Winthrop Advisory 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 | – | Sell |
-3,442
| Closed | -$210K | – | 182 |
|
|
2025
Q1 | $210K | Buy |
+3,442
| New | +$210K | 0.03% | 145 |
|
|
2024
Q2 | – | Sell |
-4,077
| Closed | -$221K | – | 146 |
|
|
2024
Q1 | $221K | Buy |
4,077
+59
| +1% | +$3.2K | 0.03% | 130 |
|
|
2023
Q4 | $206K | Sell |
4,018
-299
| -7% | -$15.3K | 0.03% | 133 |
|
|
2023
Q3 | $251K | Sell |
4,317
-52
| -1% | -$3.02K | 0.04% | 104 |
|
|
2023
Q2 | $279K | Sell |
4,369
-38
| -0.9% | -$2.43K | 0.04% | 105 |
|
|
2023
Q1 | $305K | Sell |
4,407
-287
| -6% | -$19.9K | 0.05% | 97 |
|
|
2022
Q4 | $338K | Buy |
4,694
+1
| +0% | +$72 | 0.06% | 92 |
|
|
2022
Q3 | $334K | Buy |
4,693
+127
| +3% | +$9.04K | 0.07% | 76 |
|
|
2022
Q2 | $354K | Buy |
4,566
+7
| +0.2% | +$543 | 0.08% | 77 |
|
|
2022
Q1 | $335K | Buy |
4,559
+387
| +9% | +$28.4K | 0.07% | 92 |
|
|
2021
Q4 | $260K | Sell |
4,172
-398
| -9% | -$24.8K | 0.05% | 112 |
|
|
2021
Q3 | $273K | Buy |
4,570
+406
| +10% | +$24.3K | 0.06% | 108 |
|
|
2021
Q2 | $276K | Sell |
4,164
-1,369
| -25% | -$90.7K | 0.06% | 103 |
|
|
2021
Q1 | $349K | Buy |
5,533
+1,097
| +25% | +$69.2K | 0.09% | 84 |
|
|
2020
Q4 | $275K | Buy |
4,436
+89
| +2% | +$5.52K | 0.07% | 101 |
|
|
2020
Q3 | $268K | Sell |
4,347
-157
| -3% | -$9.68K | 0.08% | 94 |
|
|
2020
Q2 | $268K | Sell |
4,504
-36
| -0.8% | -$2.14K | 0.09% | 72 |
|
|
2020
Q1 | $253K | Sell |
4,540
-115
| -2% | -$6.41K | 0.1% | 70 |
|
|
2019
Q4 | $297K | Buy |
+4,655
| New | +$297K | 0.11% | 82 |
|