Court Place Advisors’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 | $494K | Sell |
10,663
-661
| -6% | -$30.6K | 0.16% | 97 |
|
|
2025
Q1 | $691K | Sell |
11,324
-1,033
| -8% | -$63K | 0.23% | 77 |
|
|
2024
Q4 | $699K | Sell |
12,357
-946
| -7% | -$53.5K | 0.23% | 79 |
|
|
2024
Q3 | $688K | Sell |
13,303
-600
| -4% | -$31K | 0.2% | 87 |
|
|
2024
Q2 | $577K | Sell |
13,903
-250
| -2% | -$10.4K | 0.18% | 90 |
|
|
2024
Q1 | $768K | Sell |
14,153
-800
| -5% | -$43.4K | 0.25% | 79 |
|
|
2023
Q4 | $767K | Sell |
14,953
-3,339
| -18% | -$171K | 0.25% | 79 |
|
|
2023
Q3 | $1.06M | Sell |
18,292
-70
| -0.4% | -$4.06K | 0.38% | 64 |
|
|
2023
Q2 | $1.17M | Hold |
18,362
| – | – | 0.41% | 60 |
|
|
2023
Q1 | $1.27M | Hold |
18,362
| – | – | 0.46% | 55 |
|
|
2022
Q4 | $1.32M | Sell |
18,362
-500
| -3% | -$36K | 0.48% | 54 |
|
|
2022
Q3 | $1.34M | Hold |
18,862
| – | – | 0.54% | 49 |
|
|
2022
Q2 | $1.45M | Buy |
18,862
+300
| +2% | +$23.1K | 0.55% | 49 |
|
|
2022
Q1 | $1.36M | Sell |
18,562
-41
| -0.2% | -$3K | 0.44% | 62 |
|
|
2021
Q4 | $1.16M | Sell |
18,603
-1,150
| -6% | -$71.7K | 0.32% | 75 |
|
|
2021
Q3 | $1.17M | Hold |
19,753
| – | – | 0.35% | 72 |
|
|
2021
Q2 | $1.32M | Sell |
19,753
-200
| -1% | -$13.4K | 0.38% | 69 |
|
|
2021
Q1 | $1.26M | Hold |
19,953
| – | – | 0.39% | 68 |
|
|
2020
Q4 | $1.24M | Sell |
19,953
-100
| -0.5% | -$6.21K | 0.41% | 65 |
|
|
2020
Q3 | $1.21M | Buy |
20,053
+500
| +3% | +$30.1K | 0.45% | 60 |
|
|
2020
Q2 | $1.15M | Hold |
19,553
| – | – | 0.45% | 57 |
|
|
2020
Q1 | $1.09M | Hold |
19,553
| – | – | 0.49% | 54 |
|
|
2019
Q4 | $1.26M | Buy |
19,553
+556
| +3% | +$35.7K | 0.45% | 58 |
|
|
2019
Q3 | $963K | Sell |
18,997
-300
| -2% | -$15.2K | 0.37% | 67 |
|
|
2019
Q2 | $875K | Sell |
19,297
-1,620
| -8% | -$73.5K | 0.34% | 73 |
|
|
2019
Q1 | $998K | Buy |
20,917
+303
| +1% | +$14.5K | 0.4% | 65 |
|
|
2018
Q4 | $1.07M | Buy |
20,614
+2
| +0% | +$104 | 0.49% | 54 |
|
|
2018
Q3 | $1.28M | Buy |
20,612
+2
| +0% | +$124 | 0.49% | 52 |
|
|
2018
Q2 | $1.14M | Sell |
20,610
-222
| -1% | -$12.3K | 0.47% | 53 |
|
|
2018
Q1 | $1.32M | Buy |
20,832
+65
| +0.3% | +$4.11K | 0.55% | 52 |
|
|
2017
Q4 | $1.27M | Buy |
20,767
+106
| +0.5% | +$6.5K | 0.53% | 54 |
|
|
2017
Q3 | $1.32M | Buy |
20,661
+1,445
| +8% | +$92.1K | 0.59% | 50 |
|
|
2017
Q2 | $1.07M | Sell |
19,216
-96
| -0.5% | -$5.35K | 0.51% | 57 |
|
|
2017
Q1 | $1.05M | Sell |
19,312
-480
| -2% | -$26.1K | 0.52% | 56 |
|
|
2016
Q4 | $1.16M | Buy |
19,792
+542
| +3% | +$31.7K | 0.6% | 49 |
|
|
2016
Q3 | $1.04M | Buy |
19,250
+200
| +1% | +$10.8K | 0.58% | 48 |
|
|
2016
Q2 | $1.4M | Sell |
19,050
-200
| -1% | -$14.7K | 0.81% | 36 |
|
|
2016
Q1 | $1.23M | Hold |
19,250
| – | – | 0.76% | 36 |
|
|
2015
Q4 | $1.32M | Sell |
19,250
-139
| -0.7% | -$9.56K | 0.85% | 38 |
|
|
2015
Q3 | $1.15M | Buy |
19,389
+26
| +0.1% | +$1.54K | 0.79% | 39 |
|
|
2015
Q2 | $1.29M | Hold |
19,363
| – | – | 0.82% | 39 |
|
|
2015
Q1 | $1.25M | Hold |
19,363
| – | – | 0.79% | 39 |
|
|
2014
Q4 | $1.14M | Sell |
19,363
-456
| -2% | -$26.9K | 0.74% | 40 |
|
|
2014
Q3 | $1.01M | Hold |
19,819
| – | – | 0.69% | 44 |
|
|
2014
Q2 | $961K | Hold |
19,819
| – | – | 0.67% | 45 |
|
|
2014
Q1 | $1.03M | Hold |
19,819
| – | – | 0.75% | 43 |
|
|
2013
Q4 | $1.05M | Buy |
+19,819
| New | +$1.05M | 0.8% | 42 |
|