Boltwood 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 | $261K | Buy |
5,640
+395
| +8% | +$18.3K | 0.07% | 158 |
|
|
2025
Q1 | $320K | Buy |
5,245
+540
| +11% | +$32.9K | 0.1% | 142 |
|
|
2024
Q4 | $266K | Buy |
4,705
+760
| +19% | +$43K | 0.08% | 150 |
|
|
2024
Q3 | $204K | Buy |
+3,945
| New | +$204K | 0.06% | 172 |
|
|
2023
Q4 | – | Sell |
-3,513
| Closed | -$204K | – | 166 |
|
|
2023
Q3 | $204K | Sell |
3,513
-25
| -0.7% | -$1.45K | 0.08% | 152 |
|
|
2023
Q2 | $226K | Buy |
3,538
+50
| +1% | +$3.2K | 0.08% | 152 |
|
|
2023
Q1 | $242K | Buy |
3,488
+300
| +9% | +$20.8K | 0.09% | 147 |
|
|
2022
Q4 | $229K | Sell |
3,188
-40
| -1% | -$2.88K | 0.09% | 139 |
|
|
2022
Q3 | $229K | Sell |
3,228
-60
| -2% | -$4.26K | 0.1% | 138 |
|
|
2022
Q2 | $253K | Buy |
3,288
+198
| +6% | +$15.2K | 0.11% | 136 |
|
|
2022
Q1 | $226K | Sell |
3,090
-270
| -8% | -$19.7K | 0.09% | 151 |
|
|
2021
Q4 | $209K | Sell |
3,360
-400
| -11% | -$24.9K | 0.08% | 155 |
|
|
2021
Q3 | $222K | Sell |
3,760
-626
| -14% | -$37K | 0.09% | 144 |
|
|
2021
Q2 | $293K | Sell |
4,386
-200
| -4% | -$13.4K | 0.12% | 138 |
|
|
2021
Q1 | $290K | Sell |
4,586
-215
| -4% | -$13.6K | 0.13% | 130 |
|
|
2020
Q4 | $298K | Sell |
4,801
-680
| -12% | -$42.2K | 0.14% | 127 |
|
|
2020
Q3 | $330K | Hold |
5,481
| – | – | 0.18% | 114 |
|
|
2020
Q2 | $322K | Sell |
5,481
-1,420
| -21% | -$83.4K | 0.19% | 108 |
|
|
2020
Q1 | $385K | Sell |
6,901
-2,200
| -24% | -$123K | 0.27% | 96 |
|
|
2019
Q4 | $584K | Sell |
9,101
-13,435
| -60% | -$862K | 0.33% | 88 |
|
|
2019
Q3 | $1.14M | Buy |
22,536
+910
| +4% | +$46.2K | 0.72% | 47 |
|
|
2019
Q2 | $981K | Buy |
21,626
+400
| +2% | +$18.1K | 0.63% | 53 |
|
|
2019
Q1 | $1.01M | Buy |
21,226
+2,064
| +11% | +$98.5K | 0.66% | 55 |
|
|
2018
Q4 | $996K | Sell |
19,162
-263
| -1% | -$13.7K | 0.68% | 50 |
|
|
2018
Q3 | $1.21M | Buy |
19,425
+614
| +3% | +$38.1K | 0.72% | 45 |
|
|
2018
Q2 | $1.04M | Buy |
18,811
+215
| +1% | +$11.9K | 0.68% | 51 |
|
|
2018
Q1 | $1.18M | Sell |
18,596
-184
| -1% | -$11.6K | 0.81% | 46 |
|
|
2017
Q4 | $1.15M | Buy |
18,780
+610
| +3% | +$37.4K | 0.7% | 48 |
|
|
2017
Q3 | $1.16M | Sell |
18,170
-35
| -0.2% | -$2.23K | 0.75% | 43 |
|
|
2017
Q2 | $1.01M | Buy |
18,205
+300
| +2% | +$16.7K | 0.69% | 50 |
|
|
2017
Q1 | $973K | Buy |
17,905
+2,160
| +14% | +$117K | 0.68% | 46 |
|
|
2016
Q4 | $920K | Buy |
15,745
+50
| +0.3% | +$2.92K | 0.7% | 45 |
|
|
2016
Q3 | $846K | Sell |
15,695
-110
| -0.7% | -$5.93K | 0.68% | 50 |
|
|
2016
Q2 | $1.16M | Buy |
15,805
+265
| +2% | +$19.5K | 0.97% | 37 |
|
|
2016
Q1 | $993K | Hold |
15,540
| – | – | 0.87% | 40 |
|
|
2015
Q4 | $1.07M | Buy |
15,540
+200
| +1% | +$13.8K | 0.98% | 35 |
|
|
2015
Q3 | $908K | Sell |
15,340
-300
| -2% | -$17.8K | 0.97% | 35 |
|
|
2015
Q2 | $1.04M | Sell |
15,640
-175,110
| -92% | -$11.7M | 1.02% | 33 |
|
|
2015
Q1 | $12.3M | Sell |
190,750
-75
| -0% | -$4.84K | 3.61% | 7 |
|
|
2014
Q4 | $11.3M | Buy |
190,825
+5,700
| +3% | +$336K | 3.21% | 9 |
|
|
2014
Q3 | $9.48M | Buy |
185,125
+3,300
| +2% | +$169K | 2.81% | 13 |
|
|
2014
Q2 | $8.82M | Buy |
181,825
+45,145
| +33% | +$2.19M | 2.6% | 16 |
|
|
2014
Q1 | $7.1M | Buy |
136,680
+34,700
| +34% | +$1.8M | 2.23% | 17 |
|
|
2013
Q4 | $5.42M | Hold |
101,980
| – | – | 1.77% | 21 |
|
|
2013
Q3 | $4.72M | Buy |
101,980
+19,500
| +24% | +$903K | 1.71% | 22 |
|
|
2013
Q2 | $3.69M | Buy |
+82,480
| New | +$3.69M | 1.52% | 25 |
|