Becker Capital 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 | $334K | Buy |
7,212
+300
| +4% | +$13.9K | 0.01% | 240 |
|
|
2025
Q1 | $422K | Hold |
6,912
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $391K | Hold |
6,912
| – | – | 0.01% | 221 |
|
|
2024
Q3 | $358K | Buy |
6,912
+825
| +14% | +$42.7K | 0.01% | 228 |
|
|
2024
Q2 | $253K | Hold |
6,087
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $330K | Sell |
6,087
-50
| -0.8% | -$2.71K | 0.01% | 225 |
|
|
2023
Q4 | $315K | Sell |
6,137
-378
| -6% | -$19.4K | 0.01% | 225 |
|
|
2023
Q3 | $378K | Buy |
6,515
+195
| +3% | +$11.3K | 0.02% | 209 |
|
|
2023
Q2 | $404K | Sell |
6,320
-911
| -13% | -$58.3K | 0.02% | 220 |
|
|
2023
Q1 | $501K | Buy |
7,231
+360
| +5% | +$25K | 0.02% | 192 |
|
|
2022
Q4 | $494K | Hold |
6,871
| – | – | 0.02% | 142 |
|
|
2022
Q3 | $488K | Buy |
6,871
+504
| +8% | +$35.8K | 0.03% | 149 |
|
|
2022
Q2 | $490K | Hold |
6,367
| – | – | 0.02% | 150 |
|
|
2022
Q1 | $465K | Sell |
6,367
-6
| -0.1% | -$438 | 0.02% | 157 |
|
|
2021
Q4 | $397K | Buy |
6,373
+978
| +18% | +$60.9K | 0.02% | 161 |
|
|
2021
Q3 | $319K | Sell |
5,395
-166
| -3% | -$9.82K | 0.01% | 172 |
|
|
2021
Q2 | $372K | Hold |
5,561
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $351K | Buy |
5,561
+600
| +12% | +$37.9K | 0.02% | 160 |
|
|
2020
Q4 | $308K | Buy |
4,961
+1,575
| +47% | +$97.8K | 0.02% | 159 |
|
|
2020
Q3 | $204K | Buy |
+3,386
| New | +$204K | 0.01% | 170 |
|
|
2020
Q1 | – | Sell |
-3,430
| Closed | -$220K | – | 170 |
|
|
2019
Q4 | $220K | Buy |
+3,430
| New | +$220K | 0.01% | 170 |
|
|
2019
Q2 | – | Sell |
-7,888
| Closed | -$376K | – | 172 |
|
|
2019
Q1 | $376K | Hold |
7,888
| – | – | 0.01% | 155 |
|
|
2018
Q4 | $410K | Sell |
7,888
-1,140
| -13% | -$59.3K | 0.02% | 134 |
|
|
2018
Q3 | $560K | Buy |
9,028
+2,000
| +28% | +$124K | 0.02% | 128 |
|
|
2018
Q2 | $389K | Hold |
7,028
| – | – | 0.01% | 126 |
|
|
2018
Q1 | $445K | Buy |
7,028
+187
| +3% | +$11.8K | 0.01% | 129 |
|
|
2017
Q4 | $419K | Buy |
+6,841
| New | +$419K | 0.01% | 125 |
|
|
2016
Q4 | – | Sell |
-4,386
| Closed | -$236K | – | 140 |
|
|
2016
Q3 | $236K | Sell |
4,386
-221
| -5% | -$11.9K | 0.01% | 126 |
|
|
2016
Q2 | $339K | Buy |
4,607
+445
| +11% | +$32.7K | 0.01% | 112 |
|
|
2016
Q1 | $266K | Hold |
4,162
| – | – | 0.01% | 114 |
|
|
2015
Q4 | $286K | Buy |
+4,162
| New | +$286K | 0.01% | 115 |
|
|
2015
Q2 | – | Sell |
-4,387
| Closed | -$283K | – | 140 |
|
|
2015
Q1 | $283K | Sell |
4,387
-175
| -4% | -$11.3K | 0.01% | 119 |
|
|
2014
Q4 | $269K | Sell |
4,562
-273
| -6% | -$16.1K | 0.01% | 126 |
|
|
2014
Q3 | $247K | Hold |
4,835
| – | – | 0.01% | 133 |
|
|
2014
Q2 | $235K | Buy |
4,835
+425
| +10% | +$20.7K | 0.01% | 134 |
|
|
2014
Q1 | $229K | Buy |
4,410
+350
| +9% | +$18.2K | 0.01% | 130 |
|
|
2013
Q4 | $216K | Buy |
+4,060
| New | +$216K | 0.01% | 135 |
|