AIMZ Investment Advisors’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 | $2.45M | Sell |
52,846
-87
| -0.2% | -$4.03K | 0.82% | 39 |
|
|
2025
Q1 | $3.23M | Sell |
52,933
-171
| -0.3% | -$10.4K | 1.13% | 32 |
|
|
2024
Q4 | $3M | Sell |
53,104
-145
| -0.3% | -$8.2K | 1.04% | 29 |
|
|
2024
Q3 | $2.76M | Sell |
53,249
-170
| -0.3% | -$8.8K | 0.94% | 34 |
|
|
2024
Q2 | $2.22M | Buy |
53,419
+799
| +2% | +$33.2K | 0.8% | 38 |
|
|
2024
Q1 | $2.85M | Buy |
52,620
+105
| +0.2% | +$5.69K | 1.06% | 32 |
|
|
2023
Q4 | $2.69M | Buy |
52,515
+2,004
| +4% | +$103K | 1.09% | 32 |
|
|
2023
Q3 | $2.93M | Sell |
50,511
-274
| -0.5% | -$15.9K | 1.3% | 25 |
|
|
2023
Q2 | $3.25M | Sell |
50,785
-97
| -0.2% | -$6.2K | 1.4% | 22 |
|
|
2023
Q1 | $3.53M | Sell |
50,882
-897
| -2% | -$62.2K | 1.58% | 19 |
|
|
2022
Q4 | $3.73M | Sell |
51,779
-517
| -1% | -$37.2K | 1.76% | 17 |
|
|
2022
Q3 | $3.72M | Buy |
52,296
+27
| +0.1% | +$1.92K | 1.88% | 15 |
|
|
2022
Q2 | $4.03M | Buy |
52,269
+3
| +0% | +$231 | 1.93% | 15 |
|
|
2022
Q1 | $3.82M | Sell |
52,266
-1,738
| -3% | -$127K | 1.57% | 18 |
|
|
2021
Q4 | $3.37M | Buy |
54,004
+1,853
| +4% | +$116K | 1.31% | 26 |
|
|
2021
Q3 | $3.09M | Buy |
52,151
+10,288
| +25% | +$609K | 1.39% | 22 |
|
|
2021
Q2 | $2.8M | Buy |
41,863
+3
| +0% | +$200 | 1.25% | 27 |
|
|
2021
Q1 | $2.64M | Sell |
41,860
-253
| -0.6% | -$16K | 1.29% | 29 |
|
|
2020
Q4 | $2.61M | Sell |
42,113
-145
| -0.3% | -$8.99K | 1.37% | 28 |
|
|
2020
Q3 | $2.55M | Sell |
42,258
-594
| -1% | -$35.8K | 1.53% | 23 |
|
|
2020
Q2 | $2.52M | Buy |
42,852
+830
| +2% | +$48.8K | 1.63% | 20 |
|
|
2020
Q1 | $2.34M | Buy |
42,022
+5
| +0% | +$279 | 1.82% | 19 |
|
|
2019
Q4 | $2.7M | Buy |
42,017
+37,155
| +764% | +$2.38M | 1.75% | 19 |
|
|
2019
Q3 | $247K | Sell |
4,862
-225
| -4% | -$11.4K | 0.17% | 86 |
|
|
2019
Q2 | $231K | Hold |
5,087
| – | – | 0.16% | 89 |
|
|
2019
Q1 | $243K | Hold |
5,087
| – | – | 0.17% | 87 |
|
|
2018
Q4 | $264K | Hold |
5,087
| – | – | 0.2% | 82 |
|
|
2018
Q3 | $316K | Hold |
5,087
| – | – | 0.2% | 85 |
|
|
2018
Q2 | $282K | Hold |
5,087
| – | – | 0.2% | 87 |
|
|
2018
Q1 | $322K | Hold |
5,087
| – | – | 0.23% | 86 |
|
|
2017
Q4 | $312K | Hold |
5,087
| – | – | 0.23% | 83 |
|
|
2017
Q3 | $324K | Hold |
5,087
| – | – | 0.27% | 80 |
|
|
2017
Q2 | $283K | Hold |
5,087
| – | – | 0.24% | 85 |
|
|
2017
Q1 | $277K | Hold |
5,087
| – | – | 0.23% | 84 |
|
|
2016
Q4 | $297K | Hold |
5,087
| – | – | 0.27% | 82 |
|
|
2016
Q3 | $274K | Hold |
5,087
| – | – | 0.25% | 83 |
|
|
2016
Q2 | $374K | Sell |
5,087
-5,519
| -52% | -$406K | 0.34% | 75 |
|
|
2016
Q1 | $681K | Buy |
10,606
+5,275
| +99% | +$339K | 0.3% | 77 |
|
|
2015
Q4 | $367K | Hold |
5,331
| – | – | 0.33% | 77 |
|
|
2015
Q3 | $316K | Hold |
5,331
| – | – | 0.29% | 83 |
|
|
2015
Q2 | $355K | Buy |
5,331
+56
| +1% | +$3.73K | 0.31% | 77 |
|
|
2015
Q1 | $340K | Buy |
5,275
+100
| +2% | +$6.45K | 0.29% | 75 |
|
|
2014
Q4 | $305K | Buy |
+5,175
| New | +$305K | 0.27% | 76 |
|