Harbor Investment 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 | $533K | Sell |
11,519
-832
| -7% | -$38.5K | 0.05% | 255 |
|
|
2025
Q1 | $753K | Sell |
12,351
-750
| -6% | -$45.7K | 0.07% | 192 |
|
|
2024
Q4 | $741K | Sell |
13,101
-2,064
| -14% | -$117K | 0.07% | 188 |
|
|
2024
Q3 | $785K | Sell |
15,165
-6,740
| -31% | -$349K | 0.08% | 190 |
|
|
2024
Q2 | $910K | Sell |
21,905
-419
| -2% | -$17.4K | 0.09% | 160 |
|
|
2024
Q1 | $1.21M | Buy |
22,324
+4,100
| +22% | +$222K | 0.13% | 130 |
|
|
2023
Q4 | $935K | Sell |
18,224
-7,280
| -29% | -$374K | 0.11% | 150 |
|
|
2023
Q3 | $1.48M | Sell |
25,504
-2,067
| -7% | -$120K | 0.19% | 90 |
|
|
2023
Q2 | $1.76M | Sell |
27,571
-1,684
| -6% | -$108K | 0.25% | 79 |
|
|
2023
Q1 | $2.03M | Buy |
29,255
+247
| +0.9% | +$17.1K | 0.3% | 72 |
|
|
2022
Q4 | $2.09M | Sell |
29,008
-463
| -2% | -$33.3K | 0.33% | 68 |
|
|
2022
Q3 | $2.1M | Buy |
29,471
+318
| +1% | +$22.6K | 0.35% | 63 |
|
|
2022
Q2 | $2.25M | Sell |
29,153
-1,374
| -5% | -$106K | 0.36% | 57 |
|
|
2022
Q1 | $2.23M | Buy |
30,527
+66
| +0.2% | +$4.82K | 0.3% | 66 |
|
|
2021
Q4 | $1.9M | Buy |
30,461
+348
| +1% | +$21.7K | 0.24% | 82 |
|
|
2021
Q3 | $1.78M | Sell |
30,113
-4,909
| -14% | -$291K | 0.24% | 80 |
|
|
2021
Q2 | $2.34M | Sell |
35,022
-2,254
| -6% | -$151K | 0.32% | 67 |
|
|
2021
Q1 | $2.35M | Buy |
37,276
+5,574
| +18% | +$352K | 0.35% | 63 |
|
|
2020
Q4 | $1.97M | Buy |
31,702
+3,116
| +11% | +$193K | 0.31% | 67 |
|
|
2020
Q3 | $1.72M | Buy |
28,586
+588
| +2% | +$35.4K | 0.33% | 68 |
|
|
2020
Q2 | $1.65M | Buy |
27,998
+6,072
| +28% | +$357K | 0.35% | 63 |
|
|
2020
Q1 | $1.22M | Buy |
21,926
+988
| +5% | +$55.1K | 0.33% | 68 |
|
|
2019
Q4 | $1.34M | Buy |
+20,938
| New | +$1.34M | 0.31% | 73 |
|