Chicago Partners 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 | $814K | Sell |
16,616
-42
| -0.3% | -$2.06K | 0.02% | 447 |
|
|
2025
Q1 | $793K | Sell |
16,658
-1,735
| -9% | -$82.6K | 0.03% | 412 |
|
|
2024
Q4 | $1.04M | Buy |
18,393
+1,684
| +10% | +$95.7K | 0.03% | 332 |
|
|
2024
Q3 | $887K | Buy |
16,709
+649
| +4% | +$34.4K | 0.03% | 356 |
|
|
2024
Q2 | $788K | Sell |
16,060
-184
| -1% | -$9.03K | 0.03% | 371 |
|
|
2024
Q1 | $796K | Buy |
16,244
+31
| +0.2% | +$1.52K | 0.03% | 352 |
|
|
2023
Q4 | $815K | Buy |
16,213
+138
| +0.9% | +$6.93K | 0.04% | 334 |
|
|
2023
Q3 | $900K | Sell |
16,075
-165
| -1% | -$9.24K | 0.05% | 300 |
|
|
2023
Q2 | $1M | Buy |
16,240
+5,209
| +47% | +$322K | 0.05% | 292 |
|
|
2023
Q1 | $778K | Sell |
11,031
-49
| -0.4% | -$3.46K | 0.05% | 300 |
|
|
2022
Q4 | $826K | Sell |
11,080
-4,307
| -28% | -$321K | 0.05% | 291 |
|
|
2022
Q3 | $1.22M | Buy |
15,387
+388
| +3% | +$30.7K | 0.09% | 212 |
|
|
2022
Q2 | $1.11M | Sell |
14,999
-2,307
| -13% | -$170K | 0.08% | 218 |
|
|
2022
Q1 | $1.33M | Buy |
17,306
+10,539
| +156% | +$812K | 0.1% | 170 |
|
|
2021
Q4 | $452K | Sell |
6,767
-826
| -11% | -$55.2K | 0.03% | 361 |
|
|
2021
Q3 | $449K | Sell |
7,593
-859
| -10% | -$50.8K | 0.03% | 355 |
|
|
2021
Q2 | $572K | Sell |
8,452
-286
| -3% | -$19.4K | 0.04% | 307 |
|
|
2021
Q1 | $576K | Buy |
8,738
+591
| +7% | +$39K | 0.05% | 283 |
|
|
2020
Q4 | $526K | Sell |
8,147
-1,301
| -14% | -$84K | 0.05% | 271 |
|
|
2020
Q3 | $579K | Buy |
9,448
+6
| +0.1% | +$368 | 0.07% | 211 |
|
|
2020
Q2 | $548K | Buy |
9,442
+231
| +3% | +$13.4K | 0.07% | 204 |
|
|
2020
Q1 | $558K | Sell |
9,211
-594
| -6% | -$36K | 0.09% | 174 |
|
|
2019
Q4 | $655K | Buy |
9,805
+3,588
| +58% | +$240K | 0.08% | 180 |
|
|
2019
Q3 | $338K | Buy |
6,217
+581
| +10% | +$31.6K | 0.05% | 242 |
|
|
2019
Q2 | $241K | Buy |
5,636
+356
| +7% | +$15.2K | 0.03% | 284 |
|
|
2019
Q1 | $240K | Sell |
5,280
-6,803
| -56% | -$309K | 0.04% | 268 |
|
|
2018
Q4 | $577K | Sell |
12,083
-6,182
| -34% | -$295K | 0.09% | 173 |
|
|
2018
Q3 | $908K | Buy |
18,265
+5,707
| +45% | +$284K | 0.14% | 125 |
|
|
2018
Q2 | $695K | Buy |
12,558
+7,900
| +170% | +$437K | 0.11% | 141 |
|
|
2018
Q1 | $295K | Sell |
4,658
-287
| -6% | -$18.2K | 0.05% | 217 |
|
|
2017
Q4 | $303K | Sell |
4,945
-2,184
| -31% | -$134K | 0.05% | 216 |
|
|
2017
Q3 | $454K | Buy |
7,129
+601
| +9% | +$38.3K | 0.08% | 169 |
|
|
2017
Q2 | $375K | Buy |
6,528
+2,033
| +45% | +$117K | 0.1% | 130 |
|
|
2017
Q1 | $244K | Sell |
4,495
-1,590
| -26% | -$86.3K | 0.07% | 173 |
|
|
2016
Q4 | $356K | Sell |
6,085
-1,465
| -19% | -$85.7K | 0.13% | 120 |
|
|
2016
Q3 | $407K | Buy |
7,550
+6,300
| +504% | +$340K | 0.16% | 106 |
|
|
2016
Q2 | $92K | Buy |
1,250
+800
| +178% | +$58.9K | 0.04% | 197 |
|
|
2016
Q1 | $29K | Sell |
450
-2,424
| -84% | -$156K | 0.02% | 269 |
|
|
2015
Q4 | $198K | Buy |
2,874
+2,724
| +1,816% | +$188K | 0.09% | 153 |
|
|
2015
Q3 | $9K | Hold |
150
| – | – | 0.01% | 336 |
|
|
2015
Q2 | $10K | Sell |
150
-14
| -9% | -$933 | ﹤0.01% | 339 |
|
|
2015
Q1 | $10K | Sell |
164
-136
| -45% | -$8.29K | ﹤0.01% | 350 |
|
|
2014
Q4 | $18K | Buy |
+300
| New | +$18K | 0.01% | 297 |
|