Anchor Investment 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 | $507K | Sell |
10,944
-1,487
| -12% | -$68.8K | 0.04% | 255 |
|
|
2025
Q1 | $758K | Sell |
12,431
-2,055
| -14% | -$125K | 0.07% | 214 |
|
|
2024
Q4 | $819K | Sell |
14,486
-746
| -5% | -$42.2K | 0.08% | 202 |
|
|
2024
Q3 | $788K | Sell |
15,232
-418
| -3% | -$21.6K | 0.07% | 210 |
|
|
2024
Q2 | $650K | Sell |
15,650
-605
| -4% | -$25.1K | 0.07% | 211 |
|
|
2024
Q1 | $881K | Sell |
16,255
-5,396
| -25% | -$293K | 0.09% | 191 |
|
|
2023
Q4 | $1.11M | Sell |
21,651
-628
| -3% | -$32.2K | 0.13% | 160 |
|
|
2023
Q3 | $1.29M | Buy |
22,279
+460
| +2% | +$26.7K | 0.17% | 134 |
|
|
2023
Q2 | $1.4M | Buy |
21,819
+1,022
| +5% | +$65.4K | 0.18% | 133 |
|
|
2023
Q1 | $1.44M | Buy |
20,797
+530
| +3% | +$36.7K | 0.2% | 127 |
|
|
2022
Q4 | $1.46M | Sell |
20,267
-471
| -2% | -$33.9K | 0.21% | 127 |
|
|
2022
Q3 | $1.47M | Buy |
20,738
+874
| +4% | +$62.1K | 0.23% | 117 |
|
|
2022
Q2 | $1.53M | Sell |
19,864
-68
| -0.3% | -$5.24K | 0.22% | 116 |
|
|
2022
Q1 | $1.46M | Buy |
19,932
+987
| +5% | +$72.1K | 0.18% | 133 |
|
|
2021
Q4 | $1.18M | Buy |
18,945
+1,062
| +6% | +$66.2K | 0.15% | 153 |
|
|
2021
Q3 | $1.06M | Buy |
17,883
+1,251
| +8% | +$74K | 0.15% | 154 |
|
|
2021
Q2 | $1.11M | Buy |
16,632
+2,480
| +18% | +$166K | 0.15% | 147 |
|
|
2021
Q1 | $893K | Buy |
14,152
+4,170
| +42% | +$263K | 0.14% | 159 |
|
|
2020
Q4 | $619K | Buy |
9,982
+2,577
| +35% | +$160K | 0.11% | 166 |
|
|
2020
Q3 | $446K | Buy |
7,405
+100
| +1% | +$6.03K | 0.09% | 172 |
|
|
2020
Q2 | $430K | Buy |
7,305
+2,050
| +39% | +$121K | 0.1% | 171 |
|
|
2020
Q1 | $293K | Sell |
5,255
-116
| -2% | -$6.47K | 0.08% | 196 |
|
|
2019
Q4 | $345K | Buy |
5,371
+1,065
| +25% | +$68.4K | 0.07% | 212 |
|
|
2019
Q3 | $218K | Hold |
4,306
| – | – | 0.05% | 278 |
|
|
2019
Q2 | $195K | Buy |
4,306
+91
| +2% | +$4.13K | 0.05% | 296 |
|
|
2019
Q1 | $201K | Sell |
4,215
-300
| -7% | -$14.3K | 0.05% | 285 |
|
|
2018
Q4 | $235K | Sell |
4,515
-3,103
| -41% | -$161K | 0.07% | 240 |
|
|
2018
Q3 | $473K | Sell |
7,618
-350
| -4% | -$21.7K | 0.11% | 189 |
|
|
2018
Q2 | $441K | Hold |
7,968
| – | – | 0.11% | 197 |
|
|
2018
Q1 | $504K | Sell |
7,968
-160
| -2% | -$10.1K | 0.13% | 171 |
|
|
2017
Q4 | $498K | Hold |
8,128
| – | – | 0.13% | 170 |
|
|
2017
Q3 | $518K | Hold |
8,128
| – | – | 0.15% | 149 |
|
|
2017
Q2 | $453K | Sell |
8,128
-200
| -2% | -$11.1K | 0.15% | 147 |
|
|
2017
Q1 | $453K | Sell |
8,328
-150
| -2% | -$8.16K | 0.16% | 141 |
|
|
2016
Q4 | $495K | Buy |
8,478
+978
| +13% | +$57.2K | 0.19% | 124 |
|
|
2016
Q3 | $404K | Buy |
7,500
+300
| +4% | +$16.2K | 0.16% | 147 |
|
|
2016
Q2 | $530K | Buy |
7,200
+850
| +13% | +$62.5K | 0.21% | 115 |
|
|
2016
Q1 | $406K | Buy |
+6,350
| New | +$406K | 0.17% | 143 |
|