Brooks Moore & Associates’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 | $309K | Hold |
7,144
| – | – | 0.17% | 92 |
|
|
2025
Q1 | $436K | Hold |
7,144
| – | – | 0.25% | 76 |
|
|
2024
Q4 | $404K | Hold |
7,144
| – | – | 0.24% | 73 |
|
|
2024
Q3 | $370K | Sell |
7,144
-15
| -0.2% | -$776 | 0.22% | 72 |
|
|
2024
Q2 | $297K | Hold |
7,159
| – | – | 0.19% | 75 |
|
|
2024
Q1 | $388K | Hold |
7,159
| – | – | 0.25% | 69 |
|
|
2023
Q4 | $367K | Hold |
7,159
| – | – | 0.25% | 67 |
|
|
2023
Q3 | $416K | Sell |
7,159
-7,615
| -52% | -$442K | 0.31% | 62 |
|
|
2023
Q2 | $945K | Sell |
14,774
-470
| -3% | -$30.1K | 0.67% | 47 |
|
|
2023
Q1 | $1.06M | Buy |
15,244
+845
| +6% | +$58.6K | 0.76% | 41 |
|
|
2022
Q4 | $1.04M | Buy |
14,399
+425
| +3% | +$30.6K | 0.76% | 41 |
|
|
2022
Q3 | $993K | Hold |
13,974
| – | – | 0.8% | 41 |
|
|
2022
Q2 | $1.08M | Hold |
13,974
| – | – | 0.78% | 42 |
|
|
2022
Q1 | $1.02M | Sell |
13,974
-925
| -6% | -$67.6K | 0.63% | 48 |
|
|
2021
Q4 | $929K | Sell |
14,899
-14,980
| -50% | -$934K | 0.54% | 47 |
|
|
2021
Q3 | $1.77M | Buy |
29,879
+168
| +0.6% | +$9.94K | 1.16% | 36 |
|
|
2021
Q2 | $1.99M | Buy |
29,711
+4,600
| +18% | +$307K | 1.27% | 34 |
|
|
2021
Q1 | $1.59M | Buy |
25,111
+836
| +3% | +$52.8K | 1.07% | 38 |
|
|
2020
Q4 | $1.51M | Buy |
24,275
+700
| +3% | +$43.4K | 1.17% | 36 |
|
|
2020
Q3 | $1.42M | Buy |
23,575
+1,890
| +9% | +$114K | 1.23% | 34 |
|
|
2020
Q2 | $1.28M | Buy |
21,685
+4,222
| +24% | +$248K | 1.19% | 31 |
|
|
2020
Q1 | $973K | Buy |
17,463
+1,770
| +11% | +$98.6K | 1.03% | 37 |
|
|
2019
Q4 | $1.01M | Sell |
15,693
-2,545
| -14% | -$163K | 0.8% | 43 |
|
|
2019
Q3 | $925K | Buy |
18,238
+3,225
| +21% | +$164K | 0.78% | 47 |
|
|
2019
Q2 | $681K | Buy |
15,013
+740
| +5% | +$33.6K | 0.58% | 61 |
|
|
2019
Q1 | $681K | Hold |
14,273
| – | – | 0.62% | 54 |
|
|
2018
Q4 | $742K | Buy |
+14,273
| New | +$742K | 0.75% | 51 |
|