ARS Investment Partners’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 | $999K | Sell |
21,585
-100
| -0.5% | -$4.63K | 0.07% | 96 |
|
|
2025
Q1 | $1.23M | Hold |
21,685
| – | – | 0.11% | 81 |
|
|
2024
Q4 | $1.23M | Buy |
21,685
+500
| +2% | +$28.3K | 0.11% | 81 |
|
|
2024
Q3 | $1.1M | Sell |
21,185
-357
| -2% | -$18.5K | 0.1% | 88 |
|
|
2024
Q2 | $895K | Sell |
21,542
-1,062
| -5% | -$44.1K | 0.09% | 85 |
|
|
2024
Q1 | $1.23M | Buy |
22,604
+254
| +1% | +$13.8K | 0.12% | 74 |
|
|
2023
Q4 | $1.15M | Sell |
22,350
-1,525
| -6% | -$78.2K | 0.13% | 76 |
|
|
2023
Q3 | $1.39M | Sell |
23,875
-800
| -3% | -$46.4K | 0.17% | 66 |
|
|
2023
Q2 | $1.58M | Sell |
24,675
-516
| -2% | -$33K | 0.18% | 65 |
|
|
2023
Q1 | $1.75M | Buy |
25,191
+1,735
| +7% | +$120K | 0.21% | 63 |
|
|
2022
Q4 | $1.69M | Sell |
23,456
-13,985
| -37% | -$1.01M | 0.22% | 60 |
|
|
2022
Q3 | $2.66M | Buy |
37,441
+13,550
| +57% | +$963K | 0.37% | 50 |
|
|
2022
Q2 | $1.84M | Hold |
23,891
| – | – | 0.25% | 57 |
|
|
2022
Q1 | $1.75M | Buy |
23,891
+400
| +2% | +$29.2K | 0.17% | 72 |
|
|
2021
Q4 | $1.47M | Sell |
23,491
-1,870
| -7% | -$117K | 0.13% | 75 |
|
|
2021
Q3 | $1.5M | Hold |
25,361
| – | – | 0.15% | 73 |
|
|
2021
Q2 | $1.7M | Sell |
25,361
-36,959
| -59% | -$2.47M | 0.17% | 67 |
|
|
2021
Q1 | $3.93M | Sell |
62,320
-96
| -0.2% | -$6.06K | 0.46% | 52 |
|
|
2020
Q4 | $3.87M | Buy |
62,416
+266
| +0.4% | +$16.5K | 0.48% | 49 |
|
|
2020
Q3 | $3.75M | Buy |
62,150
+1,529
| +3% | +$92.2K | 0.59% | 43 |
|
|
2020
Q2 | $3.57M | Buy |
60,621
+30,548
| +102% | +$1.8M | 0.67% | 37 |
|
|
2020
Q1 | $1.68M | Sell |
30,073
-300
| -1% | -$16.7K | 0.4% | 44 |
|
|
2019
Q4 | $1.95M | Buy |
30,373
+1,825
| +6% | +$117K | 0.33% | 56 |
|
|
2019
Q3 | $1.45M | Sell |
28,548
-15,270
| -35% | -$775K | 0.26% | 62 |
|
|
2019
Q2 | $1.99M | Buy |
43,818
+10,032
| +30% | +$455K | 0.33% | 62 |
|
|
2019
Q1 | $1.61M | Sell |
33,786
-156,874
| -82% | -$7.48M | 0.29% | 64 |
|
|
2018
Q4 | $9.91M | Sell |
190,660
-12,441
| -6% | -$647K | 2.1% | 19 |
|
|
2018
Q3 | $12.6M | Buy |
203,101
+1,709
| +0.8% | +$106K | 1.95% | 18 |
|
|
2018
Q2 | $11.1M | Sell |
201,392
-27,434
| -12% | -$1.52M | 1.78% | 21 |
|
|
2018
Q1 | $14.5M | Buy |
228,826
+3,952
| +2% | +$250K | 1.77% | 22 |
|
|
2017
Q4 | $13.8M | Sell |
224,874
-1,400
| -0.6% | -$85.8K | 1.67% | 25 |
|
|
2017
Q3 | $14.4M | Buy |
226,274
+14,739
| +7% | +$939K | 1.86% | 21 |
|
|
2017
Q2 | $11.8M | Sell |
211,535
-1,094
| -0.5% | -$61K | 1.63% | 23 |
|
|
2017
Q1 | $11.6M | Buy |
212,629
+33,621
| +19% | +$1.83M | 1.68% | 22 |
|
|
2016
Q4 | $10.5M | Buy |
179,008
+11,541
| +7% | +$674K | 1.61% | 23 |
|
|
2016
Q3 | $9.03M | Buy |
167,467
+31
| +0% | +$1.67K | 1.98% | 15 |
|
|
2016
Q2 | $12.3M | Sell |
167,436
-6,902
| -4% | -$508K | 2.76% | 7 |
|
|
2016
Q1 | $11.1M | Sell |
174,338
-2,033
| -1% | -$130K | 2.61% | 10 |
|
|
2015
Q4 | $12.1M | Sell |
176,371
-6,893
| -4% | -$474K | 2.85% | 8 |
|
|
2015
Q3 | $10.8M | Sell |
183,264
-2,948
| -2% | -$175K | 2.49% | 9 |
|
|
2015
Q2 | $12.4M | Sell |
186,212
-2,571
| -1% | -$171K | 2.27% | 15 |
|
|
2015
Q1 | $12.2M | Sell |
188,783
-12,195
| -6% | -$787K | 2.26% | 16 |
|
|
2014
Q4 | $11.9M | Sell |
200,978
-3,570
| -2% | -$211K | 2.02% | 19 |
|
|
2014
Q3 | $10.5M | Buy |
204,548
+1,305
| +0.6% | +$66.8K | 1.6% | 22 |
|
|
2014
Q2 | $9.86M | Sell |
203,243
-7,276
| -3% | -$353K | 1.53% | 23 |
|
|
2014
Q1 | $10.9M | Sell |
210,519
-26,739
| -11% | -$1.39M | 1.93% | 19 |
|
|
2013
Q4 | $12.6M | Sell |
237,258
-60,188
| -20% | -$3.2M | 2.12% | 17 |
|
|
2013
Q3 | $13.8M | Sell |
297,446
-29,234
| -9% | -$1.35M | 2.35% | 14 |
|
|
2013
Q2 | $14.6M | Buy |
+326,680
| New | +$14.6M | 2.57% | 13 |
|