Goelzer Investment Management’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 | $5.77M | Sell |
124,548
-173
| -0.1% | -$8.01K | 0.32% | 72 |
|
|
2025
Q1 | $7.61M | Sell |
124,721
-1,586
| -1% | -$96.7K | 0.44% | 50 |
|
|
2024
Q4 | $7.14M | Sell |
126,307
-4,529
| -3% | -$256K | 0.41% | 54 |
|
|
2024
Q3 | $6.77M | Sell |
130,836
-2,113
| -2% | -$109K | 0.37% | 56 |
|
|
2024
Q2 | $5.52M | Sell |
132,949
-4,383
| -3% | -$182K | 0.31% | 70 |
|
|
2024
Q1 | $7.45M | Sell |
137,332
-1,393
| -1% | -$75.5K | 0.42% | 50 |
|
|
2023
Q4 | $7.12M | Sell |
138,725
-617
| -0.4% | -$31.7K | 0.46% | 52 |
|
|
2023
Q3 | $8.09M | Sell |
139,342
-4,839
| -3% | -$281K | 0.57% | 35 |
|
|
2023
Q2 | $9.22M | Sell |
144,181
-1,270
| -0.9% | -$81.2K | 0.78% | 31 |
|
|
2023
Q1 | $10.1M | Buy |
145,451
+16,896
| +13% | +$1.17M | 0.88% | 25 |
|
|
2022
Q4 | $9.25M | Sell |
128,555
-2,231
| -2% | -$161K | 0.79% | 29 |
|
|
2022
Q3 | $9.3M | Buy |
130,786
+3,808
| +3% | +$271K | 0.93% | 26 |
|
|
2022
Q2 | $9.78M | Buy |
126,978
+6,256
| +5% | +$482K | 0.94% | 24 |
|
|
2022
Q1 | $8.82M | Sell |
120,722
-1,311
| -1% | -$95.7K | 0.76% | 33 |
|
|
2021
Q4 | $7.61M | Sell |
122,033
-29,310
| -19% | -$1.83M | 0.62% | 47 |
|
|
2021
Q3 | $8.96M | Sell |
151,343
-5,417
| -3% | -$321K | 0.78% | 31 |
|
|
2021
Q2 | $10.5M | Sell |
156,760
-66,683
| -30% | -$4.46M | 0.87% | 28 |
|
|
2021
Q1 | $14.1M | Buy |
223,443
+2,994
| +1% | +$189K | 1.24% | 12 |
|
|
2020
Q4 | $13.7M | Sell |
220,449
-3,432
| -2% | -$213K | 1.26% | 12 |
|
|
2020
Q3 | $13.5M | Sell |
223,881
-3,716
| -2% | -$224K | 1.25% | 12 |
|
|
2020
Q2 | $13.4M | Sell |
227,597
-1,396
| -0.6% | -$82.1K | 1.29% | 14 |
|
|
2020
Q1 | $12.8M | Buy |
228,993
+1,362
| +0.6% | +$75.9K | 1.46% | 12 |
|
|
2019
Q4 | $14.6M | Sell |
227,631
-1,332
| -0.6% | -$85.5K | 1.25% | 16 |
|
|
2019
Q3 | $11.6M | Buy |
228,963
+7,596
| +3% | +$385K | 1.06% | 21 |
|
|
2019
Q2 | $10M | Buy |
221,367
+63,896
| +41% | +$2.9M | 0.92% | 27 |
|
|
2019
Q1 | $7.51M | Buy |
157,471
+85,002
| +117% | +$4.06M | 0.71% | 39 |
|
|
2018
Q4 | $3.77M | Buy |
72,469
+41,916
| +137% | +$2.18M | 0.48% | 83 |
|
|
2018
Q3 | $1.9M | Sell |
30,553
-585
| -2% | -$36.3K | 0.21% | 140 |
|
|
2018
Q2 | $1.72M | Sell |
31,138
-1,838
| -6% | -$102K | 0.2% | 142 |
|
|
2018
Q1 | $2.09M | Sell |
32,976
-44,371
| -57% | -$2.81M | 0.25% | 135 |
|
|
2017
Q4 | $4.74M | Buy |
77,347
+2,230
| +3% | +$137K | 0.53% | 83 |
|
|
2017
Q3 | $4.79M | Sell |
75,117
-885
| -1% | -$56.4K | 0.56% | 71 |
|
|
2017
Q2 | $4.24M | Buy |
76,002
+600
| +0.8% | +$33.4K | 0.52% | 79 |
|
|
2017
Q1 | $4.1M | Buy |
75,402
+34,735
| +85% | +$1.89M | 0.51% | 82 |
|
|
2016
Q4 | $2.38M | Sell |
40,667
-7,805
| -16% | -$456K | 0.31% | 116 |
|
|
2016
Q3 | $2.61M | Buy |
48,472
+40,817
| +533% | +$2.2M | 0.35% | 119 |
|
|
2016
Q2 | $563K | Buy |
7,655
+600
| +9% | +$44.1K | 0.08% | 163 |
|
|
2016
Q1 | $451K | Sell |
7,055
-66
| -0.9% | -$4.22K | 0.06% | 165 |
|
|
2015
Q4 | $490K | Buy |
7,121
+653
| +10% | +$44.9K | 0.07% | 166 |
|
|
2015
Q3 | $383K | Buy |
6,468
+360
| +6% | +$21.3K | 0.06% | 164 |
|
|
2015
Q2 | $406K | Hold |
6,108
| – | – | 0.06% | 166 |
|
|
2015
Q1 | $394K | Sell |
6,108
-142
| -2% | -$9.16K | 0.06% | 163 |
|
|
2014
Q4 | $369K | Sell |
6,250
-300
| -5% | -$17.7K | 0.06% | 170 |
|
|
2014
Q3 | $335K | Buy |
6,550
+2,300
| +54% | +$118K | 0.06% | 171 |
|
|
2014
Q2 | $206K | Sell |
4,250
-2,450
| -37% | -$119K | 0.03% | 188 |
|
|
2014
Q1 | $348K | Buy |
6,700
+1,825
| +37% | +$94.8K | 0.06% | 163 |
|
|
2013
Q4 | $259K | Sell |
4,875
-500
| -9% | -$26.6K | 0.05% | 179 |
|
|
2013
Q3 | $249K | Sell |
5,375
-6,675
| -55% | -$309K | 0.05% | 170 |
|
|
2013
Q2 | $539K | Buy |
+12,050
| New | +$539K | 0.06% | 166 |
|