Crestwood Advisors 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 | $633K | Sell |
13,666
-1,917
| -12% | -$88.7K | 0.01% | 313 |
|
|
2025
Q1 | $950K | Buy |
15,583
+4,326
| +38% | +$264K | 0.02% | 279 |
|
|
2024
Q4 | $637K | Buy |
11,257
+5,400
| +92% | +$305K | 0.01% | 274 |
|
|
2024
Q3 | $303K | Buy |
5,857
+612
| +12% | +$31.7K | 0.01% | 364 |
|
|
2024
Q2 | $218K | Sell |
5,245
-4,956
| -49% | -$206K | ﹤0.01% | 403 |
|
|
2024
Q1 | $553K | Buy |
10,201
+1,820
| +22% | +$98.7K | 0.01% | 263 |
|
|
2023
Q4 | $430K | Sell |
8,381
-961
| -10% | -$49.3K | 0.01% | 280 |
|
|
2023
Q3 | $542K | Sell |
9,342
-386
| -4% | -$22.4K | 0.01% | 238 |
|
|
2023
Q2 | $622K | Sell |
9,728
-751
| -7% | -$48K | 0.02% | 169 |
|
|
2023
Q1 | $726K | Buy |
10,479
+395
| +4% | +$27.4K | 0.02% | 160 |
|
|
2022
Q4 | $726K | Buy |
10,084
+173
| +2% | +$12.4K | 0.02% | 160 |
|
|
2022
Q3 | $705K | Sell |
9,911
-1,090
| -10% | -$77.5K | 0.03% | 165 |
|
|
2022
Q2 | $847K | Buy |
11,001
+4,610
| +72% | +$355K | 0.03% | 153 |
|
|
2022
Q1 | $467K | Buy |
6,391
+874
| +16% | +$63.9K | 0.01% | 203 |
|
|
2021
Q4 | $344K | Buy |
5,517
+441
| +9% | +$27.5K | 0.01% | 237 |
|
|
2021
Q3 | $300K | Buy |
5,076
+409
| +9% | +$24.2K | 0.01% | 229 |
|
|
2021
Q2 | $312K | Sell |
4,667
-1,550
| -25% | -$104K | 0.01% | 228 |
|
|
2021
Q1 | $392K | Sell |
6,217
-1,488
| -19% | -$93.8K | 0.01% | 202 |
|
|
2020
Q4 | $478K | Buy |
7,705
+2,873
| +59% | +$178K | 0.02% | 193 |
|
|
2020
Q3 | $291K | Sell |
4,832
-820
| -15% | -$49.4K | 0.01% | 198 |
|
|
2020
Q2 | $332K | Sell |
5,652
-57
| -1% | -$3.35K | 0.01% | 194 |
|
|
2020
Q1 | $318K | Sell |
5,709
-3,199
| -36% | -$178K | 0.02% | 179 |
|
|
2019
Q4 | $572K | Buy |
+8,908
| New | +$572K | 0.02% | 166 |
|
|
2019
Q3 | – | Sell |
-6,075
| Closed | -$276K | – | 258 |
|
|
2019
Q2 | $276K | Buy |
+6,075
| New | +$276K | 0.01% | 198 |
|
|
2018
Q2 | – | Sell |
-3,316
| Closed | -$210K | – | 179 |
|
|
2018
Q1 | $210K | Buy |
3,316
+16
| +0.5% | +$1.01K | 0.02% | 159 |
|
|
2017
Q4 | $202K | Buy |
+3,300
| New | +$202K | 0.02% | 173 |
|
|
2017
Q2 | – | Sell |
-2,128
| Closed | -$119K | – | 189 |
|
|
2017
Q1 | $119K | Buy |
+2,128
| New | +$119K | 0.01% | 174 |
|
|
2016
Q4 | – | Sell |
-3,836
| Closed | -$207K | – | 164 |
|
|
2016
Q3 | $207K | Sell |
3,836
-1,165
| -23% | -$62.9K | 0.02% | 123 |
|
|
2016
Q2 | $368K | Sell |
5,001
-900
| -15% | -$66.2K | 0.05% | 95 |
|
|
2016
Q1 | $377K | Sell |
5,901
-1,838
| -24% | -$117K | 0.04% | 98 |
|
|
2015
Q4 | $532K | Sell |
7,739
-1,352
| -15% | -$92.9K | 0.06% | 92 |
|
|
2015
Q3 | $538K | Buy |
9,091
+1,252
| +16% | +$74.1K | 0.07% | 83 |
|
|
2015
Q2 | $522K | Sell |
7,839
-2,063
| -21% | -$137K | 0.07% | 86 |
|
|
2015
Q1 | $639K | Buy |
9,902
+6,036
| +156% | +$390K | 0.09% | 69 |
|
|
2014
Q4 | $228K | Buy |
+3,866
| New | +$228K | 0.03% | 131 |
|
|
2014
Q3 | – | Sell |
-4,667
| Closed | -$226K | – | 127 |
|
|
2014
Q2 | $226K | Buy |
+4,667
| New | +$226K | 0.04% | 110 |
|
|
2013
Q3 | – | Sell |
-4,497
| Closed | -$201K | – | 126 |
|
|
2013
Q2 | $201K | Buy |
+4,497
| New | +$201K | 0.04% | 124 |
|