Family 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 | $3.04M | Buy |
65,600
+2,900
| +5% | +$134K | 0.45% | 59 |
|
|
2025
Q1 | $3.82M | Buy |
62,700
+2,870
| +5% | +$175K | 0.63% | 40 |
|
|
2024
Q4 | $3.29M | Buy |
+59,830
| New | +$3.29M | 0.53% | 46 |
|
|
2022
Q2 | – | Sell |
-51,973
| Closed | -$3.8M | – | 176 |
|
|
2022
Q1 | $3.8M | Sell |
51,973
-3,481
| -6% | -$254K | 1.05% | 31 |
|
|
2021
Q4 | $3.46M | Buy |
55,454
+895
| +2% | +$55.8K | 0.9% | 38 |
|
|
2021
Q3 | $3.23M | Sell |
54,559
-585
| -1% | -$34.6K | 0.89% | 40 |
|
|
2021
Q2 | $3.69M | Buy |
55,144
+5,531
| +11% | +$370K | 0.98% | 31 |
|
|
2021
Q1 | $3.13M | Buy |
49,613
+1,382
| +3% | +$87.2K | 0.98% | 33 |
|
|
2020
Q4 | $2.99M | Buy |
+48,231
| New | +$2.99M | 1.03% | 37 |
|
|
2020
Q3 | – | Sell |
-10,442
| Closed | -$614K | – | 128 |
|
|
2020
Q2 | $614K | Sell |
10,442
-468
| -4% | -$27.5K | 0.25% | 77 |
|
|
2020
Q1 | $608K | Sell |
10,910
-5,000
| -31% | -$279K | 0.3% | 67 |
|
|
2019
Q4 | $1.02M | Sell |
15,910
-1,236
| -7% | -$79.3K | 0.35% | 64 |
|
|
2019
Q3 | $869K | Buy |
17,146
+600
| +4% | +$30.4K | 0.32% | 61 |
|
|
2019
Q2 | $750K | Sell |
16,546
-850
| -5% | -$38.5K | 0.29% | 67 |
|
|
2019
Q1 | $830K | Sell |
17,396
-1,600
| -8% | -$76.3K | 0.36% | 60 |
|
|
2018
Q4 | $987K | Hold |
18,996
| – | – | 0.41% | 59 |
|
|
2018
Q3 | $1.18M | Sell |
18,996
-809
| -4% | -$50.2K | 0.69% | 35 |
|
|
2018
Q2 | $1.1M | Buy |
19,805
+1,600
| +9% | +$88.5K | 0.68% | 36 |
|
|
2018
Q1 | $1.15M | Sell |
18,205
-750
| -4% | -$47.4K | 0.87% | 31 |
|
|
2017
Q4 | $1.16M | Sell |
18,955
-350
| -2% | -$21.5K | 0.81% | 32 |
|
|
2017
Q3 | $1.23M | Sell |
19,305
-1,850
| -9% | -$118K | 0.84% | 30 |
|
|
2017
Q2 | $1.18M | Buy |
21,155
+10,700
| +102% | +$596K | 0.81% | 29 |
|
|
2017
Q1 | $569K | Hold |
10,455
| – | – | 0.39% | 35 |
|
|
2016
Q4 | $611K | Sell |
10,455
-67,569
| -87% | -$3.95M | 0.42% | 38 |
|
|
2016
Q3 | $4.21M | Sell |
78,024
-18,371
| -19% | -$991K | 2.38% | 19 |
|
|
2016
Q2 | $7.09M | Sell |
96,395
-4,075
| -4% | -$300K | 4.01% | 5 |
|
|
2016
Q1 | $6.42M | Sell |
100,470
-4,762
| -5% | -$304K | 4.16% | 7 |
|
|
2015
Q4 | $7.24M | Sell |
105,232
-14,125
| -12% | -$972K | 3.74% | 5 |
|
|
2015
Q3 | $7.07M | Sell |
119,357
-400
| -0.3% | -$23.7K | 3.12% | 7 |
|
|
2015
Q2 | $7.97M | Buy |
119,757
+10,531
| +10% | +$701K | 3.29% | 4 |
|
|
2015
Q1 | $7.05M | Sell |
109,226
-5,375
| -5% | -$347K | 3.25% | 4 |
|
|
2014
Q4 | $6.77M | Buy |
114,601
+13,385
| +13% | +$790K | 3.07% | 6 |
|
|
2014
Q3 | $5.18M | Buy |
101,216
+92,221
| +1,025% | +$4.72M | 2.36% | 17 |
|
|
2014
Q2 | $436K | Hold |
8,995
| – | – | 0.21% | 55 |
|
|
2014
Q1 | $467K | Hold |
8,995
| – | – | 0.24% | 50 |
|
|
2013
Q4 | $478K | Sell |
8,995
-80,000
| -90% | -$4.25M | 0.27% | 48 |
|
|
2013
Q3 | $4.12M | Sell |
88,995
-15,875
| -15% | -$735K | 2.66% | 17 |
|
|
2013
Q2 | $4.69M | Buy |
+104,870
| New | +$4.69M | 2.85% | 15 |
|