Bison Wealth’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $327K | Sell |
5,784
-1,845
| -24% | -$103K | 0.07% | 215 |
|
|
2024
Q3 | $395K | Sell |
7,629
-423
| -5% | -$19.8K | 0.06% | 274 |
|
|
2024
Q2 | $437K | Hold |
8,052
| – | – | 0.07% | 265 |
|
|
2024
Q1 | $437K | Buy |
8,052
+303
| +4% | +$15.4K | 0.07% | 265 |
|
|
2023
Q4 | $398K | Buy |
7,749
+1,381
| +22% | +$72.5K | 0.07% | 270 |
|
|
2023
Q3 | $370K | Sell |
6,368
-1,148
| -15% | -$70.3K | 0.07% | 272 |
|
|
2023
Q2 | $481K | Buy |
7,516
+3,106
| +70% | +$208K | 0.09% | 222 |
|
|
2023
Q1 | $305K | Hold |
4,410
| – | – | 0.09% | 195 |
|
|
2022
Q4 | $318K | Sell |
4,410
-376
| -8% | -$28.4K | 0.1% | 202 |
|
|
2022
Q3 | $340K | Buy |
4,786
+339
| +8% | +$24.6K | 0.13% | 188 |
|
|
2022
Q2 | $342K | Sell |
4,447
-39
| -0.9% | -$2.97K | 0.2% | 132 |
|
|
2022
Q1 | $328K | Sell |
4,486
-167
| -4% | -$11.2K | 0.17% | 150 |
|
|
2021
Q4 | $290K | Buy |
4,653
+214
| +5% | +$12.6K | 0.17% | 141 |
|
|
2021
Q3 | $263K | Sell |
4,439
-268
| -6% | -$17.6K | 0.12% | 197 |
|
|
2021
Q2 | $315K | Buy |
4,707
+427
| +10% | +$27.8K | 0.14% | 178 |
|
|
2021
Q1 | $270K | Sell |
4,280
-1,730
| -29% | -$108K | 0.12% | 192 |
|
|
2020
Q4 | $373K | Buy |
6,010
+127
| +2% | +$7.81K | 0.17% | 147 |
|
|
2020
Q3 | $355K | Sell |
5,883
-273
| -4% | -$16.4K | 0.21% | 118 |
|
|
2020
Q2 | $362K | Sell |
6,156
-4,584
| -43% | -$274K | 0.23% | 110 |
|
|
2020
Q1 | $599K | Sell |
10,740
-18,514
| -63% | -$1.13M | 0.43% | 62 |
|
|
2019
Q4 | $1.88M | Sell |
29,254
-1,107
| -4% | -$63.4K | 0.9% | 28 |
|
|
2019
Q3 | $1.54M | Sell |
30,361
-17
| -0.1% | -$799 | 0.86% | 33 |
|
|
2019
Q2 | $1.38M | Buy |
30,378
+20,807
| +217% | +$969K | 0.8% | 33 |
|
|
2019
Q1 | $457K | Buy |
9,571
+2,126
| +29% | +$106K | 0.28% | 104 |
|
|
2018
Q4 | $387K | Sell |
7,445
-400
| -5% | -$21.5K | 0.28% | 104 |
|
|
2018
Q3 | $487K | Sell |
7,845
-24
| -0.3% | -$1.42K | 0.32% | 91 |
|
|
2018
Q2 | $435K | Buy |
7,869
+43
| +0.5% | +$2.32K | 0.32% | 93 |
|
|
2018
Q1 | $495K | Sell |
7,826
-43
| -0.5% | -$2.77K | 0.38% | 72 |
|
|
2017
Q4 | $482K | Sell |
7,869
-505
| -6% | -$31.6K | 0.35% | 79 |
|
|
2017
Q3 | $534K | Sell |
8,374
-1,783
| -18% | -$104K | 0.43% | 69 |
|
|
2017
Q2 | $566K | Sell |
10,157
-2,922
| -22% | -$159K | 0.47% | 62 |
|
|
2017
Q1 | $711K | Sell |
13,079
-500
| -4% | -$27.4K | 0.61% | 45 |
|
|
2016
Q4 | $794K | Buy |
13,579
+170
| +1% | +$9.29K | 0.68% | 43 |
|
|
2016
Q3 | $723K | Buy |
13,409
+2,819
| +27% | +$181K | 0.61% | 45 |
|
|
2016
Q2 | $779K | Buy |
10,590
+167
| +2% | +$11.8K | 0.47% | 70 |
|
|
2016
Q1 | $666K | Sell |
10,423
-1,641
| -14% | -$103K | 0.43% | 73 |
|
|
2015
Q4 | $830K | Buy |
12,064
+236
| +2% | +$15.6K | 0.47% | 64 |
|
|
2015
Q3 | $700K | Buy |
11,828
+1,583
| +15% | +$100K | 0.46% | 69 |
|
|
2015
Q2 | $678K | Sell |
10,245
-181
| -2% | -$11.9K | 0.4% | 80 |
|
|
2015
Q1 | $672K | Buy |
10,426
+592
| +6% | +$37.1K | 0.41% | 80 |
|
|
2014
Q4 | $581K | Buy |
+9,834
| New | +$555K | 0.44% | 74 |
|
Other funds holding BMY
Bison Wealth's BMY Position: Q4 2024 in Review
Bison Wealth reduced its Bristol-Myers Squibb (BMY) stake by 24% in Q4 2024, selling an estimated $103K and leaving 5,784 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #215.
Bison Wealth first reported a position in BMY in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.88M in Q4 2019. 2,487 funds tracked by Wall St. Rank hold BMY as of Q4 2024.
- Bison Wealth held 5,784 shares of Bristol-Myers Squibb worth $327K as of Q4 2024.
- Bison Wealth sold 1,845 Bristol-Myers Squibb shares in Q4 2024, an estimated $103K.
- Bristol-Myers Squibb made up 0.07% of Bison Wealth's portfolio in Q4 2024, its #215 holding.
- Bison Wealth first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 41 quarters since.
- Bison Wealth's Bristol-Myers Squibb position peaked at $1.88M in Q4 2019.
- 2,487 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.
Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.