Garde Capital’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 | $73.5K | Hold |
1,587
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $96.8K | Buy |
+1,587
| New | +$96.8K | 0.01% | 256 |
|
|
2024
Q2 | – | Sell |
-2,248
| Closed | -$121K | – | 268 |
|
|
2024
Q1 | $121K | Sell |
2,248
-279
| -11% | -$15K | 0.01% | 259 |
|
|
2023
Q4 | $130K | Buy |
2,527
+487
| +24% | +$25.1K | 0.01% | 245 |
|
|
2023
Q3 | $118K | Sell |
2,040
-6,665
| -77% | -$386K | 0.01% | 240 |
|
|
2023
Q2 | $557K | Buy |
8,705
+6,700
| +334% | +$429K | 0.05% | 133 |
|
|
2023
Q1 | $139K | Sell |
2,005
-312
| -13% | -$21.6K | 0.02% | 216 |
|
|
2022
Q4 | $167K | Buy |
2,317
+312
| +16% | +$22.5K | 0.02% | 194 |
|
|
2022
Q3 | $143K | Hold |
2,005
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $154K | Sell |
2,005
-51
| -2% | -$3.92K | 0.02% | 213 |
|
|
2022
Q1 | $150K | Sell |
2,056
-1,499
| -42% | -$109K | 0.02% | 231 |
|
|
2021
Q4 | $222K | Sell |
3,555
-167
| -4% | -$10.4K | 0.02% | 204 |
|
|
2021
Q3 | $220K | Hold |
3,722
| – | – | 0.02% | 193 |
|
|
2021
Q2 | $249K | Sell |
3,722
-417
| -10% | -$27.9K | 0.03% | 178 |
|
|
2021
Q1 | $261K | Sell |
4,139
-1,000
| -19% | -$63.1K | 0.03% | 161 |
|
|
2020
Q4 | $318K | Buy |
5,139
+1,600
| +45% | +$99K | 0.04% | 141 |
|
|
2020
Q3 | $213K | Sell |
3,539
-42
| -1% | -$2.53K | 0.03% | 156 |
|
|
2020
Q2 | $211K | Buy |
+3,581
| New | +$211K | 0.03% | 138 |
|
|
2018
Q4 | – | Sell |
-4,036
| Closed | -$215K | – | 162 |
|
|
2018
Q3 | $215K | Sell |
4,036
-785
| -16% | -$41.8K | 0.04% | 165 |
|
|
2018
Q2 | $267K | Hold |
4,821
| – | – | 0.05% | 143 |
|
|
2018
Q1 | $305K | Buy |
+4,821
| New | +$305K | 0.06% | 134 |
|
|
2016
Q4 | – | Sell |
-4,617
| Closed | -$273K | – | 123 |
|
|
2016
Q3 | $273K | Buy |
4,617
+76
| +2% | +$4.49K | 0.09% | 121 |
|
|
2016
Q2 | $334K | Hold |
4,541
| – | – | 0.11% | 77 |
|
|
2016
Q1 | $290K | Sell |
4,541
-76
| -2% | -$4.85K | 0.1% | 82 |
|
|
2015
Q4 | $318K | Hold |
4,617
| – | – | 0.11% | 74 |
|
|
2015
Q3 | $273K | Sell |
4,617
-46
| -1% | -$2.72K | 0.09% | 121 |
|
|
2015
Q2 | $310K | Hold |
4,663
| – | – | 0.09% | 116 |
|
|
2015
Q1 | $301K | Hold |
4,663
| – | – | 0.09% | 118 |
|
|
2014
Q4 | $275K | Hold |
4,663
| – | – | 0.08% | 116 |
|
|
2014
Q3 | $239K | Sell |
4,663
-22
| -0.5% | -$1.13K | 0.09% | 91 |
|
|
2014
Q2 | $227K | Buy |
+4,685
| New | +$227K | 0.09% | 87 |
|