Blue Fin Capital’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 |
+7,213
| New | +$334K | 0.06% | 122 |
|
|
2024
Q4 | $411K | Sell |
7,274
-32
| -0.4% | -$1.81K | 0.08% | 105 |
|
|
2024
Q3 | $378K | Hold |
7,306
| – | – | 0.07% | 113 |
|
|
2024
Q2 | $303K | Hold |
7,306
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $396K | Sell |
7,306
-573
| -7% | -$31.1K | 0.09% | 109 |
|
|
2023
Q4 | $404K | Sell |
7,879
-41
| -0.5% | -$2.1K | 0.1% | 101 |
|
|
2023
Q3 | $460K | Sell |
7,920
-109
| -1% | -$6.33K | 0.13% | 93 |
|
|
2023
Q2 | $513K | Hold |
8,029
| – | – | 0.15% | 86 |
|
|
2023
Q1 | $536K | Sell |
8,029
-249
| -3% | -$16.6K | 0.17% | 84 |
|
|
2022
Q4 | $596K | Sell |
8,278
-26
| -0.3% | -$1.87K | 0.22% | 79 |
|
|
2022
Q3 | $590K | Hold |
8,304
| – | – | 0.22% | 78 |
|
|
2022
Q2 | $639K | Sell |
8,304
-168
| -2% | -$12.9K | 0.23% | 74 |
|
|
2022
Q1 | $618K | Sell |
8,472
-36
| -0.4% | -$2.63K | 0.18% | 80 |
|
|
2021
Q4 | $530K | Sell |
8,508
-350
| -4% | -$21.8K | 0.15% | 87 |
|
|
2021
Q3 | $524K | Sell |
8,858
-297
| -3% | -$17.6K | 0.16% | 80 |
|
|
2021
Q2 | $611K | Sell |
9,155
-320
| -3% | -$21.4K | 0.19% | 76 |
|
|
2021
Q1 | $598K | Sell |
9,475
-110
| -1% | -$6.94K | 0.2% | 74 |
|
|
2020
Q4 | $594K | Sell |
9,585
-214
| -2% | -$13.3K | 0.21% | 74 |
|
|
2020
Q3 | $590K | Sell |
9,799
-256
| -3% | -$15.4K | 0.24% | 73 |
|
|
2020
Q2 | $591K | Sell |
10,055
-1,325
| -12% | -$77.9K | 0.26% | 72 |
|
|
2020
Q1 | $634K | Sell |
11,380
-493
| -4% | -$27.5K | 0.35% | 71 |
|
|
2019
Q4 | $762K | Hold |
11,873
| – | – | 0.36% | 77 |
|
|
2019
Q3 | $602K | Sell |
11,873
-1,197
| -9% | -$60.7K | 0.32% | 79 |
|
|
2019
Q2 | $592K | Sell |
13,070
-225
| -2% | -$10.2K | 0.31% | 83 |
|
|
2019
Q1 | $634K | Sell |
13,295
-84
| -0.6% | -$4.01K | 0.33% | 80 |
|
|
2018
Q4 | $695K | Sell |
13,379
-1,331
| -9% | -$69.1K | 0.42% | 68 |
|
|
2018
Q3 | $913K | Sell |
14,710
-1,475
| -9% | -$91.5K | 0.45% | 62 |
|
|
2018
Q2 | $895K | Sell |
16,185
-1,340
| -8% | -$74.1K | 0.48% | 64 |
|
|
2018
Q1 | $1.11M | Buy |
17,525
+380
| +2% | +$24K | 0.63% | 47 |
|
|
2017
Q4 | $1.05M | Sell |
17,145
-230
| -1% | -$14.1K | 0.61% | 52 |
|
|
2017
Q3 | $1.11M | Sell |
17,375
-150
| -0.9% | -$9.56K | 0.68% | 43 |
|
|
2017
Q2 | $976K | Sell |
17,525
-1,105
| -6% | -$61.5K | 0.63% | 49 |
|
|
2017
Q1 | $1.01M | Sell |
18,630
-25
| -0.1% | -$1.36K | 0.62% | 50 |
|
|
2016
Q4 | $1.09M | Buy |
18,655
+2,270
| +14% | +$133K | 0.72% | 44 |
|
|
2016
Q3 | $883K | Buy |
16,385
+250
| +2% | +$13.5K | 0.72% | 47 |
|
|
2016
Q2 | $1.19M | Sell |
16,135
-325
| -2% | -$23.9K | 0.98% | 33 |
|
|
2016
Q1 | $1.05M | Sell |
16,460
-885
| -5% | -$56.5K | 0.89% | 35 |
|
|
2015
Q4 | $1.19M | Sell |
17,345
-180
| -1% | -$12.4K | 0.92% | 34 |
|
|
2015
Q3 | $1.04M | Sell |
17,525
-370
| -2% | -$21.9K | 0.81% | 39 |
|
|
2015
Q2 | $1.19M | Hold |
17,895
| – | – | 0.86% | 32 |
|
|
2015
Q1 | $1.15M | Sell |
17,895
-20
| -0.1% | -$1.29K | 0.83% | 37 |
|
|
2014
Q4 | $1.06M | Buy |
17,915
+520
| +3% | +$30.7K | 0.8% | 45 |
|
|
2014
Q3 | $890K | Buy |
17,395
+375
| +2% | +$19.2K | 0.71% | 48 |
|
|
2014
Q2 | $826K | Buy |
17,020
+700
| +4% | +$34K | 0.66% | 54 |
|
|
2014
Q1 | $848K | Sell |
16,320
-877
| -5% | -$45.6K | 0.75% | 45 |
|
|
2013
Q4 | $914K | Buy |
+17,197
| New | +$914K | 0.81% | 40 |
|