Brown, Lisle/Cummings’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 | $880K | Buy |
19,000
+2,262
| +14% | +$105K | 0.23% | 98 |
|
|
2025
Q1 | $1.02M | Sell |
16,738
-146
| -0.9% | -$8.91K | 0.3% | 81 |
|
|
2024
Q4 | $955K | Sell |
16,884
-6,431
| -28% | -$364K | 0.29% | 85 |
|
|
2024
Q3 | $1.21M | Buy |
23,315
+2,002
| +9% | +$104K | 0.37% | 71 |
|
|
2024
Q2 | $885K | Buy |
21,313
+1,413
| +7% | +$58.7K | 0.29% | 81 |
|
|
2024
Q1 | $1.08M | Buy |
19,900
+475
| +2% | +$25.8K | 0.37% | 67 |
|
|
2023
Q4 | $997K | Buy |
19,425
+1,200
| +7% | +$61.6K | 0.37% | 66 |
|
|
2023
Q3 | $1.06M | Sell |
18,225
-2,727
| -13% | -$158K | 0.48% | 54 |
|
|
2023
Q2 | $1.34M | Sell |
20,952
-3,823
| -15% | -$244K | 0.6% | 43 |
|
|
2023
Q1 | $1.72M | Sell |
24,775
-125
| -0.5% | -$8.66K | 0.87% | 29 |
|
|
2022
Q4 | $1.79M | Buy |
24,900
+764
| +3% | +$55K | 0.96% | 30 |
|
|
2022
Q3 | $1.72M | Sell |
24,136
-150
| -0.6% | -$10.7K | 1% | 24 |
|
|
2022
Q2 | $1.87M | Sell |
24,286
-1,595
| -6% | -$123K | 1.03% | 24 |
|
|
2022
Q1 | $1.89M | Buy |
25,881
+3,600
| +16% | +$263K | 0.91% | 27 |
|
|
2021
Q4 | $1.39M | Buy |
+22,281
| New | +$1.39M | 0.69% | 35 |
|