HAIM
Hunter Associates Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $800K | Sell |
17,236
-1,146
| -6% | -$53.2K | 0.12% | 148 |
|
2025
Q1 | $1.12M | Buy |
18,382
+3
| +0% | +$182 | 0.17% | 114 |
|
2024
Q4 | $1.04M | Buy |
18,379
+504
| +3% | +$28.5K | 0.16% | 121 |
|
2024
Q3 | $924K | Sell |
17,875
-436
| -2% | -$22.5K | 0.14% | 138 |
|
2024
Q2 | $759K | Sell |
18,311
-51,857
| -74% | -$2.15M | 0.13% | 144 |
|
2024
Q1 | $3.8M | Buy |
70,168
+4,807
| +7% | +$260K | 0.64% | 35 |
|
2023
Q4 | $3.35M | Sell |
65,361
-868
| -1% | -$44.5K | 0.61% | 42 |
|
2023
Q3 | $3.85M | Buy |
66,229
+4,176
| +7% | +$243K | 0.78% | 32 |
|
2023
Q2 | $3.96M | Buy |
62,053
+3,408
| +6% | +$218K | 0.77% | 32 |
|
2023
Q1 | $4.06M | Buy |
58,645
+5,914
| +11% | +$410K | 0.87% | 31 |
|
2022
Q4 | $3.8M | Sell |
52,731
-6,884
| -12% | -$496K | 0.92% | 28 |
|
2022
Q3 | $4.24M | Sell |
59,615
-78
| -0.1% | -$5.55K | 1.1% | 23 |
|
2022
Q2 | $4.6M | Buy |
59,693
+17,897
| +43% | +$1.38M | 1.14% | 21 |
|
2022
Q1 | $3.05M | Buy |
41,796
+9,089
| +28% | +$664K | 0.98% | 24 |
|
2021
Q4 | $2.04M | Buy |
32,707
+6,000
| +22% | +$374K | 0.58% | 40 |
|
2021
Q3 | $1.58M | Sell |
26,707
-12,000
| -31% | -$710K | 0.51% | 40 |
|
2021
Q2 | $2.59M | Sell |
38,707
-15,635
| -29% | -$1.04M | 0.81% | 31 |
|
2021
Q1 | $3.43M | Buy |
54,342
+834
| +2% | +$52.7K | 0.79% | 32 |
|
2020
Q4 | $3.32M | Sell |
53,508
-1,214
| -2% | -$75.3K | 0.82% | 30 |
|
2020
Q3 | $3.3M | Buy |
54,722
+1,284
| +2% | +$77.4K | 0.92% | 29 |
|
2020
Q2 | $3.14M | Sell |
53,438
-1,402
| -3% | -$82.4K | 0.93% | 29 |
|
2020
Q1 | $3.06M | Buy |
54,840
+431
| +0.8% | +$24K | 1.18% | 22 |
|
2019
Q4 | $3.49M | Buy |
54,409
+35,901
| +194% | +$2.3M | 1.08% | 25 |
|
2019
Q3 | $939K | Buy |
18,508
+115
| +0.6% | +$5.84K | 0.32% | 63 |
|
2019
Q2 | $834K | Hold |
18,393
| – | – | 0.29% | 72 |
|
2019
Q1 | $878K | Buy |
18,393
+685
| +4% | +$32.7K | 0.31% | 69 |
|
2018
Q4 | $920K | Hold |
17,708
| – | – | 0.37% | 63 |
|
2018
Q3 | $1.1M | Hold |
17,708
| – | – | 0.38% | 64 |
|
2018
Q2 | $980K | Hold |
17,708
| – | – | 0.35% | 63 |
|
2018
Q1 | $1.12M | Sell |
17,708
-780
| -4% | -$49.3K | 0.42% | 57 |
|
2017
Q4 | $1.13M | Buy |
18,488
+780
| +4% | +$47.8K | 0.42% | 58 |
|
2017
Q3 | $1.13M | Sell |
17,708
-250
| -1% | -$15.9K | 0.44% | 58 |
|
2017
Q2 | $1M | Sell |
17,958
-333
| -2% | -$18.6K | 0.41% | 56 |
|
2017
Q1 | $995K | Sell |
18,291
-360
| -2% | -$19.6K | 0.42% | 57 |
|
2016
Q4 | $1.09M | Hold |
18,651
| – | – | 0.47% | 53 |
|
2016
Q3 | $1.01M | Buy |
18,651
+200
| +1% | +$10.8K | 0.43% | 56 |
|
2016
Q2 | $1.36M | Sell |
18,451
-1,000
| -5% | -$73.5K | 0.59% | 48 |
|
2016
Q1 | $1.24M | Hold |
19,451
| – | – | 0.57% | 50 |
|
2015
Q4 | $1.34M | Hold |
19,451
| – | – | 0.59% | 47 |
|
2015
Q3 | $1.15M | Hold |
19,451
| – | – | 0.54% | 48 |
|
2015
Q2 | $1.29M | Hold |
19,451
| – | – | 0.54% | 49 |
|
2015
Q1 | $1.26M | Sell |
19,451
-3,200
| -14% | -$206K | 0.49% | 50 |
|
2014
Q4 | $1.34M | Sell |
22,651
-600
| -3% | -$35.4K | 0.51% | 49 |
|
2014
Q3 | $1.19M | Sell |
23,251
-1,266
| -5% | -$64.8K | 0.46% | 56 |
|
2014
Q2 | $1.19M | Sell |
24,517
-3,491
| -12% | -$169K | 0.47% | 56 |
|
2014
Q1 | $1.46M | Sell |
28,008
-13,800
| -33% | -$717K | 0.57% | 40 |
|
2013
Q4 | $2.22M | Sell |
41,808
-2,561
| -6% | -$136K | 0.86% | 34 |
|
2013
Q3 | $2.05M | Sell |
44,369
-1,530
| -3% | -$70.8K | 0.86% | 34 |
|
2013
Q2 | $2.05M | Buy |
+45,899
| New | +$2.05M | 0.76% | 33 |
|