Burney Company’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 | $500K | Sell |
10,792
-1,576
| -13% | -$73K | 0.02% | 413 |
|
|
2025
Q1 | $754K | Sell |
12,368
-385
| -3% | -$23.5K | 0.03% | 340 |
|
|
2024
Q4 | $721K | Buy |
12,753
+516
| +4% | +$29.2K | 0.03% | 363 |
|
|
2024
Q3 | $633K | Sell |
12,237
-1,534
| -11% | -$79.4K | 0.02% | 400 |
|
|
2024
Q2 | $572K | Sell |
13,771
-345
| -2% | -$14.3K | 0.02% | 399 |
|
|
2024
Q1 | $766K | Sell |
14,116
-347
| -2% | -$18.8K | 0.03% | 364 |
|
|
2023
Q4 | $742K | Sell |
14,463
-10,703
| -43% | -$549K | 0.03% | 364 |
|
|
2023
Q3 | $1.46M | Sell |
25,166
-34,140
| -58% | -$1.98M | 0.07% | 262 |
|
|
2023
Q2 | $3.79M | Buy |
59,306
+46,858
| +376% | +$3M | 0.17% | 153 |
|
|
2023
Q1 | $863K | Buy |
12,448
+20
| +0.2% | +$1.39K | 0.04% | 336 |
|
|
2022
Q4 | $894K | Sell |
12,428
-230
| -2% | -$16.5K | 0.05% | 312 |
|
|
2022
Q3 | $900K | Sell |
12,658
-67
| -0.5% | -$4.76K | 0.05% | 317 |
|
|
2022
Q2 | $980K | Sell |
12,725
-400
| -3% | -$30.8K | 0.05% | 305 |
|
|
2022
Q1 | $959K | Sell |
13,125
-221
| -2% | -$16.1K | 0.04% | 333 |
|
|
2021
Q4 | $832K | Sell |
13,346
-549
| -4% | -$34.2K | 0.04% | 355 |
|
|
2021
Q3 | $822K | Buy |
13,895
+184
| +1% | +$10.9K | 0.04% | 338 |
|
|
2021
Q2 | $916K | Sell |
13,711
-154
| -1% | -$10.3K | 0.04% | 330 |
|
|
2021
Q1 | $875K | Buy |
13,865
+876
| +7% | +$55.3K | 0.04% | 325 |
|
|
2020
Q4 | $806K | Sell |
12,989
-1,764
| -12% | -$109K | 0.04% | 312 |
|
|
2020
Q3 | $890K | Sell |
14,753
-11,260
| -43% | -$679K | 0.06% | 291 |
|
|
2020
Q2 | $1.53M | Sell |
26,013
-12,093
| -32% | -$711K | 0.1% | 225 |
|
|
2020
Q1 | $2.12M | Sell |
38,106
-66,469
| -64% | -$3.7M | 0.16% | 160 |
|
|
2019
Q4 | $6.71M | Buy |
104,575
+96,446
| +1,186% | +$6.19M | 0.37% | 89 |
|
|
2019
Q3 | $412K | Sell |
8,129
-496
| -6% | -$25.1K | 0.02% | 334 |
|
|
2019
Q2 | $391K | Sell |
8,625
-1,000
| -10% | -$45.3K | 0.02% | 353 |
|
|
2019
Q1 | $459K | Sell |
9,625
-380
| -4% | -$18.1K | 0.03% | 330 |
|
|
2018
Q4 | $520K | Buy |
10,005
+894
| +10% | +$46.5K | 0.04% | 304 |
|
|
2018
Q3 | $566K | Sell |
9,111
-4,228
| -32% | -$263K | 0.03% | 312 |
|
|
2018
Q2 | $738K | Sell |
13,339
-214
| -2% | -$11.8K | 0.04% | 282 |
|
|
2018
Q1 | $857K | Sell |
13,553
-1,049
| -7% | -$66.3K | 0.05% | 254 |
|
|
2017
Q4 | $895K | Buy |
14,602
+1,150
| +9% | +$70.5K | 0.05% | 254 |
|
|
2017
Q3 | $848K | Sell |
13,452
-8,212
| -38% | -$518K | 0.06% | 244 |
|
|
2017
Q2 | $1.21M | Buy |
21,664
+5,735
| +36% | +$320K | 0.08% | 209 |
|
|
2017
Q1 | $866K | Buy |
15,929
+8,175
| +105% | +$444K | 0.06% | 231 |
|
|
2016
Q4 | $453K | Sell |
7,754
-572
| -7% | -$33.4K | 0.03% | 269 |
|
|
2016
Q3 | $459K | Buy |
8,326
+577
| +7% | +$31.8K | 0.03% | 268 |
|
|
2016
Q2 | $570K | Sell |
7,749
-72
| -0.9% | -$5.3K | 0.04% | 246 |
|
|
2016
Q1 | $500K | Sell |
7,821
-535
| -6% | -$34.2K | 0.04% | 272 |
|
|
2015
Q4 | $578K | Hold |
8,356
| – | – | 0.04% | 241 |
|
|
2015
Q3 | $495K | Buy |
8,356
+524
| +7% | +$31K | 0.04% | 253 |
|
|
2015
Q2 | $521K | Sell |
7,832
-835
| -10% | -$55.5K | 0.04% | 267 |
|
|
2015
Q1 | $559K | Buy |
8,667
+100
| +1% | +$6.45K | 0.04% | 272 |
|
|
2014
Q4 | $506K | Sell |
8,567
-600
| -7% | -$35.4K | 0.04% | 272 |
|
|
2014
Q3 | $469K | Buy |
9,167
+295
| +3% | +$15.1K | 0.04% | 277 |
|
|
2014
Q2 | $430K | Buy |
8,872
+100
| +1% | +$4.85K | 0.04% | 296 |
|
|
2014
Q1 | $456K | Sell |
8,772
-889
| -9% | -$46.2K | 0.04% | 280 |
|
|
2013
Q4 | $513K | Sell |
9,661
-629
| -6% | -$33.4K | 0.05% | 274 |
|
|
2013
Q3 | $476K | Sell |
10,290
-2,734
| -21% | -$126K | 0.05% | 276 |
|
|
2013
Q2 | $582K | Buy |
+13,024
| New | +$582K | 0.07% | 237 |
|