Hendershot Investments’s Bristol-Myers Squibb BMY Stock Holding History

Hendershot Investments’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$156K	Sell	3,364 -1,000	-23%	-$46.3K	0.02%	125
2025 Q1	$266K	Sell	4,364 -250	-5%	-$15.2K	0.04%	105
2024 Q4	$261K	Sell	4,614 -790	-15%	-$44.7K	0.04%	108
2024 Q3	$280K	Buy	5,404 +1,985	+58%	+$103K	0.04%	108
2024 Q2	$142K	Sell	3,419 -539	-14%	-$22.4K	0.02%	127
2024 Q1	$215K	Hold	3,958	–	–	0.03%	113
2023 Q4	$203K	Hold	3,958	–	–	0.03%	119
2023 Q3	$230K	Sell	3,958 -100	-2%	-$5.8K	0.04%	112
2023 Q2	$260K	Sell	4,058 -193	-5%	-$12.3K	0.04%	112
2023 Q1	$295K	Hold	4,251	–	–	0.05%	112
2022 Q4	$306K	Sell	4,251 -198	-4%	-$14.2K	0.05%	113
2022 Q3	$316K	Sell	4,449 -368	-8%	-$26.1K	0.06%	106
2022 Q2	$371K	Hold	4,817	–	–	0.07%	104
2022 Q1	$352K	Buy	4,817 +386	+9%	+$28.2K	0.05%	112
2021 Q4	$276K	Buy	4,431 +1,064	+32%	+$66.3K	0.04%	123
2021 Q3	$199K	Hold	3,367	–	–	0.04%	95
2021 Q2	$225K	Hold	3,367	–	–	0.05%	83
2021 Q1	$213K	Hold	3,367	–	–	0.05%	83
2020 Q4	$209K	Hold	3,367	–	–	0.05%	80
2020 Q3	$203K	Buy	+3,367	New	+$203K	0.06%	75
2017 Q2	–	Sell	-2,770	Closed	-$151K	–	69
2017 Q1	$151K	Hold	2,770	–	–	0.07%	66
2016 Q4	$162K	Hold	2,770	–	–	0.08%	63
2016 Q3	$149K	Hold	2,770	–	–	0.07%	63
2016 Q2	$204K	Sell	2,770 -265	-9%	-$19.5K	0.1%	62
2016 Q1	$194K	Sell	3,035 -133	-4%	-$8.5K	0.1%	62
2015 Q4	$218K	Buy	3,168 +133	+4%	+$9.15K	0.12%	61
2015 Q3	$180K	Hold	3,035	–	–	0.1%	61
2015 Q2	$202K	Sell	3,035 -1,020	-25%	-$67.9K	0.11%	58
2015 Q1	$262K	Hold	4,055	–	–	0.14%	56
2014 Q4	$239K	Sell	4,055 -15,844	-80%	-$934K	0.13%	56
2014 Q3	$1.02M	Sell	19,899 -785	-4%	-$40.2K	0.57%	45
2014 Q2	$1M	Sell	20,684 -1,368	-6%	-$66.3K	0.59%	44
2014 Q1	$1.15M	Sell	22,052 -1,193	-5%	-$62K	0.71%	42
2013 Q4	$1.24M	Sell	23,245 -1,040	-4%	-$55.3K	0.8%	42
2013 Q3	$1.12M	Sell	24,285 -1,740	-7%	-$80.5K	0.79%	42
2013 Q2	$1.16M	Buy	+26,025	New	+$1.16M	0.88%	38