Charter Research & Investment Group’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 | $1.76M | Sell |
37,993
-1,665
| -4% | -$77.1K | 1.31% | 22 |
|
|
2025
Q1 | $2.42M | Hold |
39,658
| – | – | 1.85% | 16 |
|
|
2024
Q4 | $2.24M | Sell |
39,658
-1,762
| -4% | -$99.7K | 1.71% | 19 |
|
|
2024
Q3 | $2.14M | Sell |
41,420
-453
| -1% | -$23.4K | 1.58% | 19 |
|
|
2024
Q2 | $1.74M | Sell |
41,873
-735
| -2% | -$30.5K | 1.37% | 23 |
|
|
2024
Q1 | $2.31M | Sell |
42,608
-1,975
| -4% | -$107K | 1.83% | 18 |
|
|
2023
Q4 | $2.29M | Buy |
44,583
+261
| +0.6% | +$13.4K | 1.9% | 17 |
|
|
2023
Q3 | $2.57M | Sell |
44,322
-1,325
| -3% | -$76.9K | 2.32% | 12 |
|
|
2023
Q2 | $2.92M | Sell |
45,647
-9
| -0% | -$576 | 2.42% | 12 |
|
|
2023
Q1 | $3.16M | Hold |
45,656
| – | – | 2.77% | 9 |
|
|
2022
Q4 | $3.28M | Sell |
45,656
-165
| -0.4% | -$11.9K | 3.15% | 9 |
|
|
2022
Q3 | $3.26M | Sell |
45,821
-628
| -1% | -$44.6K | 3.29% | 7 |
|
|
2022
Q2 | $3.58M | Sell |
46,449
-135
| -0.3% | -$10.4K | 3.25% | 7 |
|
|
2022
Q1 | $3.4M | Sell |
46,584
-175
| -0.4% | -$12.8K | 2.76% | 8 |
|
|
2021
Q4 | $2.92M | Sell |
46,759
-11,425
| -20% | -$712K | 2.29% | 13 |
|
|
2021
Q3 | $3.44M | Buy |
58,184
+1,655
| +3% | +$97.9K | 2.86% | 7 |
|
|
2021
Q2 | $3.78M | Sell |
56,529
-350
| -0.6% | -$23.4K | 3.13% | 6 |
|
|
2021
Q1 | $3.59M | Sell |
56,879
-20
| -0% | -$1.26K | 3.14% | 6 |
|
|
2020
Q4 | $3.53M | Buy |
56,899
+460
| +0.8% | +$28.5K | 3.39% | 6 |
|
|
2020
Q3 | $3.4M | Buy |
56,439
+377
| +0.7% | +$22.7K | 3.73% | 6 |
|
|
2020
Q2 | $3.3M | Buy |
56,062
+900
| +2% | +$52.9K | 3.8% | 5 |
|
|
2020
Q1 | $3.08M | Buy |
55,162
+215
| +0.4% | +$12K | 4.05% | 6 |
|
|
2019
Q4 | $3.53M | Buy |
54,947
+12,477
| +29% | +$801K | 3.59% | 5 |
|
|
2019
Q3 | $2.15M | Buy |
42,470
+2,220
| +6% | +$113K | 2.33% | 12 |
|
|
2019
Q2 | $1.83M | Sell |
40,250
-1,125
| -3% | -$51K | 2.03% | 13 |
|
|
2019
Q1 | $1.97M | Sell |
41,375
-45
| -0.1% | -$2.15K | 2.18% | 12 |
|
|
2018
Q4 | $2.15M | Sell |
41,420
-300
| -0.7% | -$15.6K | 2.72% | 9 |
|
|
2018
Q3 | $2.59M | Sell |
41,720
-450
| -1% | -$27.9K | 2.82% | 11 |
|
|
2018
Q2 | $2.33M | Sell |
42,170
-750
| -2% | -$41.5K | 2.68% | 12 |
|
|
2018
Q1 | $2.72M | Sell |
42,920
-545
| -1% | -$34.5K | 3.24% | 7 |
|
|
2017
Q4 | $2.66M | Buy |
+43,465
| New | +$2.66M | 2.99% | 9 |
|
|
2016
Q3 | $815K | Hold |
15,120
| – | – | 0.96% | 34 |
|
|
2016
Q2 | $1.11M | Sell |
15,120
-850
| -5% | -$62.5K | 1.27% | 32 |
|
|
2016
Q1 | $1.02M | Hold |
15,970
| – | – | 1.17% | 32 |
|
|
2015
Q4 | $1.1M | Hold |
15,970
| – | – | 1.28% | 30 |
|
|
2015
Q3 | $945K | Sell |
15,970
-5
| -0% | -$296 | 1.25% | 30 |
|
|
2015
Q2 | $1.06M | Hold |
15,975
| – | – | 1.18% | 30 |
|
|
2015
Q1 | $1.03M | Hold |
15,975
| – | – | 1.14% | 30 |
|
|
2014
Q4 | $943K | Buy |
+15,975
| New | +$943K | 1.03% | 34 |
|