Girard Partners’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.08M Sell
26,013
-2,592
-9% -$108K 0.1% 134
2024
Q1
$1.55M Sell
28,605
-1,963
-6% -$106K 0.15% 117
2023
Q4
$1.57M Sell
30,568
-2,859
-9% -$147K 0.16% 116
2023
Q3
$1.94M Buy
33,427
+1,478
+5% +$85.8K 0.22% 99
2023
Q2
$2.04M Buy
31,949
+3,253
+11% +$208K 0.22% 94
2023
Q1
$1.99M Sell
28,696
-1,674
-6% -$116K 0.22% 92
2022
Q4
$2.19M Buy
30,370
+1,944
+7% +$140K 0.25% 94
2022
Q3
$2.02M Sell
28,426
-182
-0.6% -$12.9K 0.27% 82
2022
Q2
$2.2M Buy
28,608
+24,760
+643% +$1.91M 0.28% 88
2022
Q1
$281K Sell
3,848
-171
-4% -$12.5K 0.03% 199
2021
Q4
$250K Sell
4,019
-184
-4% -$11.4K 0.03% 211
2021
Q3
$248K Sell
4,203
-341
-8% -$20.1K 0.03% 207
2021
Q2
$303K Sell
4,544
-667
-13% -$44.5K 0.04% 199
2021
Q1
$329K Sell
5,211
-1,721
-25% -$109K 0.05% 179
2020
Q4
$429K Sell
6,932
-1,191
-15% -$73.7K 0.07% 160
2020
Q3
$489K Sell
8,123
-2,744
-25% -$165K 0.08% 145
2020
Q2
$639K Sell
10,867
-4,251
-28% -$250K 0.12% 125
2020
Q1
$842K Sell
15,118
-6,944
-31% -$387K 0.17% 111
2019
Q4
$1.42M Buy
22,062
+8,205
+59% +$527K 0.23% 104
2019
Q3
$702K Sell
13,857
-9,582
-41% -$485K 0.13% 127
2019
Q2
$1.06M Buy
23,439
+4,090
+21% +$185K 0.19% 109
2019
Q1
$923K Sell
19,349
-207
-1% -$9.87K 0.17% 119
2018
Q4
$1.02M Sell
19,556
-2,267
-10% -$118K 0.21% 103
2018
Q3
$1.35M Sell
21,823
-5,595
-20% -$347K 0.24% 101
2018
Q2
$1.52M Sell
27,418
-1,129
-4% -$62.5K 0.29% 92
2018
Q1
$1.81M Sell
28,547
-748
-3% -$47.3K 0.42% 67
2017
Q4
$1.8M Sell
29,295
-809
-3% -$49.6K 0.34% 81
2017
Q3
$1.92M Sell
30,104
-2,459
-8% -$157K 0.4% 75
2017
Q2
$1.81M Sell
32,563
-3,010
-8% -$168K 0.39% 74
2017
Q1
$1.93M Sell
35,573
-124
-0.3% -$6.74K 0.47% 73
2016
Q4
$2.09M Buy
35,697
+883
+3% +$51.6K 0.61% 58
2016
Q3
$1.88M Buy
34,814
+6,356
+22% +$343K 0.62% 60
2016
Q2
$2.09M Buy
28,458
+9,362
+49% +$689K 0.8% 46
2016
Q1
$1.22M Sell
19,096
-714
-4% -$45.6K 0.53% 60
2015
Q4
$1.36M Buy
19,810
+2,672
+16% +$184K 0.66% 52
2015
Q3
$1.02M Buy
17,138
+144
+0.8% +$8.53K 0.58% 61
2015
Q2
$1.13M Buy
16,994
+3,874
+30% +$258K 0.63% 54
2015
Q1
$846K Buy
13,120
+460
+4% +$29.7K 0.5% 68
2014
Q4
$747K Buy
12,660
+564
+5% +$33.3K 0.47% 66
2014
Q3
$619K Buy
12,096
+1,100
+10% +$56.3K 0.41% 73
2014
Q2
$533K Buy
10,996
+1,828
+20% +$88.6K 0.37% 77
2014
Q1
$476K Buy
9,168
+2,308
+34% +$120K 0.34% 79
2013
Q4
$365K Buy
+6,860
New +$365K 0.29% 79