HCMG
Howard Capital Management Group’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,455
| Closed | -$211K | – | 139 |
|
2025
Q1 | $211K | Hold |
3,455
| – | – | 0.02% | 116 |
|
2024
Q4 | $195K | Buy |
+3,455
| New | +$195K | 0.01% | 123 |
|
2024
Q2 | – | Sell |
-3,475
| Closed | -$188K | – | 127 |
|
2024
Q1 | $188K | Sell |
3,475
-239
| -6% | -$13K | 0.01% | 117 |
|
2023
Q4 | $191K | Buy |
3,714
+40
| +1% | +$2.05K | 0.02% | 103 |
|
2023
Q3 | $213K | Hold |
3,674
| – | – | 0.02% | 96 |
|
2023
Q2 | $235K | Hold |
3,674
| – | – | 0.02% | 93 |
|
2023
Q1 | $255K | Sell |
3,674
-250
| -6% | -$17.3K | 0.03% | 90 |
|
2022
Q4 | $282K | Hold |
3,924
| – | – | 0.03% | 83 |
|
2022
Q3 | $279K | Hold |
3,924
| – | – | 0.04% | 79 |
|
2022
Q2 | $302K | Hold |
3,924
| – | – | 0.04% | 79 |
|
2022
Q1 | $287K | Hold |
3,924
| – | – | 0.03% | 87 |
|
2021
Q4 | $245K | Sell |
3,924
-70
| -2% | -$4.37K | 0.02% | 100 |
|
2021
Q3 | $236K | Sell |
3,994
-45
| -1% | -$2.66K | 0.02% | 96 |
|
2021
Q2 | $270K | Hold |
4,039
| – | – | 0.03% | 94 |
|
2021
Q1 | $255K | Buy |
+4,039
| New | +$255K | 0.03% | 83 |
|