Albion 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
$37K Hold
800
﹤0.01% 259
2025
Q1
$48.8K Sell
800
-1,049
-57% -$64K ﹤0.01% 244
2024
Q4
$105K Buy
1,849
+649
+54% +$36.7K 0.01% 204
2024
Q3
$62.1K Hold
1,200
﹤0.01% 235
2024
Q2
$49.8K Sell
1,200
-785
-40% -$32.6K ﹤0.01% 241
2024
Q1
$108K Buy
1,985
+744
+60% +$40.3K 0.01% 194
2023
Q4
$63.7K Buy
1,241
+41
+3% +$2.1K 0.01% 217
2023
Q3
$69.6K Hold
1,200
0.01% 201
2023
Q2
$76.7K Hold
1,200
0.01% 210
2023
Q1
$83.2K Hold
1,200
0.01% 190
2022
Q4
$86.3K Sell
1,200
-245
-17% -$17.6K 0.01% 189
2022
Q3
$103K Sell
1,445
-404
-22% -$28.8K 0.01% 183
2022
Q2
$142K Buy
1,849
+1
+0.1% +$77 0.01% 183
2022
Q1
$135K Buy
1,848
+1
+0.1% +$73 0.01% 214
2021
Q4
$115K Sell
1,847
-399
-18% -$24.8K 0.01% 238
2021
Q3
$133K Hold
2,246
0.01% 197
2021
Q2
$150K Buy
+2,246
New +$150K 0.01% 196
2020
Q4
$139K Buy
+2,244
New +$139K 0.01% 197
2018
Q4
Sell
-48,476
Closed -$3.01M 197
2018
Q3
$3.01M Sell
48,476
-3,033
-6% -$188K 0.41% 54
2018
Q2
$2.85M Buy
51,509
+235
+0.5% +$13K 0.41% 55
2018
Q1
$3.24M Sell
51,274
-229
-0.4% -$14.5K 0.5% 46
2017
Q4
$3.16M Sell
51,503
-289
-0.6% -$17.7K 0.48% 47
2017
Q3
$3.3M Buy
51,792
+27,960
+117% +$1.78M 0.5% 44
2017
Q2
$1.33M Sell
23,832
-616
-3% -$34.3K 0.22% 72
2017
Q1
$1.33M Buy
24,448
+4,370
+22% +$238K 0.2% 72
2016
Q4
$1.17M Buy
20,078
+3,434
+21% +$201K 0.19% 76
2016
Q3
$897K Buy
16,644
+9,300
+127% +$501K 0.15% 95
2016
Q2
$540K Buy
7,344
+1,800
+32% +$132K 0.1% 108
2016
Q1
$354K Buy
5,544
+1
+0% +$64 0.06% 131
2015
Q4
$381K Hold
5,543
0.07% 130
2015
Q3
$328K Sell
5,543
-54
-1% -$3.2K 0.06% 135
2015
Q2
$372K Buy
5,597
+83
+2% +$5.52K 0.06% 135
2015
Q1
$356K Sell
5,514
-499
-8% -$32.2K 0.06% 132
2014
Q4
$355K Buy
6,013
+1
+0% +$59 0.06% 134
2014
Q3
$308K Hold
6,012
0.05% 141
2014
Q2
$292K Buy
6,012
+1
+0% +$49 0.05% 153
2014
Q1
$312K Sell
6,011
-500
-8% -$26K 0.06% 147
2013
Q4
$346K Buy
6,511
+1
+0% +$53 0.06% 128
2013
Q3
$301K Buy
6,510
+1
+0% +$46 0.06% 129
2013
Q2
$291K Buy
+6,509
New +$291K 0.06% 119