Gradient Investments’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 | $249K | Sell |
5,382
-74
| -1% | -$3.43K | ﹤0.01% | 332 |
|
|
2025
Q1 | $333K | Sell |
5,456
-189
| -3% | -$11.5K | 0.01% | 272 |
|
|
2024
Q4 | $319K | Sell |
5,645
-276
| -5% | -$15.6K | 0.01% | 259 |
|
|
2024
Q3 | $306K | Buy |
5,921
+528
| +10% | +$27.3K | 0.01% | 259 |
|
|
2024
Q2 | $224K | Buy |
5,393
+449
| +9% | +$18.6K | 0.01% | 307 |
|
|
2024
Q1 | $268K | Sell |
4,944
-5,536
| -53% | -$300K | 0.01% | 268 |
|
|
2023
Q4 | $538K | Sell |
10,480
-146,536
| -93% | -$7.52M | 0.01% | 240 |
|
|
2023
Q3 | $9.11M | Sell |
157,016
-214,571
| -58% | -$12.5M | 0.24% | 116 |
|
|
2023
Q2 | $23.8M | Buy |
371,587
+45,856
| +14% | +$2.93M | 0.61% | 49 |
|
|
2023
Q1 | $22.6M | Buy |
325,731
+53,679
| +20% | +$3.72M | 0.62% | 44 |
|
|
2022
Q4 | $19.6M | Buy |
272,052
+8,858
| +3% | +$637K | 0.62% | 40 |
|
|
2022
Q3 | $18.7M | Buy |
263,194
+21,504
| +9% | +$1.53M | 0.57% | 37 |
|
|
2022
Q2 | $18.6M | Sell |
241,690
-46,860
| -16% | -$3.61M | 0.54% | 39 |
|
|
2022
Q1 | $21.1M | Sell |
288,550
-45,328
| -14% | -$3.31M | 0.54% | 38 |
|
|
2021
Q4 | $20.8M | Buy |
333,878
+15,414
| +5% | +$961K | 0.53% | 40 |
|
|
2021
Q3 | $18.8M | Buy |
318,464
+66,681
| +26% | +$3.95M | 0.53% | 41 |
|
|
2021
Q2 | $16.8M | Buy |
251,783
+7,624
| +3% | +$509K | 0.49% | 43 |
|
|
2021
Q1 | $15.4M | Buy |
244,159
+32,012
| +15% | +$2.02M | 0.5% | 42 |
|
|
2020
Q4 | $12.8M | Sell |
212,147
-2,322
| -1% | -$140K | 0.54% | 47 |
|
|
2020
Q3 | $12.9M | Buy |
214,469
+19,358
| +10% | +$1.17M | 0.54% | 47 |
|
|
2020
Q2 | $11.5M | Sell |
195,111
-8,594
| -4% | -$505K | 0.52% | 50 |
|
|
2020
Q1 | $11.4M | Buy |
203,705
+4,862
| +2% | +$271K | 0.61% | 36 |
|
|
2019
Q4 | $12.8M | Sell |
198,843
-22,821
| -10% | -$1.46M | 0.57% | 40 |
|
|
2019
Q3 | $11.2M | Buy |
221,664
+3,279
| +2% | +$166K | 0.55% | 39 |
|
|
2019
Q2 | $9.9M | Buy |
218,385
+59,832
| +38% | +$2.71M | 0.51% | 40 |
|
|
2019
Q1 | $7.57M | Sell |
158,553
-21,996
| -12% | -$1.05M | 0.49% | 59 |
|
|
2018
Q4 | $9.39M | Buy |
180,549
+171,724
| +1,946% | +$8.93M | 0.56% | 27 |
|
|
2018
Q3 | $548K | Buy |
8,825
+285
| +3% | +$17.7K | 0.03% | 190 |
|
|
2018
Q2 | $473K | Sell |
8,540
-9
| -0.1% | -$498 | 0.03% | 194 |
|
|
2018
Q1 | $541K | Buy |
8,549
+285
| +3% | +$18K | 0.03% | 180 |
|
|
2017
Q4 | $506K | Sell |
8,264
-48
| -0.6% | -$2.94K | 0.03% | 182 |
|
|
2017
Q3 | $530K | Buy |
8,312
+57
| +0.7% | +$3.64K | 0.03% | 155 |
|
|
2017
Q2 | $460K | Buy |
8,255
+5,854
| +244% | +$326K | 0.03% | 165 |
|
|
2017
Q1 | $131K | Buy |
2,401
+200
| +9% | +$10.9K | 0.01% | 244 |
|
|
2016
Q4 | $129K | Buy |
2,201
+175
| +9% | +$10.3K | 0.01% | 199 |
|
|
2016
Q3 | $109K | Sell |
2,026
-256
| -11% | -$13.8K | 0.01% | 207 |
|
|
2016
Q2 | $168K | Hold |
2,282
| – | – | 0.02% | 187 |
|
|
2016
Q1 | $146K | Hold |
2,282
| – | – | 0.02% | 189 |
|
|
2015
Q4 | $157K | Sell |
2,282
-318
| -12% | -$21.9K | 0.02% | 183 |
|
|
2015
Q3 | $154K | Buy |
2,600
+251
| +11% | +$14.9K | 0.02% | 175 |
|
|
2015
Q2 | $156K | Buy |
2,349
+395
| +20% | +$26.2K | 0.02% | 178 |
|
|
2015
Q1 | $126K | Buy |
1,954
+24
| +1% | +$1.55K | 0.02% | 186 |
|
|
2014
Q4 | $114K | Buy |
1,930
+164
| +9% | +$9.69K | 0.02% | 183 |
|
|
2014
Q3 | $90K | Hold |
1,766
| – | – | 0.02% | 180 |
|
|
2014
Q2 | $86K | Buy |
1,766
+630
| +55% | +$30.7K | 0.02% | 188 |
|
|
2014
Q1 | $59K | Buy |
1,136
+36
| +3% | +$1.87K | 0.01% | 192 |
|
|
2013
Q4 | $58K | Sell |
1,100
-170
| -13% | -$8.96K | 0.02% | 214 |
|
|
2013
Q3 | $59K | Buy |
1,270
+156
| +14% | +$7.25K | 0.02% | 173 |
|
|
2013
Q2 | $50K | Buy |
+1,114
| New | +$50K | 0.02% | 180 |
|