Gladstone Institutional Advisory’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 | $5.24M | Buy |
113,271
+30,168
| +36% | +$1.4M | 0.22% | 109 |
|
|
2025
Q1 | $5.07M | Buy |
83,103
+18,049
| +28% | +$1.1M | 0.24% | 106 |
|
|
2024
Q4 | $3.68M | Sell |
65,054
-5,952
| -8% | -$337K | 0.17% | 136 |
|
|
2024
Q3 | $3.67M | Sell |
71,006
-36,225
| -34% | -$1.87M | 0.18% | 140 |
|
|
2024
Q2 | $4.45M | Buy |
107,231
+6,112
| +6% | +$254K | 0.23% | 116 |
|
|
2024
Q1 | $5.48M | Buy |
101,119
+38,333
| +61% | +$2.08M | 0.3% | 84 |
|
|
2023
Q4 | $3.22M | Buy |
62,786
+10,373
| +20% | +$532K | 0.18% | 144 |
|
|
2023
Q3 | $3.04M | Buy |
52,413
+2,636
| +5% | +$153K | 0.2% | 134 |
|
|
2023
Q2 | $3.18M | Buy |
49,777
+586
| +1% | +$37.5K | 0.19% | 132 |
|
|
2023
Q1 | $3.41M | Sell |
49,191
-3,859
| -7% | -$267K | 0.22% | 135 |
|
|
2022
Q4 | $3.82M | Sell |
53,050
-20,773
| -28% | -$1.49M | 0.27% | 107 |
|
|
2022
Q3 | $5.25M | Buy |
73,823
+28,433
| +63% | +$2.02M | 0.41% | 51 |
|
|
2022
Q2 | $3.5M | Sell |
45,390
-2,354
| -5% | -$181K | 0.28% | 87 |
|
|
2022
Q1 | $3.49M | Sell |
47,744
-92
| -0.2% | -$6.72K | 0.24% | 114 |
|
|
2021
Q4 | $2.98M | Buy |
47,836
+11,441
| +31% | +$713K | 0.23% | 118 |
|
|
2021
Q3 | $2.15M | Sell |
36,395
-986
| -3% | -$58.3K | 0.21% | 135 |
|
|
2021
Q2 | $2.5M | Buy |
37,381
+4,776
| +15% | +$319K | 0.3% | 92 |
|
|
2021
Q1 | $2.06M | Buy |
32,605
+2,366
| +8% | +$149K | 0.32% | 78 |
|
|
2020
Q4 | $1.88M | Sell |
30,239
-9,025
| -23% | -$560K | 0.37% | 61 |
|
|
2020
Q3 | $2.37M | Sell |
39,264
-381
| -1% | -$23K | 0.57% | 39 |
|
|
2020
Q2 | $2.33M | Sell |
39,645
-1,450
| -4% | -$85.3K | 0.59% | 40 |
|
|
2020
Q1 | $2.29M | Buy |
41,095
+47
| +0.1% | +$2.62K | 0.59% | 40 |
|
|
2019
Q4 | $2.64M | Buy |
41,048
+4,829
| +13% | +$310K | 0.65% | 40 |
|
|
2019
Q3 | $1.84M | Buy |
+36,219
| New | +$1.84M | 0.47% | 51 |
|