Everett Harris & Co’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $468K | Sell |
7,723
-3,090
| -29% | -$180K | 0.01% | 227 |
|
|
2025
Q4 | $583K | Sell |
10,813
-3,000
| -22% | -$144K | 0.01% | 216 |
|
|
2025
Q3 | $623K | Hold |
13,813
| – | – | 0.01% | 208 |
|
|
2025
Q2 | $639K | Buy |
13,813
+1,143
| +9% | +$56.1K | 0.01% | 200 |
|
|
2025
Q1 | $773K | Sell |
12,670
-131
| -1% | -$7.64K | 0.01% | 173 |
|
|
2024
Q4 | $724K | Buy |
12,801
+31
| +0.2% | +$1.73K | 0.01% | 166 |
|
|
2024
Q3 | $661K | Hold |
12,770
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $530K | Hold |
12,770
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $693K | Sell |
12,770
-445
| -3% | -$22.7K | 0.01% | 163 |
|
|
2023
Q4 | $678K | Sell |
13,215
-3,367
| -20% | -$177K | 0.01% | 152 |
|
|
2023
Q3 | $962K | Sell |
16,582
-324
| -2% | -$19.9K | 0.02% | 135 |
|
|
2023
Q2 | $1.08M | Sell |
16,906
-513
| -3% | -$34.4K | 0.02% | 130 |
|
|
2023
Q1 | $1.21M | Hold |
17,419
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $1.25M | Hold |
17,419
| – | – | 0.02% | 123 |
|
|
2022
Q3 | $1.24M | Hold |
17,419
| – | – | 0.02% | 111 |
|
|
2022
Q2 | $1.34M | Buy |
17,419
+854
| +5% | +$65K | 0.02% | 110 |
|
|
2022
Q1 | $1.21M | Buy |
16,565
+395
| +2% | +$26.5K | 0.02% | 133 |
|
|
2021
Q4 | $1.01M | Sell |
16,170
-450
| -3% | -$26.4K | 0.01% | 143 |
|
|
2021
Q3 | $983K | Buy |
16,620
+450
| +3% | +$29.6K | 0.02% | 136 |
|
|
2021
Q2 | $1.08M | Hold |
16,170
| – | – | 0.02% | 138 |
|
|
2021
Q1 | $1.02M | Hold |
16,170
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $1M | Sell |
16,170
-300
| -2% | -$18.4K | 0.02% | 133 |
|
|
2020
Q3 | $993K | Hold |
16,470
| – | – | 0.02% | 125 |
|
|
2020
Q2 | $968K | Buy |
16,470
+200
| +1% | +$12K | 0.02% | 120 |
|
|
2020
Q1 | $907K | Buy |
16,270
+2,900
| +22% | +$177K | 0.02% | 123 |
|
|
2019
Q4 | $858K | Buy |
+13,370
| New | +$766K | 0.02% | 141 |
|
|
2019
Q3 | – | Sell |
-8,450
| Closed | -$383K | – | 252 |
|
|
2019
Q2 | $383K | Sell |
8,450
-948
| -10% | -$44.2K | 0.01% | 193 |
|
|
2019
Q1 | $448K | Hold |
9,398
| – | – | 0.01% | 181 |
|
|
2018
Q4 | $489K | Hold |
9,398
| – | – | 0.01% | 165 |
|
|
2018
Q3 | $583K | Sell |
9,398
-600
| -6% | -$35.6K | 0.01% | 165 |
|
|
2018
Q2 | $553K | Buy |
9,998
+600
| +6% | +$32.4K | 0.02% | 155 |
|
|
2018
Q1 | $594K | Hold |
9,398
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $576K | Hold |
9,398
| – | – | 0.02% | 157 |
|
|
2017
Q3 | $599K | Hold |
9,398
| – | – | 0.02% | 155 |
|
|
2017
Q2 | $524K | Buy |
9,398
+70
| +0.8% | +$3.81K | 0.02% | 166 |
|
|
2017
Q1 | $507K | Buy |
9,328
+800
| +9% | +$43.9K | 0.02% | 165 |
|
|
2016
Q4 | $498K | Hold |
8,528
| – | – | 0.02% | 163 |
|
|
2016
Q3 | $460K | Hold |
8,528
| – | – | 0.02% | 167 |
|
|
2016
Q2 | $627K | Hold |
8,528
| – | – | 0.02% | 155 |
|
|
2016
Q1 | $545K | Hold |
8,528
| – | – | 0.02% | 171 |
|
|
2015
Q4 | $587K | Hold |
8,528
| – | – | 0.02% | 162 |
|
|
2015
Q3 | $505K | Hold |
8,528
| – | – | 0.02% | 172 |
|
|
2015
Q2 | $567K | Hold |
8,528
| – | – | 0.02% | 164 |
|
|
2015
Q1 | $550K | Hold |
8,528
| – | – | 0.02% | 159 |
|
|
2014
Q4 | $503K | Hold |
8,528
| – | – | 0.02% | 162 |
|
|
2014
Q3 | $436K | Hold |
8,528
| – | – | 0.02% | 169 |
|
|
2014
Q2 | $414K | Buy |
8,528
+300
| +4% | +$14.8K | 0.02% | 170 |
|
|
2014
Q1 | $427K | Hold |
8,228
| – | – | 0.02% | 164 |
|
|
2013
Q4 | $437K | Hold |
8,228
| – | – | 0.02% | 157 |
|
|
2013
Q3 | $381K | Sell |
8,228
-500
| -6% | -$21.9K | 0.02% | 153 |
|
|
2013
Q2 | $390K | Buy |
+8,728
| New | +$379K | 0.02% | 153 |
|
Other funds holding BMY
VCM
VPM
