Beese Fulmer 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 | $1.13M | Sell |
24,452
-564
| -2% | -$26.1K | 0.08% | 134 |
|
|
2025
Q1 | $1.53M | Sell |
25,016
-193
| -0.8% | -$11.8K | 0.13% | 103 |
|
|
2024
Q4 | $1.43M | Buy |
25,209
+18
| +0.1% | +$1.02K | 0.12% | 103 |
|
|
2024
Q3 | $1.3M | Sell |
25,191
-724
| -3% | -$37.5K | 0.11% | 109 |
|
|
2024
Q2 | $1.08M | Sell |
25,915
-1,288
| -5% | -$53.5K | 0.1% | 115 |
|
|
2024
Q1 | $1.48M | Sell |
27,203
-2,902
| -10% | -$157K | 0.14% | 101 |
|
|
2023
Q4 | $1.54M | Sell |
30,105
-4,047
| -12% | -$208K | 0.16% | 96 |
|
|
2023
Q3 | $1.98M | Sell |
34,152
-1,964
| -5% | -$114K | 0.22% | 83 |
|
|
2023
Q2 | $2.31M | Sell |
36,116
-3,571
| -9% | -$228K | 0.25% | 78 |
|
|
2023
Q1 | $2.75M | Sell |
39,687
-846
| -2% | -$58.6K | 0.31% | 73 |
|
|
2022
Q4 | $2.92M | Buy |
40,533
+1
| +0% | +$72 | 0.35% | 73 |
|
|
2022
Q3 | $2.88M | Sell |
40,532
-1,499
| -4% | -$107K | 0.39% | 70 |
|
|
2022
Q2 | $3.24M | Buy |
42,031
+778
| +2% | +$59.9K | 0.41% | 65 |
|
|
2022
Q1 | $3.01M | Sell |
41,253
-2,356
| -5% | -$172K | 0.33% | 75 |
|
|
2021
Q4 | $2.72M | Sell |
43,609
-3,183
| -7% | -$198K | 0.28% | 82 |
|
|
2021
Q3 | $2.77M | Sell |
46,792
-58
| -0.1% | -$3.43K | 0.31% | 81 |
|
|
2021
Q2 | $3.13M | Sell |
46,850
-1,430
| -3% | -$95.6K | 0.35% | 79 |
|
|
2021
Q1 | $3.05M | Sell |
48,280
-2,971
| -6% | -$188K | 0.37% | 77 |
|
|
2020
Q4 | $3.18M | Sell |
51,251
-1,811
| -3% | -$112K | 0.41% | 68 |
|
|
2020
Q3 | $3.2M | Sell |
53,062
-2,215
| -4% | -$134K | 0.45% | 62 |
|
|
2020
Q2 | $3.25M | Sell |
55,277
-3,287
| -6% | -$193K | 0.48% | 63 |
|
|
2020
Q1 | $3.26M | Sell |
58,564
-2,356
| -4% | -$131K | 0.58% | 60 |
|
|
2019
Q4 | $3.91M | Buy |
60,920
+2,543
| +4% | +$163K | 0.55% | 63 |
|
|
2019
Q3 | $2.96M | Buy |
58,377
+10,644
| +22% | +$540K | 0.44% | 71 |
|
|
2019
Q2 | $2.17M | Sell |
47,733
-1,145
| -2% | -$51.9K | 0.41% | 69 |
|
|
2019
Q1 | $2.33M | Sell |
48,878
-1,653
| -3% | -$78.9K | 0.46% | 66 |
|
|
2018
Q4 | $2.63M | Sell |
50,531
-1,448
| -3% | -$75.3K | 0.59% | 58 |
|
|
2018
Q3 | $3.23M | Sell |
51,979
-4,581
| -8% | -$284K | 0.63% | 58 |
|
|
2018
Q2 | $3.13M | Sell |
56,560
-6,042
| -10% | -$334K | 0.66% | 59 |
|
|
2018
Q1 | $3.96M | Buy |
62,602
+1,284
| +2% | +$81.2K | 0.87% | 50 |
|
|
2017
Q4 | $3.76M | Buy |
61,318
+953
| +2% | +$58.4K | 0.81% | 50 |
|
|
2017
Q3 | $3.85M | Buy |
60,365
+2,193
| +4% | +$140K | 0.88% | 48 |
|
|
2017
Q2 | $3.24M | Buy |
58,172
+1,507
| +3% | +$84K | 0.77% | 52 |
|
|
2017
Q1 | $3.08M | Buy |
56,665
+3,528
| +7% | +$192K | 0.75% | 54 |
|
|
2016
Q4 | $3.11M | Buy |
53,137
+1,024
| +2% | +$59.8K | 0.8% | 50 |
|
|
2016
Q3 | $2.81M | Buy |
52,113
+4,278
| +9% | +$231K | 0.76% | 52 |
|
|
2016
Q2 | $3.52M | Buy |
47,835
+8
| +0% | +$588 | 1% | 43 |
|
|
2016
Q1 | $3.16M | Buy |
47,827
+2,714
| +6% | +$179K | 0.92% | 47 |
|
|
2015
Q4 | $3.1M | Buy |
45,113
+6,322
| +16% | +$435K | 0.96% | 44 |
|
|
2015
Q3 | $2.3M | Buy |
38,791
+3,413
| +10% | +$202K | 0.75% | 48 |
|
|
2015
Q2 | $2.35M | Buy |
35,378
+200
| +0.6% | +$13.3K | 0.76% | 51 |
|
|
2015
Q1 | $2.27M | Sell |
35,178
-517
| -1% | -$33.3K | 0.76% | 48 |
|
|
2014
Q4 | $2.11M | Buy |
35,695
+805
| +2% | +$47.5K | 0.66% | 54 |
|
|
2014
Q3 | $1.79M | Buy |
34,890
+372
| +1% | +$19K | 0.58% | 55 |
|
|
2014
Q2 | $1.67M | Buy |
34,518
+2,315
| +7% | +$112K | 0.54% | 57 |
|
|
2014
Q1 | $1.67M | Buy |
32,203
+1,793
| +6% | +$93.1K | 0.58% | 55 |
|
|
2013
Q4 | $1.62M | Buy |
30,410
+2,242
| +8% | +$119K | 0.57% | 55 |
|
|
2013
Q3 | $1.3M | Buy |
28,168
+2,419
| +9% | +$112K | 0.51% | 58 |
|
|
2013
Q2 | $1.15M | Buy |
+25,749
| New | +$1.15M | 0.49% | 59 |
|