Zhang Financial’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 | $300K | Buy |
6,480
+85
| +1% | +$3.94K | 0.01% | 245 |
|
|
2025
Q1 | $390K | Buy |
6,395
+569
| +10% | +$34.7K | 0.02% | 220 |
|
|
2024
Q4 | $330K | Buy |
5,826
+1,732
| +42% | +$98K | 0.02% | 232 |
|
|
2024
Q3 | $212K | Buy |
+4,094
| New | +$212K | 0.01% | 267 |
|
|
2024
Q2 | – | Sell |
-3,884
| Closed | -$211K | – | 268 |
|
|
2024
Q1 | $211K | Sell |
3,884
-150
| -4% | -$8.14K | 0.02% | 261 |
|
|
2023
Q4 | $207K | Sell |
4,034
-208
| -5% | -$10.7K | 0.02% | 244 |
|
|
2023
Q3 | $246K | Sell |
4,242
-1,709
| -29% | -$99.2K | 0.03% | 214 |
|
|
2023
Q2 | $381K | Sell |
5,951
-8,286
| -58% | -$530K | 0.04% | 183 |
|
|
2023
Q1 | $987K | Buy |
14,237
+2,868
| +25% | +$199K | 0.11% | 111 |
|
|
2022
Q4 | $818K | Buy |
11,369
+2,662
| +31% | +$192K | 0.1% | 114 |
|
|
2022
Q3 | $619K | Buy |
8,707
+311
| +4% | +$22.1K | 0.09% | 118 |
|
|
2022
Q2 | $647K | Buy |
8,396
+337
| +4% | +$26K | 0.1% | 112 |
|
|
2022
Q1 | $589K | Buy |
8,059
+185
| +2% | +$13.5K | 0.1% | 121 |
|
|
2021
Q4 | $491K | Buy |
7,874
+2,761
| +54% | +$172K | 0.09% | 124 |
|
|
2021
Q3 | $303K | Buy |
5,113
+1,575
| +45% | +$93.3K | 0.07% | 128 |
|
|
2021
Q2 | $236K | Buy |
3,538
+228
| +7% | +$15.2K | 0.06% | 128 |
|
|
2021
Q1 | $209K | Hold |
3,310
| – | – | 0.06% | 125 |
|
|
2020
Q4 | $205K | Buy |
+3,310
| New | +$205K | 0.06% | 107 |
|
|
2020
Q1 | – | Sell |
-3,285
| Closed | -$211K | – | 93 |
|
|
2019
Q4 | $211K | Buy |
+3,285
| New | +$211K | 0.08% | 95 |
|
|
2018
Q1 | – | Sell |
-3,309
| Closed | -$205K | – | 79 |
|
|
2017
Q4 | $205K | Buy |
+3,309
| New | +$205K | 0.1% | 79 |
|
|
2017
Q2 | – | Sell |
-3,309
| Closed | -$205K | – | 79 |
|
|
2017
Q1 | $205K | Buy |
+3,309
| New | +$205K | 0.1% | 76 |
|
|
2016
Q3 | – | Sell |
-2,810
| Closed | -$207K | – | 75 |
|
|
2016
Q2 | $207K | Buy |
+2,810
| New | +$207K | 0.11% | 72 |
|