Douglas Lane & Associates’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 | $72.4M | Sell |
1,564,395
-101,764
| -6% | -$4.71M | 1.05% | 30 |
|
|
2025
Q1 | $102M | Sell |
1,666,159
-48,110
| -3% | -$2.93M | 1.5% | 15 |
|
|
2024
Q4 | $97M | Sell |
1,714,269
-84,824
| -5% | -$4.8M | 1.37% | 17 |
|
|
2024
Q3 | $93.1M | Sell |
1,799,093
-13,085
| -0.7% | -$677K | 1.28% | 22 |
|
|
2024
Q2 | $75.3M | Buy |
1,812,178
+42,967
| +2% | +$1.78M | 1.07% | 28 |
|
|
2024
Q1 | $95.9M | Buy |
1,769,211
+45,030
| +3% | +$2.44M | 1.36% | 20 |
|
|
2023
Q4 | $88.5M | Sell |
1,724,181
-9,317
| -0.5% | -$478K | 1.36% | 20 |
|
|
2023
Q3 | $101M | Buy |
1,733,498
+26,861
| +2% | +$1.56M | 1.69% | 8 |
|
|
2023
Q2 | $109M | Sell |
1,706,637
-12,712
| -0.7% | -$813K | 1.76% | 9 |
|
|
2023
Q1 | $119M | Sell |
1,719,349
-19,295
| -1% | -$1.34M | 1.98% | 5 |
|
|
2022
Q4 | $125M | Sell |
1,738,644
-102,481
| -6% | -$7.37M | 2.09% | 4 |
|
|
2022
Q3 | $131M | Sell |
1,841,125
-38,795
| -2% | -$2.76M | 2.42% | 2 |
|
|
2022
Q2 | $145M | Sell |
1,879,920
-38,663
| -2% | -$2.98M | 2.46% | 2 |
|
|
2022
Q1 | $140M | Buy |
1,918,583
+18,197
| +1% | +$1.33M | 1.98% | 6 |
|
|
2021
Q4 | $118M | Buy |
1,900,386
+71,657
| +4% | +$4.47M | 1.58% | 14 |
|
|
2021
Q3 | $108M | Buy |
1,828,729
+21,593
| +1% | +$1.28M | 1.55% | 18 |
|
|
2021
Q2 | $121M | Buy |
1,807,136
+24,607
| +1% | +$1.64M | 1.69% | 14 |
|
|
2021
Q1 | $113M | Buy |
1,782,529
+13,763
| +0.8% | +$869K | 1.74% | 11 |
|
|
2020
Q4 | $110M | Sell |
1,768,766
-38,399
| -2% | -$2.38M | 1.84% | 12 |
|
|
2020
Q3 | $109M | Sell |
1,807,165
-33,696
| -2% | -$2.03M | 2.16% | 6 |
|
|
2020
Q2 | $108M | Sell |
1,840,861
-83,822
| -4% | -$4.93M | 2.32% | 5 |
|
|
2020
Q1 | $107M | Sell |
1,924,683
-132,218
| -6% | -$7.37M | 2.82% | 2 |
|
|
2019
Q4 | $132M | Buy |
2,056,901
+724,940
| +54% | +$46.5M | 2.46% | 3 |
|
|
2019
Q3 | $67.5M | Buy |
1,331,961
+25,458
| +2% | +$1.29M | 1.35% | 28 |
|
|
2019
Q2 | $59.3M | Buy |
1,306,503
+50,162
| +4% | +$2.27M | 1.15% | 35 |
|
|
2019
Q1 | $59.9M | Buy |
1,256,341
+4,717
| +0.4% | +$225K | 1.24% | 31 |
|
|
2018
Q4 | $65.1M | Buy |
1,251,624
+26,656
| +2% | +$1.39M | 1.53% | 19 |
|
|
2018
Q3 | $76M | Buy |
1,224,968
+36,722
| +3% | +$2.28M | 1.49% | 20 |
|
|
2018
Q2 | $65.8M | Buy |
1,188,246
+209,237
| +21% | +$11.6M | 1.39% | 24 |
|
|
2018
Q1 | $61.9M | Buy |
979,009
+53,419
| +6% | +$3.38M | 1.35% | 26 |
|
|
2017
Q4 | $56.7M | Buy |
925,590
+60,299
| +7% | +$3.7M | 1.2% | 32 |
|
|
2017
Q3 | $55.2M | Buy |
865,291
+154,208
| +22% | +$9.83M | 1.27% | 32 |
|
|
2017
Q2 | $39.6M | Buy |
711,083
+190,189
| +37% | +$10.6M | 0.93% | 46 |
|
|
2017
Q1 | $28.3M | Buy |
520,894
+136,007
| +35% | +$7.4M | 0.71% | 64 |
|
|
2016
Q4 | $22.5M | Buy |
384,887
+3,720
| +1% | +$217K | 0.57% | 65 |
|
|
2016
Q3 | $20.6M | Sell |
381,167
-19,750
| -5% | -$1.06M | 0.55% | 65 |
|
|
2016
Q2 | $29.5M | Sell |
400,917
-3,347
| -0.8% | -$246K | 0.85% | 51 |
|
|
2016
Q1 | $25.8M | Buy |
+404,264
| New | +$25.8M | 0.71% | 56 |
|