Eldridge Investment Advisors’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 |
-3,412
| Closed | -$208K | – | 156 |
|
|
2025
Q1 | $208K | Buy |
+3,412
| New | +$208K | 0.05% | 152 |
|
|
2023
Q4 | – | Sell |
-3,512
| Closed | -$204K | – | 143 |
|
|
2023
Q3 | $204K | Hold |
3,512
| – | – | 0.07% | 138 |
|
|
2023
Q2 | $225K | Hold |
3,512
| – | – | 0.07% | 132 |
|
|
2023
Q1 | $243K | Hold |
3,512
| – | – | 0.08% | 124 |
|
|
2022
Q4 | $253K | Buy |
3,512
+100
| +3% | +$7.2K | 0.09% | 117 |
|
|
2022
Q3 | $243K | Hold |
3,412
| – | – | 0.09% | 114 |
|
|
2022
Q2 | $263K | Hold |
3,412
| – | – | 0.1% | 111 |
|
|
2022
Q1 | $249K | Hold |
3,412
| – | – | 0.08% | 111 |
|
|
2021
Q4 | $213K | Hold |
3,412
| – | – | 0.07% | 119 |
|
|
2021
Q3 | $202K | Hold |
3,412
| – | – | 0.07% | 119 |
|
|
2021
Q2 | $226K | Hold |
3,412
| – | – | 0.08% | 106 |
|
|
2021
Q1 | $215K | Hold |
3,412
| – | – | 0.08% | 107 |
|
|
2020
Q4 | $212K | Hold |
3,412
| – | – | 0.09% | 103 |
|
|
2020
Q3 | $204K | Hold |
3,412
| – | – | 0.1% | 102 |
|
|
2020
Q2 | $201K | Buy |
+3,412
| New | +$201K | 0.1% | 101 |
|
|
2019
Q3 | – | Sell |
-4,600
| Closed | -$209K | – | 96 |
|
|
2019
Q2 | $209K | Hold |
4,600
| – | – | 0.11% | 82 |
|
|
2019
Q1 | $220K | Buy |
4,600
+600
| +15% | +$28.7K | 0.12% | 78 |
|
|
2018
Q4 | $208K | Buy |
+4,000
| New | +$208K | 0.13% | 78 |
|