CYG
Clean Yield Group’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
2,921
-26
| -0.9% | -$1.2K | 0.04% | 152 |
|
|
2025
Q1 | $180K | Sell |
2,947
-292
| -9% | -$17.8K | 0.06% | 134 |
|
|
2024
Q4 | $183K | Sell |
3,239
-100
| -3% | -$5.66K | 0.06% | 139 |
|
|
2024
Q3 | $173K | Hold |
3,339
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $139K | Sell |
3,339
-841
| -20% | -$34.9K | 0.05% | 143 |
|
|
2024
Q1 | $227K | Hold |
4,180
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $214K | Hold |
4,180
| – | – | 0.09% | 118 |
|
|
2023
Q3 | $237K | Hold |
4,180
| – | – | 0.11% | 111 |
|
|
2023
Q2 | $267K | Sell |
4,180
-150
| -3% | -$9.59K | 0.11% | 108 |
|
|
2023
Q1 | $300K | Sell |
4,330
-78
| -2% | -$5.41K | 0.13% | 102 |
|
|
2022
Q4 | $317K | Buy |
4,408
+482
| +12% | +$34.7K | 0.14% | 100 |
|
|
2022
Q3 | $279K | Hold |
3,926
| – | – | 0.13% | 107 |
|
|
2022
Q2 | $302K | Hold |
3,926
| – | – | 0.12% | 105 |
|
|
2022
Q1 | $287K | Sell |
3,926
-1,552
| -28% | -$113K | 0.1% | 120 |
|
|
2021
Q4 | $342K | Sell |
5,478
-128
| -2% | -$7.99K | 0.11% | 118 |
|
|
2021
Q3 | $332K | Buy |
5,606
+128
| +2% | +$7.58K | 0.11% | 114 |
|
|
2021
Q2 | $365K | Sell |
5,478
-200
| -4% | -$13.3K | 0.12% | 96 |
|
|
2021
Q1 | $358K | Hold |
5,678
| – | – | 0.13% | 97 |
|
|
2020
Q4 | $352K | Sell |
5,678
-79
| -1% | -$4.9K | 0.13% | 95 |
|
|
2020
Q3 | $347K | Buy |
5,757
+157
| +3% | +$9.46K | 0.14% | 89 |
|
|
2020
Q2 | $329K | Hold |
5,600
| – | – | 0.14% | 87 |
|
|
2020
Q1 | $312K | Sell |
5,600
-4,957
| -47% | -$276K | 0.15% | 87 |
|
|
2019
Q4 | $678K | Buy |
10,557
+3,610
| +52% | +$232K | 0.21% | 77 |
|
|
2019
Q3 | $352K | Buy |
6,947
+395
| +6% | +$20K | 0.12% | 107 |
|
|
2019
Q2 | $297K | Sell |
6,552
-300
| -4% | -$13.6K | 0.11% | 108 |
|
|
2019
Q1 | $327K | Hold |
6,852
| – | – | 0.13% | 104 |
|
|
2018
Q4 | $356K | Buy |
6,852
+1,600
| +30% | +$83.1K | 0.16% | 102 |
|
|
2018
Q3 | $326K | Sell |
5,252
-500
| -9% | -$31K | 0.13% | 115 |
|
|
2018
Q2 | $318K | Sell |
5,752
-500
| -8% | -$27.6K | 0.13% | 111 |
|
|
2018
Q1 | $395K | Hold |
6,252
| – | – | 0.17% | 98 |
|
|
2017
Q4 | $383K | Hold |
6,252
| – | – | 0.15% | 105 |
|
|
2017
Q3 | $399K | Buy |
6,252
+1,552
| +33% | +$99K | 0.16% | 100 |
|
|
2017
Q2 | $259K | Hold |
4,700
| – | – | 0.11% | 120 |
|
|
2017
Q1 | $256K | Buy |
+4,700
| New | +$256K | 0.11% | 116 |
|
|
2016
Q4 | – | Sell |
-1,700
| Closed | -$92K | – | 151 |
|
|
2016
Q3 | $92K | Hold |
1,700
| – | – | 0.04% | 151 |
|
|
2016
Q2 | $125K | Hold |
1,700
| – | – | 0.05% | 140 |
|
|
2016
Q1 | $115K | Buy |
+1,700
| New | +$115K | 0.05% | 140 |
|
|
2015
Q2 | – | Sell |
-1,948
| Closed | -$126K | – | 141 |
|
|
2015
Q1 | $126K | Buy |
+1,948
| New | +$126K | 0.05% | 143 |
|