Horan Securities’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 | $337K | Buy |
7,277
+64
| +0.9% | +$2.96K | 0.12% | 104 |
|
|
2025
Q1 | $440K | Buy |
7,213
+52
| +0.7% | +$3.17K | 0.17% | 74 |
|
|
2024
Q4 | $405K | Buy |
7,161
+85
| +1% | +$4.81K | 0.15% | 74 |
|
|
2024
Q3 | $366K | Sell |
7,076
-380
| -5% | -$19.7K | 0.14% | 84 |
|
|
2024
Q2 | $310K | Buy |
7,456
+2,104
| +39% | +$87.4K | 0.13% | 81 |
|
|
2024
Q1 | $290K | Buy |
5,352
+253
| +5% | +$13.7K | 0.14% | 81 |
|
|
2023
Q4 | $262K | Sell |
5,099
-194
| -4% | -$9.95K | 0.13% | 83 |
|
|
2023
Q3 | $307K | Sell |
5,293
-113
| -2% | -$6.56K | 0.16% | 69 |
|
|
2023
Q2 | $346K | Buy |
5,406
+486
| +10% | +$31.1K | 0.15% | 76 |
|
|
2023
Q1 | $341K | Buy |
4,920
+62
| +1% | +$4.3K | 0.18% | 62 |
|
|
2022
Q4 | $350K | Buy |
4,858
+788
| +19% | +$56.7K | 0.2% | 49 |
|
|
2022
Q3 | $289K | Sell |
4,070
-389
| -9% | -$27.6K | 0.18% | 55 |
|
|
2022
Q2 | $329K | Buy |
4,459
+3,988
| +847% | +$294K | 0.2% | 46 |
|
|
2022
Q1 | $34K | Hold |
471
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $29K | Buy |
+471
| New | +$29K | 0.02% | 214 |
|
|
2021
Q2 | $29K | Buy |
441
+302
| +217% | +$19.9K | 0.02% | 208 |
|
|
2021
Q1 | $9K | Buy |
139
+124
| +827% | +$8.03K | 0.01% | 281 |
|
|
2020
Q4 | $1K | Sell |
15
-83
| -85% | -$5.53K | ﹤0.01% | 375 |
|
|
2020
Q3 | $6K | Buy |
98
+83
| +553% | +$5.08K | 0.01% | 240 |
|
|
2020
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 293 |
|