108K | 2.11% | 19 |
|
|
2018
Q1 | $2.7M | Buy |
42,610
+6,057
| +17% | +$383K | 2.57% | 15 |
|
|
2017
Q4 | $2.24M | Buy |
+36,553
| New | +$2.24M | 2.19% | 19 |
|