HFM
Hartford Financial Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
18,033
-1,561
| -8% | -$72.3K | 0.23% | 81 |
|
|
2025
Q1 | $1.2M | Sell |
19,594
-143
| -0.7% | -$8.72K | 0.25% | 103 |
|
|
2024
Q4 | $1.12M | Sell |
19,737
-1,531
| -7% | -$86.6K | 0.23% | 106 |
|
|
2024
Q3 | $1.1M | Sell |
21,268
-953
| -4% | -$49.3K | 0.22% | 106 |
|
|
2024
Q2 | $923K | Sell |
22,221
-8,525
| -28% | -$354K | 0.2% | 111 |
|
|
2024
Q1 | $1.67M | Sell |
30,746
-9,952
| -24% | -$540K | 0.35% | 85 |
|
|
2023
Q4 | $2.09M | Sell |
40,698
-746
| -2% | -$38.3K | 0.47% | 66 |
|
|
2023
Q3 | $2.41M | Sell |
41,444
-439
| -1% | -$25.5K | 0.61% | 57 |
|
|
2023
Q2 | $2.68M | Buy |
41,883
+1,808
| +5% | +$116K | 0.66% | 52 |
|
|
2023
Q1 | $2.78M | Sell |
40,075
-249
| -0.6% | -$17.3K | 0.72% | 49 |
|
|
2022
Q4 | $2.9M | Sell |
40,324
-1,844
| -4% | -$133K | 0.77% | 48 |
|
|
2022
Q3 | $3M | Sell |
42,168
-4,568
| -10% | -$325K | 0.88% | 40 |
|
|
2022
Q2 | $3.6M | Sell |
46,736
-2,395
| -5% | -$184K | 1% | 36 |
|
|
2022
Q1 | $3.59M | Sell |
49,131
-442
| -0.9% | -$32.3K | 0.87% | 42 |
|
|
2021
Q4 | $3.09M | Buy |
49,573
+136
| +0.3% | +$8.48K | 0.72% | 56 |
|
|
2021
Q3 | $2.93M | Sell |
49,437
-95
| -0.2% | -$5.62K | 0.74% | 51 |
|
|
2021
Q2 | $3.31M | Buy |
49,532
+16
| +0% | +$1.07K | 0.82% | 47 |
|
|
2021
Q1 | $3.13M | Buy |
49,516
+60
| +0.1% | +$3.79K | 0.78% | 46 |
|
|
2020
Q4 | $3.07M | Buy |
49,456
+581
| +1% | +$36K | 0.81% | 43 |
|
|
2020
Q3 | $2.95M | Buy |
48,875
+372
| +0.8% | +$22.4K | 0.87% | 38 |
|
|
2020
Q2 | $2.85M | Sell |
48,503
-1,045
| -2% | -$61.4K | 0.91% | 36 |
|
|
2020
Q1 | $2.76M | Sell |
49,548
-12,497
| -20% | -$697K | 1.1% | 29 |
|
|
2019
Q4 | $3.98M | Buy |
62,045
+109
| +0.2% | +$7K | 1.24% | 21 |
|
|
2019
Q3 | $3.14M | Sell |
61,936
-3,034
| -5% | -$154K | 1.05% | 28 |
|
|
2019
Q2 | $2.95M | Sell |
64,970
-1,139
| -2% | -$51.6K | 0.98% | 31 |
|
|
2019
Q1 | $3.15M | Buy |
66,109
+941
| +1% | +$44.9K | 1.08% | 28 |
|
|
2018
Q4 | $3.39M | Sell |
65,168
-2,119
| -3% | -$110K | 1.29% | 22 |
|
|
2018
Q3 | $4.18M | Sell |
67,287
-1,045
| -2% | -$64.9K | 1.41% | 17 |
|
|
2018
Q2 | $3.78M | Sell |
68,332
-588
| -0.9% | -$32.5K | 1.35% | 18 |
|
|
2018
Q1 | $4.36M | Sell |
68,920
-163
| -0.2% | -$10.3K | 2.21% | 9 |
|
|
2017
Q4 | $4.23M | Buy |
69,083
+21
| +0% | +$1.29K | 2.08% | 8 |
|
|
2017
Q3 | $4.4M | Sell |
69,062
-92
| -0.1% | -$5.86K | 2.23% | 7 |
|
|
2017
Q2 | $3.85M | Sell |
69,154
-93
| -0.1% | -$5.18K | 1.73% | 14 |
|
|
2017
Q1 | $3.77M | Buy |
69,247
+1,223
| +2% | +$66.5K | 2.27% | 9 |
|
|
2016
Q4 | $3.98M | Sell |
68,024
-1,056
| -2% | -$61.7K | 2.36% | 9 |
|
|
2016
Q3 | $3.72M | Sell |
69,080
-833
| -1% | -$44.9K | 2.26% | 7 |
|
|
2016
Q2 | $5.14M | Sell |
69,913
-394
| -0.6% | -$29K | 3.09% | 3 |
|
|
2016
Q1 | $4.49M | Buy |
70,307
+1,506
| +2% | +$96.2K | 2.79% | 3 |
|
|
2015
Q4 | $4.73M | Buy |
68,801
+197
| +0.3% | +$13.5K | 2.95% | 3 |
|
|
2015
Q3 | $4.06M | Buy |
68,604
+6
| +0% | +$355 | 2.71% | 3 |
|
|
2015
Q2 | $4.56M | Sell |
68,598
-1,234
| -2% | -$82.1K | 2.67% | 4 |
|
|
2015
Q1 | $4.5M | Buy |
69,832
+86
| +0.1% | +$5.55K | 2.77% | 4 |
|
|
2014
Q4 | $4.12M | Buy |
69,746
+256
| +0.4% | +$15.1K | 2.54% | 4 |
|
|
2014
Q3 | $3.56M | Buy |
69,490
+305
| +0.4% | +$15.6K | 2.13% | 6 |
|
|
2014
Q2 | $3.36M | Buy |
69,185
+480
| +0.7% | +$23.3K | 2.03% | 6 |
|
|
2014
Q1 | $3.57M | Buy |
68,705
+555
| +0.8% | +$28.8K | 2.33% | 4 |
|
|
2013
Q4 | $3.62M | Sell |
68,150
-195
| -0.3% | -$10.4K | 2.35% | 4 |
|
|
2013
Q3 | $3.16M | Sell |
68,345
-193
| -0.3% | -$8.93K | 2.18% | 7 |
|
|
2013
Q2 | $3.06M | Buy |
+68,538
| New | +$3.06M | 2.12% | 8 |
|