HoyleCohen’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$676K Buy
16,279
+201
+1% +$8.35K 0.05% 163
2024
Q1
$872K Sell
16,078
-71,387
-82% -$3.87M 0.07% 156
2023
Q4
$4.49M Sell
87,465
-20,396
-19% -$1.05M 0.37% 73
2023
Q3
$6.26M Buy
107,861
+997
+0.9% +$57.9K 0.58% 50
2023
Q2
$6.83M Sell
106,864
-587
-0.5% -$37.5K 0.6% 47
2023
Q1
$7.45M Sell
107,451
-113
-0.1% -$7.83K 0.69% 43
2022
Q4
$7.74M Sell
107,564
-723
-0.7% -$52K 0.77% 39
2022
Q3
$7.7M Sell
108,287
-1,532
-1% -$109K 0.84% 31
2022
Q2
$8.46M Sell
109,819
-1,333
-1% -$103K 0.88% 29
2022
Q1
$8.12M Sell
111,152
-832
-0.7% -$60.8K 0.7% 36
2021
Q4
$6.98M Sell
111,984
-2,608
-2% -$163K 0.58% 47
2021
Q3
$6.78M Buy
114,592
+710
+0.6% +$42K 0.64% 43
2021
Q2
$7.61K Buy
113,882
+221
+0.2% +$15 0.59% 37
2021
Q1
$7.18M Buy
113,661
+50,521
+80% +$3.19M 0.73% 38
2020
Q4
$3.92M Sell
63,140
-753
-1% -$46.7K 0.45% 66
2020
Q3
$3.85M Sell
63,893
-741
-1% -$44.7K 0.57% 52
2020
Q2
$3.8M Buy
64,634
+1,594
+3% +$93.7K 0.64% 46
2020
Q1
$3.51M Buy
63,040
+598
+1% +$33.3K 0.7% 40
2019
Q4
$4.01M Buy
62,442
+36,181
+138% +$2.32M 0.64% 47
2019
Q3
$1.33M Buy
26,261
+2,740
+12% +$139K 0.23% 91
2019
Q2
$1.07M Buy
23,521
+4,266
+22% +$194K 0.19% 102
2019
Q1
$919K Buy
19,255
+2,679
+16% +$128K 0.16% 108
2018
Q4
$862K Sell
16,576
-1,102
-6% -$57.3K 0.18% 100
2018
Q3
$1.1M Sell
17,678
-996
-5% -$61.8K 0.21% 89
2018
Q2
$1.03M Sell
18,674
-1,222
-6% -$67.6K 0.21% 90
2018
Q1
$1.26M Buy
19,896
+503
+3% +$31.8K 0.26% 81
2017
Q4
$1.19M Buy
+19,393
New +$1.19M 0.23% 86