DBIA
Dumont & Blake Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
8,629
-203
| -2% | -$9.4K | 0.1% | 150 |
|
|
2025
Q1 | $539K | Sell |
8,832
-8
| -0.1% | -$488 | 0.15% | 131 |
|
|
2024
Q4 | $500K | Sell |
8,840
-102
| -1% | -$5.77K | 0.13% | 135 |
|
|
2024
Q3 | $463K | Sell |
8,942
-1,222
| -12% | -$63.2K | 0.12% | 141 |
|
|
2024
Q2 | $422K | Buy |
10,164
+1,005
| +11% | +$41.7K | 0.06% | 182 |
|
|
2024
Q1 | $497K | Sell |
9,159
-451
| -5% | -$24.5K | 0.14% | 136 |
|
|
2023
Q4 | $493K | Sell |
9,610
-167
| -2% | -$8.57K | 0.15% | 131 |
|
|
2023
Q3 | $567K | Sell |
9,777
-14,352
| -59% | -$832K | 0.19% | 119 |
|
|
2023
Q2 | $1.54M | Sell |
24,129
-76
| -0.3% | -$4.86K | 0.5% | 53 |
|
|
2023
Q1 | $1.68M | Sell |
24,205
-118
| -0.5% | -$8.18K | 0.57% | 47 |
|
|
2022
Q4 | $1.75M | Sell |
24,323
-79
| -0.3% | -$5.68K | 0.62% | 45 |
|
|
2022
Q3 | $1.73M | Sell |
24,402
-247
| -1% | -$17.6K | 0.65% | 40 |
|
|
2022
Q2 | $1.9M | Sell |
24,649
-934
| -4% | -$71.9K | 0.62% | 45 |
|
|
2022
Q1 | $1.87M | Sell |
25,583
-368
| -1% | -$26.9K | 0.51% | 51 |
|
|
2021
Q4 | $1.62M | Sell |
25,951
-126
| -0.5% | -$7.86K | 0.42% | 63 |
|
|
2021
Q3 | $1.54M | Buy |
26,077
+70
| +0.3% | +$4.14K | 0.44% | 65 |
|
|
2021
Q2 | $1.74M | Buy |
26,007
+114
| +0.4% | +$7.61K | 0.49% | 59 |
|
|
2021
Q1 | $1.64M | Buy |
25,893
+178
| +0.7% | +$11.2K | 0.5% | 59 |
|
|
2020
Q4 | $1.6M | Sell |
25,715
-100
| -0.4% | -$6.2K | 0.55% | 48 |
|
|
2020
Q3 | $1.56M | Sell |
25,815
-67
| -0.3% | -$4.04K | 0.59% | 48 |
|
|
2020
Q2 | $1.52M | Sell |
25,882
-459
| -2% | -$27K | 0.64% | 45 |
|
|
2020
Q1 | $1.47M | Buy |
26,341
+333
| +1% | +$18.6K | 0.75% | 40 |
|
|
2019
Q4 | $1.67M | Buy |
26,008
+483
| +2% | +$31K | 0.66% | 43 |
|
|
2019
Q3 | $1.29M | Sell |
25,525
-141
| -0.5% | -$7.15K | 0.54% | 51 |
|
|
2019
Q2 | $1.16M | Buy |
25,666
+2,886
| +13% | +$131K | 0.48% | 60 |
|
|
2019
Q1 | $1.09M | Buy |
22,780
+1,051
| +5% | +$50.2K | 0.46% | 64 |
|
|
2018
Q4 | $1.13M | Sell |
21,729
-2,136
| -9% | -$111K | 0.53% | 56 |
|
|
2018
Q3 | $1.48M | Buy |
23,865
+705
| +3% | +$43.8K | 0.58% | 48 |
|
|
2018
Q2 | $1.28M | Buy |
23,160
+250
| +1% | +$13.8K | 0.54% | 57 |
|
|
2018
Q1 | $1.45M | Buy |
22,910
+1,580
| +7% | +$99.9K | 0.62% | 43 |
|
|
2017
Q4 | $1.31M | Sell |
21,330
-1,644
| -7% | -$101K | 0.53% | 63 |
|
|
2017
Q3 | $1.47M | Sell |
22,974
-276
| -1% | -$17.6K | 0.63% | 46 |
|
|
2017
Q2 | $1.3M | Sell |
23,250
-120
| -0.5% | -$6.69K | 0.57% | 51 |
|
|
2017
Q1 | $1.27M | Buy |
23,370
+8,000
| +52% | +$435K | 0.57% | 54 |
|
|
2016
Q4 | $899K | Buy |
15,370
+25
| +0.2% | +$1.46K | 0.42% | 84 |
|
|
2016
Q3 | $828K | Buy |
15,345
+5,235
| +52% | +$282K | 0.41% | 90 |
|
|
2016
Q2 | $744K | Sell |
10,110
-150
| -1% | -$11K | 0.37% | 94 |
|
|
2016
Q1 | $655K | Sell |
10,260
-50
| -0.5% | -$3.19K | 0.34% | 99 |
|
|
2015
Q4 | $710K | Buy |
10,310
+3,310
| +47% | +$228K | 0.36% | 96 |
|
|
2015
Q3 | $414K | Sell |
7,000
-3,310
| -32% | -$196K | 0.22% | 120 |
|
|
2015
Q2 | $686K | Hold |
10,310
| – | – | 0.34% | 106 |
|
|
2015
Q1 | $664K | Buy |
10,310
+3,310
| +47% | +$213K | 0.32% | 108 |
|
|
2014
Q4 | $413K | Hold |
7,000
| – | – | 0.2% | 120 |
|
|
2014
Q3 | $358K | Sell |
7,000
-7,430
| -51% | -$380K | 0.18% | 125 |
|
|
2014
Q2 | $700K | Hold |
14,430
| – | – | 0.35% | 105 |
|
|
2014
Q1 | $750K | Buy |
14,430
+100
| +0.7% | +$5.2K | 0.39% | 100 |
|
|
2013
Q4 | $762K | Buy |
14,330
+1,890
| +15% | +$101K | 0.39% | 102 |
|
|
2013
Q3 | $576K | Hold |
12,440
| – | – | 0.27% | 118 |
|
|
2013
Q2 | $556K | Buy |
+12,440
| New | +$556K | 0.33% | 98 |
|