Guardian 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 | $440K | Sell |
9,500
-350
| -4% | -$16.2K | 0.44% | 43 |
|
|
2025
Q1 | $601K | Sell |
9,850
-1,500
| -13% | -$91.5K | 0.51% | 44 |
|
|
2024
Q4 | $642K | Hold |
11,350
| – | – | 0.46% | 44 |
|
|
2024
Q3 | $587K | Sell |
11,350
-600
| -5% | -$31K | 0.51% | 46 |
|
|
2024
Q2 | $496K | Sell |
11,950
-2,175
| -15% | -$90.3K | 0.36% | 50 |
|
|
2024
Q1 | $766K | Sell |
14,125
-10,700
| -43% | -$580K | 0.62% | 44 |
|
|
2023
Q4 | $1.27M | Sell |
24,825
-11,043
| -31% | -$567K | 1.07% | 31 |
|
|
2023
Q3 | $2.08M | Buy |
35,868
+200
| +0.6% | +$11.6K | 1.89% | 18 |
|
|
2023
Q2 | $2.29M | Sell |
35,668
-9,278
| -21% | -$597K | 1.95% | 18 |
|
|
2023
Q1 | $2.84M | Buy |
44,946
+5,696
| +15% | +$360K | 2.13% | 18 |
|
|
2022
Q4 | $2.82M | Sell |
39,250
-500
| -1% | -$36K | 2.67% | 13 |
|
|
2022
Q3 | $2.83M | Sell |
39,750
-1,000
| -2% | -$71.1K | 2.86% | 8 |
|
|
2022
Q2 | $3.14M | Hold |
40,750
| – | – | 2.73% | 8 |
|
|
2022
Q1 | $2.98M | Hold |
40,750
| – | – | 2.31% | 14 |
|
|
2021
Q4 | $2.54M | Sell |
40,750
-700
| -2% | -$43.6K | 1.77% | 24 |
|
|
2021
Q3 | $2.45M | Sell |
41,450
-10,996
| -21% | -$650K | 1.81% | 21 |
|
|
2021
Q2 | $3.5M | Buy |
52,446
+7,500
| +17% | +$501K | 2.4% | 13 |
|
|
2021
Q1 | $2.84M | Sell |
44,946
-275
| -0.6% | -$17.4K | 2.01% | 20 |
|
|
2020
Q4 | $2.81M | Sell |
45,221
-300
| -0.7% | -$18.6K | 2.13% | 15 |
|
|
2020
Q3 | $2.74M | Sell |
45,521
-1,500
| -3% | -$90.4K | 2.39% | 15 |
|
|
2020
Q2 | $2.76M | Sell |
47,021
-343
| -0.7% | -$20.2K | 2.51% | 13 |
|
|
2020
Q1 | $2.64M | Buy |
47,364
+2,500
| +6% | +$139K | 2.7% | 11 |
|
|
2019
Q4 | $2.88M | Sell |
44,864
-1,400
| -3% | -$89.8K | 2.29% | 15 |
|
|
2019
Q3 | $2.35M | Buy |
46,264
+3,510
| +8% | +$178K | 2.08% | 16 |
|
|
2019
Q2 | $1.94M | Buy |
42,754
+500
| +1% | +$22.7K | 1.69% | 23 |
|
|
2019
Q1 | $2.02M | Sell |
42,254
-3,040
| -7% | -$145K | 1.75% | 20 |
|
|
2018
Q4 | $2.35M | Buy |
45,294
+890
| +2% | +$46.2K | 2.17% | 19 |
|
|
2018
Q3 | $2.76M | Sell |
44,404
-1,674
| -4% | -$104K | 2.43% | 16 |
|
|
2018
Q2 | $2.55M | Buy |
46,078
+6,501
| +16% | +$360K | 2.44% | 15 |
|
|
2018
Q1 | $2.5M | Sell |
39,577
-689
| -2% | -$43.6K | 2.67% | 15 |
|
|
2017
Q4 | $2.47M | Buy |
40,266
+151
| +0.4% | +$9.25K | 2.6% | 16 |
|
|
2017
Q3 | $2.56M | Buy |
40,115
+1,000
| +3% | +$63.7K | 2.82% | 15 |
|
|
2017
Q2 | $2.18M | Sell |
39,115
-1,750
| -4% | -$97.5K | 2.41% | 16 |
|
|
2017
Q1 | $2.22M | Buy |
40,865
+4,900
| +14% | +$266K | 2.42% | 14 |
|
|
2016
Q4 | $2.1M | Buy |
35,965
+525
| +1% | +$30.7K | 2.43% | 14 |
|
|
2016
Q3 | $2.61M | Hold |
35,440
| – | – | 2.9% | 10 |
|
|
2016
Q2 | $2.61M | Sell |
35,440
-2,383
| -6% | -$175K | 2.9% | 10 |
|
|
2016
Q1 | $2.42M | Sell |
37,823
-3,000
| -7% | -$192K | 2.77% | 12 |
|
|
2015
Q4 | $2.81M | Sell |
40,823
-3,400
| -8% | -$234K | 3.01% | 9 |
|
|
2015
Q3 | $2.93M | Sell |
44,223
-1,777
| -4% | -$118K | 3.25% | 8 |
|
|
2015
Q2 | $3.11M | Sell |
46,000
-6,000
| -12% | -$406K | 3.47% | 8 |
|
|
2015
Q1 | $3.32M | Hold |
52,000
| – | – | 3.69% | 7 |
|
|
2014
Q4 | $3.07M | Hold |
52,000
| – | – | 3.23% | 9 |
|
|
2014
Q3 | $2.69M | Hold |
52,000
| – | – | 3.11% | 9 |
|
|
2014
Q2 | $2.52M | Hold |
52,000
| – | – | 2.75% | 10 |
|
|
2014
Q1 | $2.69M | Hold |
52,000
| – | – | 3.11% | 9 |
|
|
2013
Q4 | $2.78M | Buy |
52,000
+3,070
| +6% | +$164K | 3.08% | 7 |
|
|
2013
Q3 | $2.26M | Hold |
48,930
| – | – | 3.08% | 9 |
|
|
2013
Q2 | $2.22M | Buy |
+48,930
| New | +$2.22M | 3.19% | 8 |
|