Boston Research & 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 | $308K | Hold |
6,660
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $406K | Hold |
6,660
| – | – | 0.1% | 89 |
|
|
2024
Q4 | $376K | Hold |
6,660
| – | – | 0.09% | 95 |
|
|
2024
Q3 | $344K | Hold |
6,660
| – | – | 0.08% | 98 |
|
|
2024
Q2 | $276K | Hold |
6,660
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $361K | Hold |
6,660
| – | – | 0.09% | 99 |
|
|
2023
Q4 | $341K | Sell |
6,660
-350
| -5% | -$17.9K | 0.09% | 97 |
|
|
2023
Q3 | $406K | Hold |
7,010
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $448K | Hold |
7,010
| – | – | 0.13% | 85 |
|
|
2023
Q1 | $485K | Hold |
7,010
| – | – | 0.14% | 83 |
|
|
2022
Q4 | $504K | Hold |
7,010
| – | – | 0.16% | 82 |
|
|
2022
Q3 | $498K | Hold |
7,010
| – | – | 0.17% | 81 |
|
|
2022
Q2 | $539K | Sell |
7,010
-292
| -4% | -$22.5K | 0.17% | 80 |
|
|
2022
Q1 | $533K | Buy |
7,302
+292
| +4% | +$21.3K | 0.15% | 80 |
|
|
2021
Q4 | $437K | Sell |
7,010
-854
| -11% | -$53.2K | 0.12% | 90 |
|
|
2021
Q3 | $465K | Sell |
7,864
-705
| -8% | -$41.7K | 0.14% | 86 |
|
|
2021
Q2 | $572K | Sell |
8,569
-71
| -0.8% | -$4.74K | 0.17% | 79 |
|
|
2021
Q1 | $545K | Sell |
8,640
-360
| -4% | -$22.7K | 0.18% | 78 |
|
|
2020
Q4 | $558K | Buy |
9,000
+630
| +8% | +$39.1K | 0.19% | 75 |
|
|
2020
Q3 | $504K | Sell |
8,370
-600
| -7% | -$36.1K | 0.2% | 75 |
|
|
2020
Q2 | $527K | Hold |
8,970
| – | – | 0.22% | 72 |
|
|
2020
Q1 | $499K | Sell |
8,970
-460
| -5% | -$25.6K | 0.25% | 68 |
|
|
2019
Q4 | $605K | Hold |
9,430
| – | – | 0.23% | 73 |
|
|
2019
Q3 | $478K | Hold |
9,430
| – | – | 0.19% | 77 |
|
|
2019
Q2 | $427K | Buy |
9,430
+900
| +11% | +$40.8K | 0.17% | 82 |
|
|
2019
Q1 | $406K | Hold |
8,530
| – | – | 0.17% | 83 |
|
|
2018
Q4 | $443K | Hold |
8,530
| – | – | 0.21% | 78 |
|
|
2018
Q3 | $529K | Buy |
8,530
+600
| +8% | +$37.2K | 0.24% | 74 |
|
|
2018
Q2 | $438K | Hold |
7,930
| – | – | 0.22% | 75 |
|
|
2018
Q1 | $501K | Hold |
7,930
| – | – | 0.26% | 72 |
|
|
2017
Q4 | $485K | Sell |
7,930
-200
| -2% | -$12.2K | 0.24% | 73 |
|
|
2017
Q3 | $518K | Hold |
8,130
| – | – | 0.26% | 69 |
|
|
2017
Q2 | $453K | Hold |
8,130
| – | – | 0.25% | 73 |
|
|
2017
Q1 | $442K | Hold |
8,130
| – | – | 0.24% | 75 |
|
|
2016
Q4 | $475K | Hold |
8,130
| – | – | 0.27% | 72 |
|
|
2016
Q3 | $438K | Buy |
8,130
+2,000
| +33% | +$108K | 0.25% | 74 |
|
|
2016
Q2 | $450K | Hold |
6,130
| – | – | 0.27% | 74 |
|
|
2016
Q1 | $391K | Sell |
6,130
-2,650
| -30% | -$169K | 0.24% | 78 |
|
|
2015
Q4 | $603K | Buy |
8,780
+150
| +2% | +$10.3K | 0.37% | 67 |
|
|
2015
Q3 | $510K | Hold |
8,630
| – | – | 0.34% | 73 |
|
|
2015
Q2 | $574K | Sell |
8,630
-130
| -1% | -$8.65K | 0.36% | 69 |
|
|
2015
Q1 | $565K | Hold |
8,760
| – | – | 0.36% | 69 |
|
|
2014
Q4 | $517K | Buy |
8,760
+2,500
| +40% | +$148K | 0.32% | 72 |
|
|
2014
Q3 | $320K | Hold |
6,260
| – | – | 0.22% | 82 |
|
|
2014
Q2 | $303K | Hold |
6,260
| – | – | 0.21% | 81 |
|
|
2014
Q1 | $325K | Hold |
6,260
| – | – | 0.24% | 80 |
|
|
2013
Q4 | $332K | Sell |
6,260
-192
| -3% | -$10.2K | 0.26% | 73 |
|
|
2013
Q3 | $298K | Buy |
6,452
+192
| +3% | +$8.87K | 0.25% | 76 |
|
|
2013
Q2 | $279K | Buy |
+6,260
| New | +$279K | 0.25% | 76 |
|