Diligent Investors’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 | – | Sell |
-9,898
| Closed | -$604K | – | 339 |
|
|
2025
Q1 | $604K | Sell |
9,898
-1,000
| -9% | -$61K | 0.15% | 171 |
|
|
2024
Q4 | $616K | Hold |
10,898
| – | – | 0.14% | 176 |
|
|
2024
Q3 | $564K | Buy |
10,898
+400
| +4% | +$20.7K | 0.13% | 185 |
|
|
2024
Q2 | $436K | Sell |
10,498
-140
| -1% | -$5.81K | 0.11% | 206 |
|
|
2024
Q1 | $577K | Sell |
10,638
-250
| -2% | -$13.6K | 0.14% | 173 |
|
|
2023
Q4 | $559K | Sell |
10,888
-232
| -2% | -$11.9K | 0.15% | 160 |
|
|
2023
Q3 | $645K | Sell |
11,120
-127
| -1% | -$7.37K | 0.2% | 132 |
|
|
2023
Q2 | $719K | Hold |
11,247
| – | – | 0.21% | 121 |
|
|
2023
Q1 | $780K | Buy |
11,247
+349
| +3% | +$24.2K | 0.24% | 108 |
|
|
2022
Q4 | $784K | Sell |
10,898
-200
| -2% | -$14.4K | 0.26% | 98 |
|
|
2022
Q3 | $789K | Sell |
11,098
-316
| -3% | -$22.5K | 0.28% | 86 |
|
|
2022
Q2 | $879K | Sell |
11,414
-145
| -1% | -$11.2K | 0.3% | 79 |
|
|
2022
Q1 | $844K | Sell |
11,559
-394
| -3% | -$28.8K | 0.24% | 95 |
|
|
2021
Q4 | $745K | Sell |
11,953
-246
| -2% | -$15.3K | 0.21% | 110 |
|
|
2021
Q3 | $815K | Hold |
12,199
| – | – | 0.28% | 90 |
|
|
2021
Q2 | $815K | Sell |
12,199
-195
| -2% | -$13K | 0.28% | 90 |
|
|
2021
Q1 | $782K | Buy |
12,394
+44
| +0.4% | +$2.78K | 0.29% | 92 |
|
|
2020
Q4 | $766K | Buy |
12,350
+302
| +3% | +$18.7K | 0.31% | 80 |
|
|
2020
Q3 | $726K | Sell |
12,048
-558
| -4% | -$33.6K | 0.33% | 74 |
|
|
2020
Q2 | $741K | Buy |
12,606
+492
| +4% | +$28.9K | 0.36% | 68 |
|
|
2020
Q1 | $675K | Sell |
12,114
-449
| -4% | -$25K | 0.4% | 61 |
|
|
2019
Q4 | $806K | Sell |
12,563
-269
| -2% | -$17.3K | 0.36% | 67 |
|
|
2019
Q3 | $651K | Sell |
12,832
-505
| -4% | -$25.6K | 0.32% | 92 |
|
|
2019
Q2 | $605K | Sell |
13,337
-528
| -4% | -$24K | 0.3% | 92 |
|
|
2019
Q1 | $661K | Sell |
13,865
-224
| -2% | -$10.7K | 0.38% | 79 |
|
|
2018
Q4 | $732K | Sell |
14,089
-30
| -0.2% | -$1.56K | 0.48% | 65 |
|
|
2018
Q3 | $877K | Sell |
14,119
-821
| -5% | -$51K | 0.48% | 62 |
|
|
2018
Q2 | $827K | Sell |
14,940
-318
| -2% | -$17.6K | 0.5% | 57 |
|
|
2018
Q1 | $965K | Sell |
15,258
-297
| -2% | -$18.8K | 0.58% | 53 |
|
|
2017
Q4 | $953K | Buy |
15,555
+3
| +0% | +$184 | 0.61% | 51 |
|
|
2017
Q3 | $991K | Sell |
15,552
-1,448
| -9% | -$92.3K | 0.72% | 39 |
|
|
2017
Q2 | $947K | Buy |
17,000
+4
| +0% | +$223 | 0.67% | 43 |
|
|
2017
Q1 | $925K | Buy |
16,996
+1,802
| +12% | +$98.1K | 0.71% | 39 |
|
|
2016
Q4 | $888K | Sell |
15,194
-597
| -4% | -$34.9K | 0.7% | 41 |
|
|
2016
Q3 | $854K | Buy |
15,791
+600
| +4% | +$32.4K | 0.69% | 41 |
|
|
2016
Q2 | $1.12M | Buy |
15,191
+117
| +0.8% | +$8.6K | 1.06% | 26 |
|
|
2016
Q1 | $963K | Sell |
15,074
-100
| -0.7% | -$6.39K | 1.05% | 28 |
|
|
2015
Q4 | $1.04M | Sell |
15,174
-2,020
| -12% | -$139K | 1.18% | 26 |
|
|
2015
Q3 | $1.12M | Sell |
17,194
-953
| -5% | -$61.8K | 1.2% | 24 |
|
|
2015
Q2 | $1.27M | Sell |
18,147
-50
| -0.3% | -$3.49K | 1.32% | 21 |
|
|
2015
Q1 | $1.17M | Sell |
18,197
-2,858
| -14% | -$184K | 1.2% | 24 |
|
|
2014
Q4 | $1.25M | Buy |
+21,055
| New | +$1.25M | 1.27% | 22 |
|