Hohimer Wealth 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 | $296K | Sell |
6,402
-2,831
| -31% | -$131K | 0.05% | 184 |
|
|
2025
Q1 | $563K | Sell |
9,233
-58,020
| -86% | -$3.54M | 0.11% | 145 |
|
|
2024
Q4 | $3.8M | Sell |
67,253
-1,223
| -2% | -$69.2K | 0.72% | 46 |
|
|
2024
Q3 | $3.54M | Sell |
68,476
-962
| -1% | -$49.8K | 0.76% | 54 |
|
|
2024
Q2 | $2.88M | Buy |
69,438
+45,884
| +195% | +$1.91M | 0.67% | 65 |
|
|
2024
Q1 | $1.28M | Sell |
23,554
-1,008
| -4% | -$54.7K | 0.3% | 92 |
|
|
2023
Q4 | $1.26M | Sell |
24,562
-20,225
| -45% | -$1.04M | 0.32% | 87 |
|
|
2023
Q3 | $2.6M | Sell |
44,787
-2,565
| -5% | -$149K | 0.74% | 44 |
|
|
2023
Q2 | $3.03M | Sell |
47,352
-2,308
| -5% | -$148K | 0.84% | 41 |
|
|
2023
Q1 | $3.44M | Buy |
49,660
+43,676
| +730% | +$3.03M | 1% | 30 |
|
|
2022
Q4 | $431K | Sell |
5,984
-10,590
| -64% | -$762K | 0.14% | 120 |
|
|
2022
Q3 | $1.18M | Hold |
16,574
| – | – | 0.38% | 81 |
|
|
2022
Q2 | $1.28M | Sell |
16,574
-10,408
| -39% | -$801K | 0.38% | 83 |
|
|
2022
Q1 | $1.97M | Buy |
26,982
+389
| +1% | +$28.4K | 0.39% | 84 |
|
|
2021
Q4 | $1.66M | Sell |
26,593
-2,088
| -7% | -$130K | 0.35% | 90 |
|
|
2021
Q3 | $1.7M | Sell |
28,681
-45,244
| -61% | -$2.68M | 0.36% | 93 |
|
|
2021
Q2 | $4.94M | Buy |
73,925
+15,533
| +27% | +$1.04M | 1.01% | 25 |
|
|
2021
Q1 | $3.69M | Buy |
58,392
+5,615
| +11% | +$354K | 0.9% | 32 |
|
|
2020
Q4 | $3.27M | Sell |
52,777
-229
| -0.4% | -$14.2K | 0.87% | 32 |
|
|
2020
Q3 | $3.22M | Buy |
53,006
+6,606
| +14% | +$401K | 0.92% | 26 |
|
|
2020
Q2 | $2.73M | Buy |
46,400
+11,360
| +32% | +$668K | 0.94% | 29 |
|
|
2020
Q1 | $2.19M | Sell |
35,040
-415
| -1% | -$26K | 0.93% | 33 |
|
|
2019
Q4 | $2.28M | Buy |
+35,455
| New | +$2.28M | 0.79% | 28 |
|