Williams Jones Wealth Management’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 |
-4,840
| Closed | -$295K | – | 513 |
|
|
2025
Q1 | $295K | Sell |
4,840
-7,480
| -61% | -$456K | ﹤0.01% | 403 |
|
|
2024
Q4 | $697K | Sell |
12,320
-3,473
| -22% | -$196K | 0.01% | 291 |
|
|
2024
Q3 | $817K | Sell |
15,793
-8,099
| -34% | -$419K | 0.01% | 285 |
|
|
2024
Q2 | $992K | Sell |
23,892
-16,939
| -41% | -$703K | 0.01% | 257 |
|
|
2024
Q1 | $2.21M | Sell |
40,831
-67,462
| -62% | -$3.66M | 0.03% | 185 |
|
|
2023
Q4 | $5.56M | Sell |
108,293
-28,842
| -21% | -$1.48M | 0.08% | 125 |
|
|
2023
Q3 | $7.96M | Buy |
137,135
+43
| +0% | +$2.5K | 0.12% | 112 |
|
|
2023
Q2 | $8.77M | Sell |
137,092
-1,400
| -1% | -$89.5K | 0.13% | 107 |
|
|
2023
Q1 | $9.6M | Sell |
138,492
-1,555
| -1% | -$108K | 0.15% | 104 |
|
|
2022
Q4 | $10.1M | Sell |
140,047
-3,273
| -2% | -$235K | 0.17% | 98 |
|
|
2022
Q3 | $10.2M | Buy |
143,320
+3,393
| +2% | +$241K | 0.18% | 93 |
|
|
2022
Q2 | $10.8M | Buy |
139,927
+15,534
| +12% | +$1.2M | 0.17% | 96 |
|
|
2022
Q1 | $9.08M | Buy |
124,393
+6,375
| +5% | +$466K | 0.13% | 107 |
|
|
2021
Q4 | $7.36M | Sell |
118,018
-334
| -0.3% | -$20.8K | 0.09% | 116 |
|
|
2021
Q3 | $7M | Sell |
118,352
-1,735
| -1% | -$103K | 0.1% | 121 |
|
|
2021
Q2 | $8.02M | Sell |
120,087
-8,922
| -7% | -$596K | 0.11% | 112 |
|
|
2021
Q1 | $8.14M | Sell |
129,009
-4,931
| -4% | -$311K | 0.13% | 101 |
|
|
2020
Q4 | $8.31M | Sell |
133,940
-1,055
| -0.8% | -$65.4K | 0.14% | 93 |
|
|
2020
Q3 | $8.14M | Sell |
134,995
-1,312
| -1% | -$79.1K | 0.15% | 88 |
|
|
2020
Q2 | $8.02M | Sell |
136,307
-3,119
| -2% | -$183K | 0.16% | 88 |
|
|
2020
Q1 | $7.77M | Sell |
139,426
-6,438
| -4% | -$359K | 0.2% | 79 |
|
|
2019
Q4 | $9.36M | Sell |
145,864
-25,990
| -15% | -$1.67M | 0.18% | 87 |
|
|
2019
Q3 | $8.72M | Buy |
+171,854
| New | +$8.72M | 0.18% | 89 |
|