Evergreen Capital Management’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 | $1.84M | Sell |
39,839
-287
| -0.7% | -$13.3K | 0.06% | 275 |
|
|
2025
Q1 | $2.45M | Sell |
40,126
-987
| -2% | -$60.2K | 0.08% | 227 |
|
|
2024
Q4 | $2.33M | Buy |
41,113
+1,654
| +4% | +$93.6K | 0.08% | 236 |
|
|
2024
Q3 | $2.04M | Buy |
39,459
+4,378
| +12% | +$227K | 0.07% | 247 |
|
|
2024
Q2 | $1.46M | Sell |
35,081
-200,939
| -85% | -$8.35M | 0.05% | 269 |
|
|
2024
Q1 | $12.8M | Buy |
236,020
+16,217
| +7% | +$879K | 0.48% | 52 |
|
|
2023
Q4 | $11.3M | Buy |
219,803
+18,043
| +9% | +$926K | 0.46% | 59 |
|
|
2023
Q3 | $11.7M | Buy |
201,760
+7,207
| +4% | +$418K | 0.51% | 49 |
|
|
2023
Q2 | $12.4M | Buy |
194,553
+4,514
| +2% | +$289K | 0.52% | 42 |
|
|
2023
Q1 | $13.2M | Buy |
190,039
+4,281
| +2% | +$297K | 0.59% | 36 |
|
|
2022
Q4 | $13.4M | Buy |
185,758
+1,126
| +0.6% | +$81K | 0.63% | 34 |
|
|
2022
Q3 | $13.1M | Buy |
184,632
+1,373
| +0.7% | +$97.6K | 0.69% | 29 |
|
|
2022
Q2 | $14.2M | Sell |
183,259
-84,017
| -31% | -$6.51M | 0.74% | 31 |
|
|
2022
Q1 | $19.5M | Sell |
267,276
-39,087
| -13% | -$2.85M | 0.79% | 24 |
|
|
2021
Q4 | $19.1M | Buy |
306,363
+12,529
| +4% | +$781K | 0.76% | 25 |
|
|
2021
Q3 | $17.4M | Buy |
293,834
+43,442
| +17% | +$2.57M | 0.79% | 25 |
|
|
2021
Q2 | $16.7M | Buy |
250,392
+8,214
| +3% | +$549K | 0.8% | 24 |
|
|
2021
Q1 | $15.3M | Buy |
242,178
+107,834
| +80% | +$6.81M | 0.78% | 24 |
|
|
2020
Q4 | $8.33M | Buy |
134,344
+6,026
| +5% | +$374K | 0.49% | 54 |
|
|
2020
Q3 | $7.74M | Buy |
128,318
+1,561
| +1% | +$94.1K | 0.53% | 48 |
|
|
2020
Q2 | $7.45M | Buy |
126,757
+3,642
| +3% | +$214K | 0.56% | 45 |
|
|
2020
Q1 | $6.86M | Buy |
123,115
+60,714
| +97% | +$3.38M | 0.64% | 45 |
|
|
2019
Q4 | $4.01M | Buy |
62,401
+23,069
| +59% | +$1.48M | 0.33% | 73 |
|
|
2019
Q3 | $2M | Buy |
39,332
+57
| +0.1% | +$2.89K | 0.19% | 110 |
|
|
2019
Q2 | $1.78M | Buy |
39,275
+27,384
| +230% | +$1.24M | 0.17% | 118 |
|
|
2019
Q1 | $567K | Sell |
11,891
-1,161
| -9% | -$55.4K | 0.06% | 198 |
|
|
2018
Q4 | $678K | Buy |
13,052
+2,736
| +27% | +$142K | 0.07% | 182 |
|
|
2018
Q3 | $640K | Sell |
10,316
-390
| -4% | -$24.2K | 0.06% | 203 |
|
|
2018
Q2 | $592K | Sell |
10,706
-1,014
| -9% | -$56.1K | 0.06% | 203 |
|
|
2018
Q1 | $741K | Buy |
11,720
+2,605
| +29% | +$165K | 0.07% | 171 |
|
|
2017
Q4 | $558K | Sell |
9,115
-1,988
| -18% | -$122K | 0.06% | 172 |
|
|
2017
Q3 | $708K | Buy |
11,103
+5,570
| +101% | +$355K | 0.08% | 140 |
|
|
2017
Q2 | $308K | Hold |
5,533
| – | – | 0.05% | 117 |
|
|
2017
Q1 | $301K | Hold |
5,533
| – | – | 0.06% | 92 |
|
|
2016
Q4 | $323K | Hold |
5,533
| – | – | 0.06% | 101 |
|
|
2016
Q3 | $298K | Hold |
5,533
| – | – | 0.06% | 93 |
|
|
2016
Q2 | $407K | Hold |
5,533
| – | – | 0.09% | 82 |
|
|
2016
Q1 | $353K | Hold |
5,533
| – | – | 0.08% | 77 |
|
|
2015
Q4 | $381K | Hold |
5,533
| – | – | 0.09% | 79 |
|
|
2015
Q3 | $328K | Buy |
5,533
+100
| +2% | +$5.93K | 0.09% | 75 |
|
|
2015
Q2 | $362K | Sell |
5,433
-300
| -5% | -$20K | 0.09% | 76 |
|
|
2015
Q1 | $370K | Hold |
5,733
| – | – | 0.08% | 84 |
|
|
2014
Q4 | $293K | Sell |
5,733
-100
| -2% | -$5.11K | 0.06% | 85 |
|
|
2014
Q3 | $298K | Hold |
5,833
| – | – | 0.06% | 87 |
|
|
2014
Q2 | $283K | Hold |
5,833
| – | – | 0.06% | 88 |
|
|
2014
Q1 | $303K | Sell |
5,833
-181
| -3% | -$9.4K | 0.06% | 79 |
|
|
2013
Q4 | $320K | Buy |
6,014
+180
| +3% | +$9.58K | 0.06% | 89 |
|
|
2013
Q3 | $270K | Sell |
5,834
-311
| -5% | -$14.4K | 0.04% | 108 |
|
|
2013
Q2 | $275K | Buy |
+6,145
| New | +$275K | 0.04% | 110 |
|