Gould Asset 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 | $223K | Sell |
4,807
-940
| -16% | -$43.5K | 0.04% | 158 |
|
|
2025
Q1 | $351K | Sell |
5,747
-250
| -4% | -$15.2K | 0.07% | 118 |
|
|
2024
Q4 | $339K | Sell |
5,997
-1,173
| -16% | -$66.3K | 0.07% | 124 |
|
|
2024
Q3 | $371K | Hold |
7,170
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $298K | Sell |
7,170
-100
| -1% | -$4.15K | 0.07% | 125 |
|
|
2024
Q1 | $394K | Hold |
7,270
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $373K | Sell |
7,270
-2,250
| -24% | -$115K | 0.1% | 108 |
|
|
2023
Q3 | $553K | Buy |
9,520
+1,000
| +12% | +$58K | 0.16% | 67 |
|
|
2023
Q2 | $545K | Sell |
8,520
-185
| -2% | -$11.8K | 0.15% | 71 |
|
|
2023
Q1 | $603K | Hold |
8,705
| – | – | 0.17% | 65 |
|
|
2022
Q4 | $626K | Sell |
8,705
-445
| -5% | -$32K | 0.19% | 65 |
|
|
2022
Q3 | $650K | Sell |
9,150
-325
| -3% | -$23.1K | 0.22% | 52 |
|
|
2022
Q2 | $730K | Buy |
9,475
+575
| +6% | +$44.3K | 0.23% | 49 |
|
|
2022
Q1 | $650K | Sell |
8,900
-10
| -0.1% | -$730 | 0.19% | 55 |
|
|
2021
Q4 | $556K | Buy |
8,910
+1,035
| +13% | +$64.6K | 0.16% | 68 |
|
|
2021
Q3 | $466K | Sell |
7,875
-2,374
| -23% | -$140K | 0.14% | 71 |
|
|
2021
Q2 | $685K | Buy |
10,249
+1,220
| +14% | +$81.5K | 0.19% | 61 |
|
|
2021
Q1 | $570K | Sell |
9,029
-1,595
| -15% | -$101K | 0.17% | 68 |
|
|
2020
Q4 | $659K | Buy |
10,624
+1,310
| +14% | +$81.3K | 0.2% | 57 |
|
|
2020
Q3 | $562K | Buy |
9,314
+300
| +3% | +$18.1K | 0.19% | 62 |
|
|
2020
Q2 | $530K | Buy |
9,014
+400
| +5% | +$23.5K | 0.19% | 66 |
|
|
2020
Q1 | $480K | Sell |
8,614
-929
| -10% | -$51.8K | 0.18% | 59 |
|
|
2019
Q4 | $613K | Sell |
9,543
-1,215
| -11% | -$78K | 0.2% | 62 |
|
|
2019
Q3 | $546K | Sell |
10,758
-1,021
| -9% | -$51.8K | 0.19% | 62 |
|
|
2019
Q2 | $534K | Buy |
11,779
+965
| +9% | +$43.7K | 0.19% | 63 |
|
|
2019
Q1 | $516K | Sell |
10,814
-100
| -0.9% | -$4.77K | 0.19% | 65 |
|
|
2018
Q4 | $567K | Hold |
10,914
| – | – | 0.24% | 54 |
|
|
2018
Q3 | $678K | Sell |
10,914
-85
| -0.8% | -$5.28K | 0.27% | 53 |
|
|
2018
Q2 | $609K | Buy |
10,999
+100
| +0.9% | +$5.54K | 0.26% | 54 |
|
|
2018
Q1 | $689K | Buy |
10,899
+200
| +2% | +$12.6K | 0.3% | 53 |
|
|
2017
Q4 | $656K | Buy |
10,699
+300
| +3% | +$18.4K | 0.28% | 52 |
|
|
2017
Q3 | $663K | Sell |
10,399
-100
| -1% | -$6.38K | 0.3% | 51 |
|
|
2017
Q2 | $585K | Sell |
10,499
-530
| -5% | -$29.5K | 0.28% | 51 |
|
|
2017
Q1 | $600K | Buy |
11,029
+930
| +9% | +$50.6K | 0.3% | 47 |
|
|
2016
Q4 | $590K | Buy |
10,099
+4,935
| +96% | +$288K | 0.3% | 45 |
|
|
2016
Q3 | $278K | Buy |
5,164
+2,200
| +74% | +$118K | 0.15% | 79 |
|
|
2016
Q2 | $218K | Sell |
2,964
-1,000
| -25% | -$73.5K | 0.12% | 86 |
|
|
2016
Q1 | $253K | Buy |
+3,964
| New | +$253K | 0.14% | 78 |
|
|
2015
Q4 | – | Sell |
-3,964
| Closed | -$235K | – | 102 |
|
|
2015
Q3 | $235K | Buy |
3,964
+300
| +8% | +$17.8K | 0.13% | 87 |
|
|
2015
Q2 | $244K | Hold |
3,664
| – | – | 0.12% | 95 |
|
|
2015
Q1 | $236K | Hold |
3,664
| – | – | 0.12% | 90 |
|
|
2014
Q4 | $216K | Buy |
+3,664
| New | +$216K | 0.11% | 100 |
|