Buckingham Strategic Wealth’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.93M | Sell |
46,466
-3,009
| -6% | -$135K | 0.02% | 240 |
|
|
2024
Q1 | $2.68M | Buy |
49,475
+1,035
| +2% | +$52.7K | 0.03% | 207 |
|
|
2023
Q4 | $2.49M | Sell |
48,440
-3,158
| -6% | -$166K | 0.03% | 208 |
|
|
2023
Q3 | $2.99M | Sell |
51,598
-627
| -1% | -$38.4K | 0.04% | 176 |
|
|
2023
Q2 | $3.34M | Buy |
52,225
+2,034
| +4% | +$136K | 0.05% | 165 |
|
|
2023
Q1 | $3.61M | Hold |
50,191
| – | – | 0.07% | 135 |
|
|
2022
Q4 | $3.61M | Buy |
50,191
+1,007
| +2% | +$75.9K | 0.07% | 135 |
|
|
2022
Q3 | $3.5M | Buy |
49,184
+2,175
| +5% | +$158K | 0.07% | 128 |
|
|
2022
Q2 | $3.62M | Buy |
47,009
+13,360
| +40% | +$1.02M | 0.07% | 126 |
|
|
2022
Q1 | $2.46M | Buy |
33,649
+478
| +1% | +$32.1K | 0.05% | 156 |
|
|
2021
Q4 | $2.07M | Sell |
33,171
-364
| -1% | -$21.4K | 0.04% | 176 |
|
|
2021
Q3 | $1.98M | Buy |
33,535
+2,839
| +9% | +$187K | 0.04% | 171 |
|
|
2021
Q2 | $2.05M | Buy |
30,696
+4,727
| +18% | +$308K | 0.05% | 166 |
|
|
2021
Q1 | $1.64M | Buy |
25,969
+92
| +0.4% | +$5.72K | 0.08% | 174 |
|
|
2020
Q4 | $1.6M | Buy |
25,877
+7,252
| +39% | +$446K | 0.08% | 172 |
|
|
2020
Q3 | $1.12M | Buy |
18,625
+74
| +0.4% | +$4.45K | 0.09% | 165 |
|
|
2020
Q2 | $1.09M | Sell |
18,551
-8,658
| -32% | -$518K | 0.1% | 137 |
|
|
2020
Q1 | $1.52M | Buy |
27,209
+3,057
| +13% | +$187K | 0.15% | 112 |
|
|
2019
Q4 | $1.55M | Buy |
24,152
+4,879
| +25% | +$279K | 0.15% | 116 |
|
|
2019
Q3 | $977K | Buy |
19,273
+909
| +5% | +$42.7K | 0.11% | 144 |
|
|
2019
Q2 | $833K | Sell |
18,364
-670
| -4% | -$31.2K | 0.09% | 166 |
|
|
2019
Q1 | $908K | Buy |
19,034
+374
| +2% | +$18.6K | 0.11% | 147 |
|
|
2018
Q4 | $970K | Buy |
18,660
+164
| +0.9% | +$8.81K | 0.15% | 119 |
|
|
2018
Q3 | $1.15M | Sell |
18,496
-1,592
| -8% | -$94.5K | 0.18% | 111 |
|
|
2018
Q2 | $1.11M | Buy |
20,088
+3,403
| +20% | +$184K | 0.18% | 109 |
|
|
2018
Q1 | $1.05M | Sell |
16,685
-2,902
| -15% | -$187K | 0.21% | 108 |
|
|
2017
Q4 | $1.2M | Buy |
19,587
+2,392
| +14% | +$150K | 0.25% | 86 |
|
|
2017
Q3 | $1.1M | Sell |
17,195
-313
| -2% | -$18.3K | 0.26% | 88 |
|
|
2017
Q2 | $976K | Buy |
17,508
+1,401
| +9% | +$76.2K | 0.23% | 99 |
|
|
2017
Q1 | $876K | Buy |
16,107
+3,604
| +29% | +$198K | 0.25% | 86 |
|
|
2016
Q4 | $731K | Sell |
12,503
-77
| -0.6% | -$4.21K | 0.24% | 85 |
|
|
2016
Q3 | $678K | Sell |
12,580
-393
| -3% | -$25.2K | 0.23% | 90 |
|
|
2016
Q2 | $954K | Buy |
12,973
+104
| +0.8% | +$7.35K | 0.32% | 58 |
|
|
2016
Q1 | $822K | Buy |
12,869
+869
| +7% | +$54.8K | 0.27% | 75 |
|
|
2015
Q4 | $826K | Buy |
12,000
+596
| +5% | +$39.4K | 0.28% | 64 |
|
|
2015
Q3 | $675K | Sell |
11,404
-122
| -1% | -$7.74K | 0.24% | 76 |
|
|
2015
Q2 | $767K | Sell |
11,526
-1,165
| -9% | -$76.8K | 0.25% | 74 |
|
|
2015
Q1 | $819K | Buy |
12,691
+1,038
| +9% | +$65K | 0.31% | 58 |
|
|
2014
Q4 | $688K | Sell |
11,653
-492
| -4% | -$27.7K | 0.27% | 70 |
|
|
2014
Q3 | $622K | Buy |
12,145
+1,207
| +11% | +$60.3K | 0.26% | 68 |
|
|
2014
Q2 | $531K | Buy |
10,938
+903
| +9% | +$44.5K | 0.23% | 75 |
|
|
2014
Q1 | $521K | Buy |
10,035
+1,217
| +14% | +$64.8K | 0.24% | 68 |
|
|
2013
Q4 | $469K | Buy |
8,818
+51
| +0.6% | +$2.6K | 0.22% | 77 |
|
|
2013
Q3 | $406K | Buy |
8,767
+507
| +6% | +$22.3K | 0.22% | 75 |
|
|
2013
Q2 | $369K | Buy |
+8,260
| New | +$359K | 0.21% | 76 |
|
Other funds holding BMY
