Boston Family Office’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 | $1.26M | Sell |
27,117
-2
| -0% | -$93 | 0.08% | 149 |
|
|
2025
Q1 | $1.65M | Buy |
27,119
+1,940
| +8% | +$118K | 0.12% | 127 |
|
|
2024
Q4 | $1.42M | Buy |
25,179
+1,000
| +4% | +$56.6K | 0.1% | 133 |
|
|
2024
Q3 | $1.25M | Hold |
24,179
| – | – | 0.08% | 140 |
|
|
2024
Q2 | $1M | Hold |
24,179
| – | – | 0.07% | 155 |
|
|
2024
Q1 | $1.31M | Sell |
24,179
-2,354
| -9% | -$128K | 0.09% | 132 |
|
|
2023
Q4 | $1.36M | Sell |
26,533
-2,868
| -10% | -$147K | 0.1% | 134 |
|
|
2023
Q3 | $1.71M | Buy |
29,401
+764
| +3% | +$44.3K | 0.14% | 117 |
|
|
2023
Q2 | $1.83M | Hold |
28,637
| – | – | 0.14% | 117 |
|
|
2023
Q1 | $1.98M | Buy |
28,637
+1,756
| +7% | +$122K | 0.16% | 113 |
|
|
2022
Q4 | $1.93M | Sell |
26,881
-560
| -2% | -$40.3K | 0.16% | 110 |
|
|
2022
Q3 | $1.95M | Sell |
27,441
-211
| -0.8% | -$15K | 0.17% | 103 |
|
|
2022
Q2 | $2.13M | Sell |
27,652
-275
| -1% | -$21.2K | 0.18% | 107 |
|
|
2022
Q1 | $2.04M | Hold |
27,927
| – | – | 0.15% | 114 |
|
|
2021
Q4 | $1.74M | Buy |
27,927
+275
| +1% | +$17.1K | 0.11% | 125 |
|
|
2021
Q3 | $1.64M | Hold |
27,652
| – | – | 0.12% | 127 |
|
|
2021
Q2 | $1.85M | Sell |
27,652
-200
| -0.7% | -$13.4K | 0.13% | 122 |
|
|
2021
Q1 | $2.53M | Sell |
27,852
-12,239
| -31% | -$1.11M | 0.19% | 105 |
|
|
2020
Q4 | $2.49M | Sell |
40,091
-1,368
| -3% | -$84.9K | 0.19% | 102 |
|
|
2020
Q3 | $2.5M | Sell |
41,459
-645
| -2% | -$38.9K | 0.23% | 93 |
|
|
2020
Q2 | $2.48M | Sell |
42,104
-700
| -2% | -$41.2K | 0.24% | 93 |
|
|
2020
Q1 | $2.39M | Sell |
42,804
-4,775
| -10% | -$266K | 0.28% | 84 |
|
|
2019
Q4 | $3.05M | Buy |
47,579
+7,466
| +19% | +$479K | 0.29% | 89 |
|
|
2019
Q3 | $2.03M | Sell |
40,113
-1,000
| -2% | -$50.7K | 0.21% | 104 |
|
|
2019
Q2 | $1.86M | Hold |
41,113
| – | – | 0.19% | 110 |
|
|
2019
Q1 | $1.96M | Sell |
41,113
-279
| -0.7% | -$13.3K | 0.21% | 107 |
|
|
2018
Q4 | $2.15M | Sell |
41,392
-700
| -2% | -$36.4K | 0.27% | 97 |
|
|
2018
Q3 | $2.61M | Hold |
42,092
| – | – | 0.28% | 99 |
|
|
2018
Q2 | $2.33M | Sell |
42,092
-260
| -0.6% | -$14.4K | 0.26% | 98 |
|
|
2018
Q1 | $2.68M | Hold |
42,352
| – | – | 0.31% | 91 |
|
|
2017
Q4 | $2.6M | Buy |
42,352
+1,498
| +4% | +$91.8K | 0.28% | 97 |
|
|
2017
Q3 | $2.6M | Sell |
40,854
-3,125
| -7% | -$199K | 0.3% | 95 |
|
|
2017
Q2 | $2.45M | Sell |
43,979
-2,175
| -5% | -$121K | 0.29% | 97 |
|
|
2017
Q1 | $2.51M | Sell |
46,154
-1,125
| -2% | -$61.2K | 0.31% | 92 |
|
|
2016
Q4 | $2.76M | Sell |
47,279
-9,460
| -17% | -$553K | 0.36% | 82 |
|
|
2016
Q3 | $3.06M | Buy |
56,739
+1,275
| +2% | +$68.7K | 0.4% | 76 |
|
|
2016
Q2 | $4.08M | Buy |
55,464
+1,232
| +2% | +$90.6K | 0.53% | 63 |
|
|
2016
Q1 | $3.46M | Buy |
54,232
+775
| +1% | +$49.5K | 0.46% | 72 |
|
|
2015
Q4 | $3.68M | Buy |
53,457
+55
| +0.1% | +$3.78K | 0.5% | 69 |
|
|
2015
Q3 | $3.16M | Sell |
53,402
-28
| -0.1% | -$1.66K | 0.44% | 74 |
|
|
2015
Q2 | $3.56M | Buy |
53,430
+2,390
| +5% | +$159K | 0.45% | 73 |
|
|
2015
Q1 | $3.29M | Buy |
51,040
+1,300
| +3% | +$83.8K | 0.41% | 79 |
|
|
2014
Q4 | $2.94M | Buy |
49,740
+1,375
| +3% | +$81.2K | 0.37% | 83 |
|
|
2014
Q3 | $2.48M | Buy |
48,365
+700
| +1% | +$35.8K | 0.32% | 93 |
|
|
2014
Q2 | $2.31M | Buy |
47,665
+1,075
| +2% | +$52.1K | 0.29% | 97 |
|
|
2014
Q1 | $2.42M | Sell |
46,590
-2,100
| -4% | -$109K | 0.32% | 91 |
|
|
2013
Q4 | $2.59M | Sell |
48,690
-175
| -0.4% | -$9.3K | 0.34% | 86 |
|
|
2013
Q3 | $2.26M | Sell |
48,865
-500
| -1% | -$23.1K | 0.32% | 88 |
|
|
2013
Q2 | $2.21M | Buy |
+49,365
| New | +$2.21M | 0.33% | 85 |
|