EFS
Essex Financial Services’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
52,298
-1,078
| -2% | -$49.9K | 0.16% | 137 |
|
|
2025
Q1 | $3.26M | Buy |
53,376
+2,991
| +6% | +$182K | 0.23% | 92 |
|
|
2024
Q4 | $2.85M | Sell |
50,385
-1,689
| -3% | -$95.5K | 0.2% | 108 |
|
|
2024
Q3 | $2.75M | Sell |
52,074
-9,137
| -15% | -$482K | 0.2% | 102 |
|
|
2024
Q2 | $2.87M | Buy |
61,211
+29,599
| +94% | +$1.39M | 0.21% | 98 |
|
|
2024
Q1 | $1.71M | Sell |
31,612
-2,082
| -6% | -$113K | 0.16% | 133 |
|
|
2023
Q4 | $1.73M | Sell |
33,694
-5,036
| -13% | -$258K | 0.18% | 121 |
|
|
2023
Q3 | $2.25M | Sell |
38,730
-1,563
| -4% | -$90.7K | 0.26% | 84 |
|
|
2023
Q2 | $2.58M | Sell |
40,293
-3,452
| -8% | -$221K | 0.29% | 73 |
|
|
2023
Q1 | $3.03M | Buy |
43,745
+740
| +2% | +$51.3K | 0.32% | 78 |
|
|
2022
Q4 | $3.09M | Buy |
43,005
+1,907
| +5% | +$137K | 0.33% | 76 |
|
|
2022
Q3 | $2.92M | Buy |
41,098
+51
| +0.1% | +$3.63K | 0.35% | 69 |
|
|
2022
Q2 | $3.16M | Buy |
41,047
+2,074
| +5% | +$160K | 0.35% | 71 |
|
|
2022
Q1 | $2.85M | Buy |
38,973
+2,167
| +6% | +$158K | 0.27% | 91 |
|
|
2021
Q4 | $2.3M | Sell |
36,806
-2,150
| -6% | -$134K | 0.23% | 92 |
|
|
2021
Q3 | $2.31M | Buy |
38,956
+4,634
| +14% | +$274K | 0.26% | 92 |
|
|
2021
Q2 | $2.17M | Hold |
34,322
| – | – | 0.31% | 74 |
|
|
2021
Q1 | $2.17M | Sell |
34,322
-476
| -1% | -$30.1K | 0.39% | 65 |
|
|
2020
Q4 | $2.16M | Buy |
34,798
+797
| +2% | +$49.5K | 0.43% | 61 |
|
|
2020
Q3 | $2.05M | Buy |
34,001
+4,458
| +15% | +$269K | 0.5% | 51 |
|
|
2020
Q2 | $1.74M | Sell |
29,543
-5,881
| -17% | -$346K | 0.54% | 49 |
|
|
2020
Q1 | $1.98M | Sell |
35,424
-5,342
| -13% | -$298K | 0.7% | 38 |
|
|
2019
Q4 | $2.62M | Buy |
40,766
+15,127
| +59% | +$971K | 0.72% | 38 |
|
|
2019
Q3 | $1.3M | Sell |
25,639
-4,379
| -15% | -$222K | 0.42% | 67 |
|
|
2019
Q2 | $1.36M | Sell |
30,018
-2,479
| -8% | -$112K | 0.4% | 67 |
|
|
2019
Q1 | $1.55M | Sell |
32,497
-626
| -2% | -$29.9K | 0.47% | 57 |
|
|
2018
Q4 | $1.72M | Sell |
33,123
-6,463
| -16% | -$336K | 0.53% | 53 |
|
|
2018
Q3 | $2.46M | Sell |
39,586
-14,201
| -26% | -$882K | 0.54% | 50 |
|
|
2018
Q2 | $2.98M | Sell |
53,787
-13,392
| -20% | -$741K | 0.72% | 39 |
|
|
2018
Q1 | $4.25M | Sell |
67,179
-11,641
| -15% | -$736K | 0.83% | 30 |
|
|
2017
Q4 | $4.83M | Sell |
78,820
-2,134
| -3% | -$131K | 1.15% | 23 |
|
|
2017
Q3 | $5.16M | Buy |
80,954
+615
| +0.8% | +$39.2K | 1.27% | 20 |
|
|
2017
Q2 | $4.48M | Buy |
80,339
+21,118
| +36% | +$1.18M | 0.94% | 26 |
|
|
2017
Q1 | $3.22M | Sell |
59,221
-13,081
| -18% | -$711K | 0.74% | 35 |
|
|
2016
Q4 | $4.23M | Buy |
72,302
+19,529
| +37% | +$1.14M | 0.91% | 27 |
|
|
2016
Q3 | $2.84M | Buy |
52,773
+13,561
| +35% | +$729K | 0.68% | 41 |
|
|
2016
Q2 | $2.88M | Buy |
39,212
+4,979
| +15% | +$366K | 0.7% | 37 |
|
|
2016
Q1 | $2.19M | Sell |
34,233
-970
| -3% | -$62K | 0.54% | 46 |
|
|
2015
Q4 | $2.42M | Buy |
35,203
+1,175
| +3% | +$80.8K | 0.58% | 47 |
|
|
2015
Q3 | $2.01M | Buy |
34,028
+621
| +2% | +$36.8K | 0.52% | 49 |
|
|
2015
Q2 | $2.22M | Sell |
33,407
-1,306
| -4% | -$86.9K | 0.57% | 47 |
|
|
2015
Q1 | $2.24M | Sell |
34,713
-602
| -2% | -$38.8K | 0.58% | 48 |
|
|
2014
Q4 | $2.09M | Buy |
35,315
+2,399
| +7% | +$142K | 0.54% | 46 |
|
|
2014
Q3 | $1.69M | Sell |
32,916
-2,467
| -7% | -$126K | 0.5% | 50 |
|
|
2014
Q2 | $1.72M | Buy |
35,383
+1,791
| +5% | +$86.9K | 0.51% | 48 |
|
|
2014
Q1 | $1.75M | Sell |
33,592
-410
| -1% | -$21.3K | 0.57% | 39 |
|
|
2013
Q4 | $1.81M | Buy |
34,002
+6,946
| +26% | +$369K | 0.61% | 38 |
|
|
2013
Q3 | $1.25K | Buy |
27,056
+94
| +0.3% | +$4 | 0.39% | 48 |
|
|
2013
Q2 | $1.21M | Buy |
+26,962
| New | +$1.21M | 0.42% | 51 |
|