GHP Investment Advisors’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 | $346K | Buy |
7,482
+1,149
| +18% | +$53.2K | 0.02% | 328 |
|
|
2025
Q1 | $386K | Hold |
6,333
| – | – | 0.02% | 318 |
|
|
2024
Q4 | $358K | Hold |
6,333
| – | – | 0.02% | 325 |
|
|
2024
Q3 | $328K | Buy |
6,333
+353
| +6% | +$18.3K | 0.02% | 330 |
|
|
2024
Q2 | $248K | Hold |
5,980
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $324K | Hold |
5,980
| – | – | 0.02% | 336 |
|
|
2023
Q4 | $307K | Sell |
5,980
-96
| -2% | -$4.93K | 0.02% | 339 |
|
|
2023
Q3 | $343K | Buy |
6,076
+386
| +7% | +$21.8K | 0.02% | 324 |
|
|
2023
Q2 | $348K | Sell |
5,690
-36
| -0.6% | -$2.2K | 0.02% | 332 |
|
|
2023
Q1 | $397K | Buy |
5,726
+27
| +0.5% | +$1.87K | 0.03% | 316 |
|
|
2022
Q4 | $410K | Buy |
5,699
+86
| +2% | +$6.19K | 0.03% | 313 |
|
|
2022
Q3 | $399K | Hold |
5,613
| – | – | 0.03% | 302 |
|
|
2022
Q2 | $432K | Sell |
5,613
-113
| -2% | -$8.7K | 0.03% | 297 |
|
|
2022
Q1 | $418K | Buy |
5,726
+180
| +3% | +$13.1K | 0.03% | 299 |
|
|
2021
Q4 | $346K | Sell |
5,546
-1,227
| -18% | -$76.5K | 0.02% | 273 |
|
|
2021
Q3 | $401K | Hold |
6,773
| – | – | 0.03% | 247 |
|
|
2021
Q2 | $453K | Sell |
6,773
-126
| -2% | -$8.43K | 0.04% | 236 |
|
|
2021
Q1 | $436K | Sell |
6,899
-187
| -3% | -$11.8K | 0.04% | 237 |
|
|
2020
Q4 | $440K | Buy |
7,086
+315
| +5% | +$19.6K | 0.04% | 229 |
|
|
2020
Q3 | $408K | Buy |
6,771
+55
| +0.8% | +$3.31K | 0.05% | 230 |
|
|
2020
Q2 | $395K | Sell |
6,716
-3,965
| -37% | -$233K | 0.05% | 233 |
|
|
2020
Q1 | $595K | Buy |
10,681
+461
| +5% | +$25.7K | 0.09% | 203 |
|
|
2019
Q4 | $656K | Buy |
10,220
+5,460
| +115% | +$350K | 0.07% | 217 |
|
|
2019
Q3 | $241K | Sell |
4,760
-25
| -0.5% | -$1.27K | 0.03% | 280 |
|
|
2019
Q2 | $217K | Buy |
4,785
+25
| +0.5% | +$1.13K | 0.03% | 296 |
|
|
2019
Q1 | $227K | Hold |
4,760
| – | – | 0.03% | 291 |
|
|
2018
Q4 | $247K | Sell |
4,760
-50
| -1% | -$2.6K | 0.04% | 265 |
|
|
2018
Q3 | $299K | Hold |
4,810
| – | – | 0.04% | 261 |
|
|
2018
Q2 | $266K | Sell |
4,810
-50
| -1% | -$2.77K | 0.04% | 262 |
|
|
2018
Q1 | $307K | Sell |
4,860
-467
| -9% | -$29.5K | 0.04% | 254 |
|
|
2017
Q4 | $326K | Sell |
5,327
-236
| -4% | -$14.4K | 0.05% | 258 |
|
|
2017
Q3 | $355K | Buy |
5,563
+105
| +2% | +$6.7K | 0.05% | 249 |
|
|
2017
Q2 | $304K | Sell |
5,458
-2,620
| -32% | -$146K | 0.05% | 262 |
|
|
2017
Q1 | $439K | Buy |
8,078
+69
| +0.9% | +$3.75K | 0.08% | 232 |
|
|
2016
Q4 | $468K | Buy |
8,009
+2,293
| +40% | +$134K | 0.09% | 223 |
|
|
2016
Q3 | $308K | Buy |
5,716
+2
| +0% | +$108 | 0.06% | 245 |
|
|
2016
Q2 | $420K | Buy |
5,714
+1
| +0% | +$74 | 0.09% | 221 |
|
|
2016
Q1 | $365K | Buy |
5,713
+1
| +0% | +$64 | 0.08% | 225 |
|
|
2015
Q4 | $393K | Buy |
5,712
+1
| +0% | +$69 | 0.09% | 217 |
|
|
2015
Q3 | $338K | Buy |
5,711
+2
| +0% | +$118 | 0.09% | 218 |
|
|
2015
Q2 | $377K | Buy |
5,709
+1
| +0% | +$66 | 0.09% | 210 |
|
|
2015
Q1 | $368K | Buy |
5,708
+1
| +0% | +$64 | 0.1% | 207 |
|
|
2014
Q4 | $337K | Buy |
5,707
+1
| +0% | +$59 | 0.09% | 205 |
|
|
2014
Q3 | $292K | Buy |
5,706
+2
| +0% | +$102 | 0.09% | 214 |
|
|
2014
Q2 | $277K | Buy |
5,704
+2
| +0% | +$97 | 0.08% | 219 |
|
|
2014
Q1 | $296K | Buy |
5,702
+1
| +0% | +$52 | 0.09% | 208 |
|
|
2013
Q4 | $303K | Buy |
5,701
+2
| +0% | +$106 | 0.1% | 207 |
|
|
2013
Q3 | $264K | Buy |
5,699
+1
| +0% | +$46 | 0.1% | 217 |
|
|
2013
Q2 | $255K | Buy |
+5,698
| New | +$255K | 0.1% | 210 |
|