Brighton Jones LLC’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 | $1.15M | Buy |
24,828
+2,997
| +14% | +$139K | 0.03% | 294 |
|
|
2025
Q1 | $1.33M | Buy |
21,831
+2,103
| +11% | +$128K | 0.04% | 220 |
|
|
2024
Q4 | $1.12M | Buy |
19,728
+4,935
| +33% | +$279K | 0.03% | 237 |
|
|
2024
Q3 | $765K | Sell |
14,793
-3,376
| -19% | -$175K | 0.03% | 252 |
|
|
2024
Q2 | $755K | Sell |
18,169
-947
| -5% | -$39.3K | 0.02% | 269 |
|
|
2024
Q1 | $1.04M | Buy |
19,116
+1,650
| +9% | +$89.5K | 0.04% | 219 |
|
|
2023
Q4 | $896K | Sell |
17,466
-8,408
| -32% | -$431K | 0.04% | 222 |
|
|
2023
Q3 | $1.5M | Buy |
25,874
+749
| +3% | +$43.5K | 0.08% | 148 |
|
|
2023
Q2 | $1.61M | Buy |
25,125
+1,638
| +7% | +$105K | 0.08% | 142 |
|
|
2023
Q1 | $1.63M | Sell |
23,487
-108
| -0.5% | -$7.49K | 0.09% | 134 |
|
|
2022
Q4 | $1.7M | Sell |
23,595
-3,314
| -12% | -$238K | 0.1% | 115 |
|
|
2022
Q3 | $1.91M | Buy |
26,909
+772
| +3% | +$54.9K | 0.11% | 100 |
|
|
2022
Q2 | $2.01M | Buy |
26,137
+345
| +1% | +$26.6K | 0.12% | 102 |
|
|
2022
Q1 | $1.88M | Buy |
25,792
+2,049
| +9% | +$150K | 0.09% | 112 |
|
|
2021
Q4 | $1.48M | Buy |
23,743
+2,041
| +9% | +$127K | 0.07% | 133 |
|
|
2021
Q3 | $1.28M | Buy |
21,702
+1,327
| +7% | +$78.5K | 0.07% | 130 |
|
|
2021
Q2 | $1.36M | Sell |
20,375
-486
| -2% | -$32.5K | 0.07% | 122 |
|
|
2021
Q1 | $1.32M | Buy |
20,861
+3,190
| +18% | +$201K | 0.08% | 118 |
|
|
2020
Q4 | $1.1M | Sell |
17,671
-1,818
| -9% | -$113K | 0.07% | 120 |
|
|
2020
Q3 | $1.18M | Buy |
19,489
+2,923
| +18% | +$176K | 0.08% | 103 |
|
|
2020
Q2 | $974K | Buy |
16,566
+3,352
| +25% | +$197K | 0.08% | 106 |
|
|
2020
Q1 | $737K | Sell |
13,214
-556
| -4% | -$31K | 0.08% | 119 |
|
|
2019
Q4 | $884K | Buy |
13,770
+3,769
| +38% | +$242K | 0.1% | 127 |
|
|
2019
Q3 | $507K | Sell |
10,001
-1,534
| -13% | -$77.8K | 0.06% | 167 |
|
|
2019
Q2 | $523K | Sell |
11,535
-360
| -3% | -$16.3K | 0.06% | 167 |
|
|
2019
Q1 | $567K | Sell |
11,895
-780
| -6% | -$37.2K | 0.07% | 155 |
|
|
2018
Q4 | $659K | Buy |
12,675
+1,107
| +10% | +$57.6K | 0.1% | 115 |
|
|
2018
Q3 | $718K | Sell |
11,568
-1,310
| -10% | -$81.3K | 0.09% | 120 |
|
|
2018
Q2 | $713K | Buy |
12,878
+1,429
| +12% | +$79.1K | 0.09% | 130 |
|
|
2018
Q1 | $724K | Sell |
11,449
-1,211
| -10% | -$76.6K | 0.1% | 115 |
|
|
2017
Q4 | $776K | Sell |
12,660
-2,455
| -16% | -$150K | 0.09% | 110 |
|
|
2017
Q3 | $963K | Sell |
15,115
-1,019
| -6% | -$64.9K | 0.12% | 93 |
|
|
2017
Q2 | $899K | Buy |
16,134
+2,538
| +19% | +$141K | 0.13% | 91 |
|
|
2017
Q1 | $739K | Buy |
13,596
+6,336
| +87% | +$344K | 0.18% | 44 |
|
|
2016
Q4 | $424K | Sell |
7,260
-5,738
| -44% | -$335K | 0.16% | 54 |
|
|
2016
Q3 | $701K | Sell |
12,998
-223
| -2% | -$12K | 0.11% | 98 |
|
|
2016
Q2 | $972K | Sell |
13,221
-138
| -1% | -$10.1K | 0.17% | 74 |
|
|
2016
Q1 | $853K | Sell |
13,359
-740
| -5% | -$47.3K | 0.16% | 80 |
|
|
2015
Q4 | $970K | Buy |
14,099
+572
| +4% | +$39.4K | 0.19% | 62 |
|
|
2015
Q3 | $801K | Buy |
13,527
+223
| +2% | +$13.2K | 0.17% | 68 |
|
|
2015
Q2 | $885K | Buy |
13,304
+25
| +0.2% | +$1.66K | 0.2% | 55 |
|
|
2015
Q1 | $857K | Sell |
13,279
-858
| -6% | -$55.4K | 0.19% | 56 |
|
|
2014
Q4 | $835K | Sell |
14,137
-1,272
| -8% | -$75.1K | 0.19% | 60 |
|
|
2014
Q3 | $789K | Sell |
15,409
-60
| -0.4% | -$3.07K | 0.18% | 67 |
|
|
2014
Q2 | $750K | Sell |
15,469
-175
| -1% | -$8.49K | 0.17% | 67 |
|
|
2014
Q1 | $813K | Buy |
15,644
+1,032
| +7% | +$53.6K | 0.19% | 58 |
|
|
2013
Q4 | $777K | Buy |
14,612
+1,931
| +15% | +$103K | 0.18% | 61 |
|
|
2013
Q3 | $587K | Buy |
12,681
+1,193
| +10% | +$55.2K | 0.15% | 67 |
|
|
2013
Q2 | $513K | Buy |
+11,488
| New | +$513K | 0.15% | 56 |
|