Crescent Grove Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Crescent Grove Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Hold	4,430	–	–	0.02%	273
2025 Q1	$270K	Buy	4,430 +81	+2%	+$4.94K	0.03%	222
2024 Q4	$246K	Buy	4,349 +459	+12%	+$26K	0.02%	248
2024 Q3	$201K	Sell	3,890 -1,200	-24%	-$62.1K	0.02%	268
2024 Q2	$211K	Sell	5,090 -5,785	-53%	-$240K	0.02%	262
2024 Q1	$590K	Sell	10,875 -950	-8%	-$51.5K	0.06%	162
2023 Q4	$607K	Buy	11,825 +1,095	+10%	+$56.2K	0.07%	153
2023 Q3	$623K	Sell	10,730 -5,893	-35%	-$342K	0.08%	145
2023 Q2	$1.06M	Buy	16,623 +2,464	+17%	+$158K	0.11%	108
2023 Q1	$981K	Sell	14,159 -1,604	-10%	-$111K	0.11%	107
2022 Q4	$1.13M	Buy	15,763 +1,483	+10%	+$107K	0.12%	107
2022 Q3	$1.02M	Buy	14,280 +3,735	+35%	+$265K	0.12%	96
2022 Q2	$818K	Sell	10,545 -6,200	-37%	-$481K	0.09%	120
2022 Q1	$1.23M	Buy	16,745 +1,555	+10%	+$114K	0.12%	94
2021 Q4	$947K	Buy	15,190 +5,645	+59%	+$352K	0.09%	121
2021 Q3	$569K	Sell	9,545 -3,600	-27%	-$215K	0.06%	141
2021 Q2	$878K	Sell	13,145 -800	-6%	-$53.4K	0.09%	114
2021 Q1	$887K	Sell	13,945 -200	-1%	-$12.7K	0.1%	101
2020 Q4	$884K	Buy	14,145 +45	+0.3%	+$2.81K	0.12%	78
2020 Q3	$850K	Buy	14,100 +90	+0.6%	+$5.43K	0.17%	74
2020 Q2	$824K	Buy	14,010 +310	+2%	+$18.2K	0.17%	68
2020 Q1	$764K	Hold	13,700	–	–	0.17%	59
2019 Q4	$879K	Buy	13,700 +200	+1%	+$12.8K	0.15%	74
2019 Q3	$685K	Hold	13,500	–	–	0.13%	72
2019 Q2	$612K	Sell	13,500 -3,181	-19%	-$144K	0.12%	80
2019 Q1	$796K	Buy	16,681 +24	+0.1%	+$1.15K	0.16%	67
2018 Q4	$866K	Buy	16,657 +1,000	+6%	+$52K	0.18%	68
2018 Q3	$972K	Hold	15,657	–	–	0.21%	57
2018 Q2	$866K	Buy	15,657 +1,000	+7%	+$55.3K	0.21%	60
2018 Q1	$927K	Hold	14,657	–	–	0.23%	57
2017 Q4	$898K	Sell	14,657 -300	-2%	-$18.4K	0.23%	56
2017 Q3	$953K	Hold	14,957	–	–	0.24%	55
2017 Q2	$833K	Buy	+14,957	New	+$833K	0.24%	56