Fiduciary Group’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 | $882K | Sell |
19,063
-1,309
| -6% | -$60.6K | 0.08% | 166 |
|
|
2025
Q1 | $1.24M | Sell |
20,372
-500
| -2% | -$30.5K | 0.12% | 136 |
|
|
2024
Q4 | $1.18M | Sell |
20,872
-2,873
| -12% | -$162K | 0.12% | 135 |
|
|
2024
Q3 | $1.23M | Sell |
23,745
-1,481
| -6% | -$76.6K | 0.12% | 131 |
|
|
2024
Q2 | $1.05M | Sell |
25,226
-2,797
| -10% | -$116K | 0.11% | 137 |
|
|
2024
Q1 | $1.52M | Sell |
28,023
-283
| -1% | -$15.3K | 0.17% | 107 |
|
|
2023
Q4 | $1.45M | Sell |
28,306
-1,131
| -4% | -$58K | 0.17% | 103 |
|
|
2023
Q3 | $1.71M | Sell |
29,437
-323
| -1% | -$18.7K | 0.22% | 91 |
|
|
2023
Q2 | $1.9M | Buy |
29,760
+88
| +0.3% | +$5.63K | 0.23% | 86 |
|
|
2023
Q1 | $2.06M | Sell |
29,672
-177
| -0.6% | -$12.3K | 0.27% | 84 |
|
|
2022
Q4 | $2.15M | Sell |
29,849
-856
| -3% | -$61.6K | 0.29% | 80 |
|
|
2022
Q3 | $2.44M | Buy |
30,705
+520
| +2% | +$41.3K | 0.32% | 74 |
|
|
2022
Q2 | $2.25M | Buy |
30,185
+3,113
| +11% | +$232K | 0.28% | 77 |
|
|
2022
Q1 | $2.06M | Buy |
27,072
+83
| +0.3% | +$6.32K | 0.27% | 78 |
|
|
2021
Q4 | $1.68M | Hold |
26,989
| – | – | 0.19% | 93 |
|
|
2021
Q3 | $1.57M | Sell |
26,989
-525
| -2% | -$30.6K | 0.18% | 92 |
|
|
2021
Q2 | $1.88M | Sell |
27,514
-225
| -0.8% | -$15.4K | 0.22% | 81 |
|
|
2021
Q1 | $1.73M | Sell |
27,739
-300
| -1% | -$18.7K | 0.21% | 82 |
|
|
2020
Q4 | $1.68M | Sell |
28,039
-127
| -0.5% | -$7.62K | 0.22% | 81 |
|
|
2020
Q3 | $1.7M | Hold |
28,166
| – | – | 0.26% | 79 |
|
|
2020
Q2 | $1.66M | Sell |
28,166
-545
| -2% | -$32K | 0.28% | 73 |
|
|
2020
Q1 | $1.6M | Sell |
28,711
-660
| -2% | -$36.8K | 0.31% | 64 |
|
|
2019
Q4 | $1.89M | Buy |
29,371
+330
| +1% | +$21.2K | 0.3% | 66 |
|
|
2019
Q3 | $1.47M | Sell |
29,041
-521
| -2% | -$26.4K | 0.26% | 75 |
|
|
2019
Q2 | $1.34M | Sell |
29,562
-367
| -1% | -$16.6K | 0.24% | 78 |
|
|
2019
Q1 | $1.43M | Sell |
29,929
-800
| -3% | -$38.2K | 0.27% | 77 |
|
|
2018
Q4 | $1.6M | Sell |
30,729
-2,240
| -7% | -$116K | 0.33% | 63 |
|
|
2018
Q3 | $2.05M | Buy |
32,969
+4,150
| +14% | +$258K | 0.4% | 58 |
|
|
2018
Q2 | $1.6M | Sell |
28,819
-2,350
| -8% | -$130K | 0.34% | 68 |
|
|
2018
Q1 | $1.97M | Sell |
31,169
-1,510
| -5% | -$95.5K | 0.43% | 60 |
|
|
2017
Q4 | $2M | Sell |
32,679
-605
| -2% | -$37.1K | 0.43% | 60 |
|
|
2017
Q3 | $2.12M | Sell |
33,284
-836
| -2% | -$53.3K | 0.48% | 59 |
|
|
2017
Q2 | $1.9M | Sell |
34,120
-874
| -2% | -$48.7K | 0.44% | 63 |
|
|
2017
Q1 | $1.9M | Sell |
34,994
-1,085
| -3% | -$59K | 0.45% | 63 |
|
|
2016
Q4 | $2.11M | Sell |
36,079
-2,281
| -6% | -$133K | 0.55% | 58 |
|
|
2016
Q3 | $2.07M | Sell |
38,360
-3,539
| -8% | -$191K | 0.56% | 58 |
|
|
2016
Q2 | $3.08M | Sell |
41,899
-1,485
| -3% | -$109K | 0.86% | 41 |
|
|
2016
Q1 | $2.77M | Sell |
43,384
-1,656
| -4% | -$106K | 0.8% | 46 |
|
|
2015
Q4 | $3.1M | Sell |
45,040
-1,867
| -4% | -$128K | 0.92% | 39 |
|
|
2015
Q3 | $2.78M | Sell |
46,907
-280
| -0.6% | -$16.6K | 0.92% | 39 |
|
|
2015
Q2 | $3.14M | Buy |
+47,187
| New | +$3.14M | 0.99% | 34 |
|