FAM
Formidable Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Hold |
9,860
| – | – | 0.1% | 198 |
|
|
2025
Q1 | $601K | Sell |
9,860
-792
| -7% | -$48.3K | 0.1% | 200 |
|
|
2024
Q4 | $602K | Sell |
10,652
-247
| -2% | -$14K | 0.1% | 204 |
|
|
2024
Q3 | $564K | Sell |
10,899
-1,498
| -12% | -$77.5K | 0.09% | 205 |
|
|
2024
Q2 | $515K | Sell |
12,397
-1,035
| -8% | -$43K | 0.08% | 231 |
|
|
2024
Q1 | $728K | Buy |
13,432
+1,119
| +9% | +$60.7K | 0.12% | 178 |
|
|
2023
Q4 | $632K | Hold |
12,313
| – | – | 0.13% | 149 |
|
|
2023
Q3 | $715K | Sell |
12,313
-300
| -2% | -$17.4K | 0.16% | 130 |
|
|
2023
Q2 | $807K | Hold |
12,613
| – | – | 0.18% | 106 |
|
|
2023
Q1 | $877K | Buy |
12,613
+100
| +0.8% | +$6.95K | 0.19% | 98 |
|
|
2022
Q4 | $900K | Hold |
12,513
| – | – | 0.2% | 96 |
|
|
2022
Q3 | $918K | Sell |
12,513
-7
| -0.1% | -$514 | 0.21% | 88 |
|
|
2022
Q2 | $946K | Sell |
12,520
-12,905
| -51% | -$975K | 0.21% | 88 |
|
|
2022
Q1 | $1.86M | Buy |
25,425
+342
| +1% | +$25K | 0.36% | 56 |
|
|
2021
Q4 | $1.56M | Buy |
25,083
+1,853
| +8% | +$115K | 0.3% | 64 |
|
|
2021
Q3 | $1.38M | Buy |
23,230
+12,383
| +114% | +$733K | 0.26% | 82 |
|
|
2021
Q2 | $729K | Buy |
10,847
+270
| +3% | +$18.1K | 0.16% | 133 |
|
|
2021
Q1 | $667K | Buy |
10,577
+376
| +4% | +$23.7K | 0.15% | 136 |
|
|
2020
Q4 | $629K | Sell |
10,201
-24
| -0.2% | -$1.48K | 0.15% | 128 |
|
|
2020
Q3 | $606K | Sell |
10,225
-100
| -1% | -$5.93K | 0.18% | 112 |
|
|
2020
Q2 | $609K | Buy |
10,325
+855
| +9% | +$50.4K | 0.18% | 111 |
|
|
2020
Q1 | $526K | Hold |
9,470
| – | – | 0.21% | 96 |
|
|
2019
Q4 | $631K | Buy |
+9,470
| New | +$631K | 0.2% | 105 |
|
|
2019
Q3 | – | Sell |
-7,821
| Closed | -$348K | – | 137 |
|
|
2019
Q2 | $348K | Buy |
+7,821
| New | +$348K | 0.12% | 150 |
|
|
2018
Q4 | – | Sell |
-12,166
| Closed | -$762K | – | 87 |
|
|
2018
Q3 | $762K | Sell |
12,166
-1,735
| -12% | -$109K | 0.3% | 68 |
|
|
2018
Q2 | $769K | Buy |
13,901
+998
| +8% | +$55.2K | 0.33% | 61 |
|
|
2018
Q1 | $816K | Sell |
12,903
-143
| -1% | -$9.04K | 0.41% | 52 |
|
|
2017
Q4 | $800K | Sell |
13,046
-50
| -0.4% | -$3.07K | 0.37% | 61 |
|
|
2017
Q3 | $835K | Buy |
13,096
+181
| +1% | +$11.5K | 0.35% | 65 |
|
|
2017
Q2 | $720K | Sell |
12,915
-300
| -2% | -$16.7K | 0.36% | 66 |
|
|
2017
Q1 | $726K | Buy |
13,215
+2,300
| +21% | +$126K | 0.32% | 75 |
|
|
2016
Q4 | $638K | Sell |
10,915
-314
| -3% | -$18.4K | 0.32% | 79 |
|
|
2016
Q3 | $605K | Buy |
11,229
+450
| +4% | +$24.2K | 0.3% | 88 |
|
|
2016
Q2 | $816K | Buy |
10,779
+1,164
| +12% | +$88.1K | 0.45% | 43 |
|
|
2016
Q1 | $679K | Buy |
9,615
+5,275
| +122% | +$373K | 0.48% | 46 |
|
|
2015
Q4 | $291K | Hold |
4,340
| – | – | 0.2% | 109 |
|
|
2015
Q3 | $256K | Hold |
4,340
| – | – | 0.17% | 122 |
|
|
2015
Q2 | $289K | Hold |
4,340
| – | – | 0.18% | 112 |
|
|
2015
Q1 | $293K | Hold |
4,340
| – | – | 0.19% | 107 |
|
|
2014
Q4 | $256K | Hold |
4,340
| – | – | 0.17% | 108 |
|
|
2014
Q3 | $251K | Buy |
4,340
+79
| +2% | +$4.57K | 0.17% | 111 |
|
|
2014
Q2 | $207K | Hold |
4,261
| – | – | 0.13% | 130 |
|
|
2014
Q1 | $215K | Buy |
4,261
+949
| +29% | +$47.9K | 0.15% | 113 |
|
|
2013
Q4 | $167K | Hold |
3,312
| – | – | 0.11% | 131 |
|
|
2013
Q3 | $155K | Buy |
+3,312
| New | +$155K | 0.13% | 114 |
|