Evermay Wealth 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 | $330K | Buy |
7,128
+2,308
| +48% | +$107K | 0.04% | 159 |
|
|
2025
Q1 | $294K | Sell |
4,820
-560
| -10% | -$34.2K | 0.04% | 163 |
|
|
2024
Q4 | $304K | Sell |
5,380
-120
| -2% | -$6.79K | 0.05% | 160 |
|
|
2024
Q3 | $285K | Sell |
5,500
-3,024
| -35% | -$156K | 0.05% | 162 |
|
|
2024
Q2 | $354K | Sell |
8,524
-823
| -9% | -$34.2K | 0.06% | 154 |
|
|
2024
Q1 | $507K | Sell |
9,347
-1,677
| -15% | -$90.9K | 0.08% | 125 |
|
|
2023
Q4 | $566K | Sell |
11,024
-2,247
| -17% | -$115K | 0.1% | 101 |
|
|
2023
Q3 | $770K | Sell |
13,271
-420
| -3% | -$24.4K | 0.16% | 69 |
|
|
2023
Q2 | $876K | Sell |
13,691
-255
| -2% | -$16.3K | 0.17% | 64 |
|
|
2023
Q1 | $967K | Sell |
13,946
-172
| -1% | -$11.9K | 0.2% | 58 |
|
|
2022
Q4 | $1.02M | Sell |
14,118
-1,000
| -7% | -$72K | 0.21% | 54 |
|
|
2022
Q3 | $1.08M | Buy |
15,118
+170
| +1% | +$12.1K | 0.21% | 50 |
|
|
2022
Q2 | $1.16M | Buy |
14,948
+566
| +4% | +$43.8K | 0.22% | 48 |
|
|
2022
Q1 | $1.05M | Buy |
14,382
+73
| +0.5% | +$5.33K | 0.18% | 60 |
|
|
2021
Q4 | $892K | Sell |
14,309
-81
| -0.6% | -$5.05K | 0.16% | 51 |
|
|
2021
Q3 | $851K | Sell |
14,390
-17
| -0.1% | -$1.01K | 0.16% | 50 |
|
|
2021
Q2 | $963K | Sell |
14,407
-225
| -2% | -$15K | 0.18% | 54 |
|
|
2021
Q1 | $924K | Buy |
14,632
+130
| +0.9% | +$8.21K | 0.18% | 52 |
|
|
2020
Q4 | $900K | Sell |
14,502
-1,225
| -8% | -$76K | 0.2% | 53 |
|
|
2020
Q3 | $948K | Sell |
15,727
-970
| -6% | -$58.5K | 0.23% | 43 |
|
|
2020
Q2 | $982K | Buy |
16,697
+1,940
| +13% | +$114K | 0.26% | 40 |
|
|
2020
Q1 | $823K | Sell |
14,757
-645
| -4% | -$36K | 0.25% | 45 |
|
|
2019
Q4 | $989K | Buy |
15,402
+3,190
| +26% | +$205K | 0.24% | 45 |
|
|
2019
Q3 | $619K | Buy |
12,212
+2,950
| +32% | +$150K | 0.17% | 62 |
|
|
2019
Q2 | $420K | Buy |
9,262
+859
| +10% | +$39K | 0.12% | 88 |
|
|
2019
Q1 | $401K | Buy |
8,403
+541
| +7% | +$25.8K | 0.11% | 88 |
|
|
2018
Q4 | $409K | Buy |
7,862
+1,638
| +26% | +$85.2K | 0.13% | 78 |
|
|
2018
Q3 | $386K | Buy |
6,224
+384
| +7% | +$23.8K | 0.12% | 92 |
|
|
2018
Q2 | $323K | Sell |
5,840
-50
| -0.8% | -$2.77K | 0.11% | 101 |
|
|
2018
Q1 | $373K | Buy |
5,890
+2,101
| +55% | +$133K | 0.13% | 90 |
|
|
2017
Q4 | $232K | Buy |
+3,789
| New | +$232K | 0.09% | 124 |
|