Atwood & Palmer’s Bristol-Myers Squibb BMY Stock Holding History

Atwood & Palmer’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$543K	Sell	11,728 -506	-4%	-$23.4K	0.03%	113
2025 Q1	$746K	Buy	12,234 +506	+4%	+$30.9K	0.05%	97
2024 Q4	$663K	Sell	11,728 -1,600	-12%	-$90.5K	0.05%	101
2024 Q3	$690K	Hold	13,328	–	–	0.05%	99
2024 Q2	$554K	Hold	13,328	–	–	0.04%	100
2024 Q1	$723K	Buy	13,328 +126	+1%	+$6.83K	0.05%	96
2023 Q4	$677K	Hold	13,202	–	–	0.05%	96
2023 Q3	$766K	Hold	13,202	–	–	0.07%	89
2023 Q2	$844K	Hold	13,202	–	–	0.08%	92
2023 Q1	$915K	Sell	13,202 -296	-2%	-$20.5K	0.09%	82
2022 Q4	$971K	Buy	13,498 +2	+0%	+$144	0.09%	89
2022 Q3	$959K	Hold	13,496	–	–	0.1%	87
2022 Q2	$1.04M	Hold	13,496	–	–	0.1%	78
2022 Q1	$986K	Sell	13,496 -341	-2%	-$24.9K	0.09%	83
2021 Q4	$863K	Sell	13,837 -34	-0.2%	-$2.12K	0.07%	88
2021 Q3	$821K	Buy	13,871 +5	+0%	+$296	0.07%	84
2021 Q2	$927K	Sell	13,866 -350	-2%	-$23.4K	0.08%	81
2021 Q1	$897K	Buy	14,216 +300	+2%	+$18.9K	0.09%	82
2020 Q4	$863K	Hold	13,916	–	–	0.09%	80
2020 Q3	$839K	Hold	13,916	–	–	0.11%	71
2020 Q2	$818K	Sell	13,916 -30	-0.2%	-$1.76K	0.11%	71
2020 Q1	$777K	Buy	13,946 +30	+0.2%	+$1.67K	0.12%	72
2019 Q4	$893K	Buy	13,916 +2,120	+18%	+$136K	0.11%	70
2019 Q3	$598K	Sell	11,796 -400	-3%	-$20.3K	0.08%	77
2019 Q2	$553K	Hold	12,196	–	–	0.07%	85
2019 Q1	$582K	Hold	12,196	–	–	0.08%	79
2018 Q4	$634K	Hold	12,196	–	–	0.1%	76
2018 Q3	$757K	Sell	12,196 -200	-2%	-$12.4K	0.1%	74
2018 Q2	$686K	Hold	12,396	–	–	0.09%	75
2018 Q1	$784K	Sell	12,396 -224	-2%	-$14.2K	0.11%	71
2017 Q4	$773K	Hold	12,620	–	–	0.11%	71
2017 Q3	$804K	Sell	12,620 -750	-6%	-$47.8K	0.12%	70
2017 Q2	$745K	Sell	13,370 -200	-1%	-$11.1K	0.12%	70
2017 Q1	$738K	Sell	13,570 -200	-1%	-$10.9K	0.12%	71
2016 Q4	$805K	Hold	13,770	–	–	0.14%	66
2016 Q3	$742K	Hold	13,770	–	–	0.13%	68
2016 Q2	$1.01M	Sell	13,770 -100	-0.7%	-$7.36K	0.18%	64
2016 Q1	$886K	Sell	13,870 -400	-3%	-$25.6K	0.16%	68
2015 Q4	$982K	Hold	14,270	–	–	0.19%	69
2015 Q3	$845K	Hold	14,270	–	–	0.17%	74
2015 Q2	$950K	Hold	14,270	–	–	0.17%	76
2015 Q1	$920K	Sell	14,270 -776	-5%	-$50K	0.16%	76
2014 Q4	$889K	Hold	15,046	–	–	0.17%	71
2014 Q3	$770K	Buy	15,046 +50	+0.3%	+$2.56K	0.15%	78
2014 Q2	$727K	Sell	14,996 -3,157	-17%	-$153K	0.19%	70
2014 Q1	$943K	Buy	18,153 +4,482	+33%	+$233K	0.22%	51
2013 Q4	$727K	Hold	13,671	–	–	0.18%	56
2013 Q3	$633K	Hold	13,671	–	–	0.17%	56
2013 Q2	$611K	Buy	+13,671	New	+$611K	0.17%	63