Chesapeake Wealth Management’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 | $336K | Sell |
7,250
-275
| -4% | -$12.7K | 0.11% | 125 |
|
|
2025
Q1 | $459K | Sell |
7,525
-95
| -1% | -$5.8K | 0.16% | 113 |
|
|
2024
Q4 | $431K | Sell |
7,620
-840
| -10% | -$47.5K | 0.15% | 115 |
|
|
2024
Q3 | $438K | Buy |
8,460
+41
| +0.5% | +$2.12K | 0.15% | 111 |
|
|
2024
Q2 | $350K | Sell |
8,419
-7,773
| -48% | -$323K | 0.13% | 122 |
|
|
2024
Q1 | $878K | Sell |
16,192
-3,712
| -19% | -$201K | 0.32% | 82 |
|
|
2023
Q4 | $1.02M | Sell |
19,904
-817
| -4% | -$41.9K | 0.39% | 74 |
|
|
2023
Q3 | $1.2M | Sell |
20,721
-522
| -2% | -$30.3K | 0.5% | 61 |
|
|
2023
Q2 | $1.36M | Buy |
21,243
+177
| +0.8% | +$11.3K | 0.54% | 58 |
|
|
2023
Q1 | $1.46M | Buy |
21,066
+1,044
| +5% | +$72.4K | 0.61% | 52 |
|
|
2022
Q4 | $1.44M | Buy |
20,022
+710
| +4% | +$51.1K | 0.63% | 52 |
|
|
2022
Q3 | $1.37M | Buy |
19,312
+5,251
| +37% | +$373K | 0.63% | 50 |
|
|
2022
Q2 | $1.08M | Sell |
14,061
-83
| -0.6% | -$6.39K | 0.46% | 60 |
|
|
2022
Q1 | $1.03M | Sell |
14,144
-573
| -4% | -$41.8K | 0.38% | 74 |
|
|
2021
Q4 | $918K | Sell |
14,717
-1,733
| -11% | -$108K | 0.31% | 81 |
|
|
2021
Q3 | $973K | Sell |
16,450
-3,249
| -16% | -$192K | 0.35% | 71 |
|
|
2021
Q2 | $1.32M | Sell |
19,699
-2,376
| -11% | -$159K | 0.43% | 60 |
|
|
2021
Q1 | $1.39M | Sell |
22,075
-11,520
| -34% | -$727K | 0.47% | 56 |
|
|
2020
Q4 | $2.08M | Buy |
33,595
+2,373
| +8% | +$147K | 0.71% | 30 |
|
|
2020
Q3 | $1.88M | Sell |
31,222
-568
| -2% | -$34.3K | 0.7% | 32 |
|
|
2020
Q2 | $1.87M | Buy |
31,790
+202
| +0.6% | +$11.9K | 0.74% | 28 |
|
|
2020
Q1 | $1.76M | Buy |
31,588
+883
| +3% | +$49.2K | 0.81% | 28 |
|
|
2019
Q4 | $1.97M | Buy |
30,705
+11,253
| +58% | +$722K | 0.76% | 31 |
|
|
2019
Q3 | $986K | Buy |
19,452
+4,908
| +34% | +$249K | 0.4% | 82 |
|
|
2019
Q2 | $660K | Buy |
14,544
+1,541
| +12% | +$69.9K | 0.28% | 100 |
|
|
2019
Q1 | $620K | Sell |
13,003
-500
| -4% | -$23.8K | 0.27% | 101 |
|
|
2018
Q4 | $702K | Sell |
13,503
-560
| -4% | -$29.1K | 0.35% | 78 |
|
|
2018
Q3 | $873K | Sell |
14,063
-543
| -4% | -$33.7K | 0.39% | 70 |
|
|
2018
Q2 | $809K | Sell |
14,606
-700
| -5% | -$38.8K | 0.37% | 70 |
|
|
2018
Q1 | $968K | Buy |
+15,306
| New | +$968K | 0.45% | 61 |
|