Hudson Valley Investment Advisors’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 | $277K | Sell |
5,989
-4,220
| -41% | -$195K | 0.03% | 146 |
|
|
2025
Q1 | $623K | Sell |
10,209
-319
| -3% | -$19.5K | 0.07% | 111 |
|
|
2024
Q4 | $596K | Sell |
10,528
-1,982
| -16% | -$112K | 0.07% | 113 |
|
|
2024
Q3 | $647K | Sell |
12,510
-2,916
| -19% | -$151K | 0.07% | 112 |
|
|
2024
Q2 | $799K | Buy |
15,426
+1,391
| +10% | +$72K | 0.1% | 107 |
|
|
2024
Q1 | $761K | Sell |
14,035
-1,091
| -7% | -$59.2K | 0.09% | 109 |
|
|
2023
Q4 | $783K | Sell |
15,126
-2,225
| -13% | -$115K | 0.11% | 108 |
|
|
2023
Q3 | $1.01M | Sell |
17,351
-1,316
| -7% | -$76.4K | 0.14% | 100 |
|
|
2023
Q2 | $1.19M | Sell |
18,667
-1,024
| -5% | -$65.5K | 0.16% | 103 |
|
|
2023
Q1 | $1.36M | Sell |
19,691
-315
| -2% | -$21.8K | 0.19% | 100 |
|
|
2022
Q4 | $1.44M | Sell |
20,006
-580
| -3% | -$41.7K | 0.22% | 96 |
|
|
2022
Q3 | $1.46M | Sell |
20,586
-837
| -4% | -$59.5K | 0.23% | 94 |
|
|
2022
Q2 | $1.65M | Sell |
21,423
-830
| -4% | -$63.9K | 0.26% | 91 |
|
|
2022
Q1 | $1.63M | Sell |
22,253
-615
| -3% | -$44.9K | 0.22% | 92 |
|
|
2021
Q4 | $1.43M | Sell |
22,868
-100
| -0.4% | -$6.24K | 0.22% | 79 |
|
|
2021
Q3 | $1.36M | Sell |
22,968
-785
| -3% | -$46.4K | 0.23% | 79 |
|
|
2021
Q2 | $1.59M | Sell |
23,753
-1,150
| -5% | -$76.8K | 0.28% | 78 |
|
|
2021
Q1 | $1.57M | Sell |
24,903
-1,100
| -4% | -$69.4K | 0.28% | 77 |
|
|
2020
Q4 | $1.61M | Sell |
26,003
-300
| -1% | -$18.6K | 0.31% | 74 |
|
|
2020
Q3 | $1.59M | Sell |
26,303
-890
| -3% | -$53.7K | 0.34% | 69 |
|
|
2020
Q2 | $1.6M | Sell |
27,193
-376
| -1% | -$22.1K | 0.37% | 68 |
|
|
2020
Q1 | $1.54M | Sell |
27,569
-436
| -2% | -$24.3K | 0.43% | 61 |
|
|
2019
Q4 | $1.8M | Buy |
28,005
+6,320
| +29% | +$406K | 0.38% | 65 |
|
|
2019
Q3 | $1.1M | Buy |
21,685
+5
| +0% | +$254 | 0.25% | 81 |
|
|
2019
Q2 | $983K | Sell |
21,680
-395
| -2% | -$17.9K | 0.23% | 89 |
|
|
2019
Q1 | $1.05M | Sell |
22,075
-5,581
| -20% | -$266K | 0.26% | 83 |
|
|
2018
Q4 | $1.44M | Buy |
27,656
+1,599
| +6% | +$83.1K | 0.33% | 75 |
|
|
2018
Q3 | $1.62M | Sell |
26,057
-371
| -1% | -$23K | 0.38% | 73 |
|
|
2018
Q2 | $1.46M | Sell |
26,428
-196
| -0.7% | -$10.9K | 0.36% | 75 |
|
|
2018
Q1 | $1.68M | Sell |
26,624
-1,822
| -6% | -$115K | 0.42% | 67 |
|
|
2017
Q4 | $1.74M | Sell |
28,446
-372
| -1% | -$22.8K | 0.43% | 66 |
|
|
2017
Q3 | $1.84M | Buy |
28,818
+1,601
| +6% | +$102K | 0.48% | 61 |
|
|
2017
Q2 | $1.52M | Sell |
27,217
-3,918
| -13% | -$218K | 0.42% | 68 |
|
|
2017
Q1 | $1.69M | Sell |
31,135
-11,991
| -28% | -$652K | 0.47% | 64 |
|
|
2016
Q4 | $2.52M | Sell |
43,126
-4,251
| -9% | -$248K | 0.74% | 45 |
|
|
2016
Q3 | $2.56M | Sell |
47,377
-2,237
| -5% | -$121K | 0.79% | 40 |
|
|
2016
Q2 | $3.65M | Sell |
49,614
-3,185
| -6% | -$234K | 1.17% | 27 |
|
|
2016
Q1 | $3.37M | Sell |
52,799
-912
| -2% | -$58.3K | 1.1% | 30 |
|
|
2015
Q4 | $3.7M | Sell |
53,711
-1,072
| -2% | -$73.7K | 1.15% | 28 |
|
|
2015
Q3 | $3.24M | Sell |
54,783
-1,863
| -3% | -$110K | 1.05% | 31 |
|
|
2015
Q2 | $3.77M | Sell |
56,646
-572
| -1% | -$38.1K | 1.18% | 28 |
|
|
2015
Q1 | $3.69M | Buy |
57,218
+138
| +0.2% | +$8.9K | 1.25% | 29 |
|
|
2014
Q4 | $3.37M | Buy |
57,080
+2,129
| +4% | +$126K | 1.38% | 31 |
|
|
2014
Q3 | $2.81M | Buy |
54,951
+590
| +1% | +$30.2K | 1.19% | 34 |
|
|
2014
Q2 | $2.64M | Buy |
54,361
+42
| +0.1% | +$2.04K | 1.15% | 34 |
|
|
2014
Q1 | $2.82M | Sell |
54,319
-91
| -0.2% | -$4.73K | 1.21% | 34 |
|
|
2013
Q4 | $2.89M | Sell |
54,410
-157
| -0.3% | -$8.35K | 1.27% | 31 |
|
|
2013
Q3 | $2.53M | Sell |
54,567
-928
| -2% | -$42.9K | 1.23% | 33 |
|
|
2013
Q2 | $2.48M | Buy |
+55,495
| New | +$2.48M | 1.19% | 32 |
|