IEQ Capital’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 | $7.28M | Sell |
157,364
-15,159
| -9% | -$702K | 0.04% | 319 |
|
|
2025
Q1 | $10.5M | Buy |
172,523
+37,362
| +28% | +$2.28M | 0.08% | 183 |
|
|
2024
Q4 | $7.64M | Buy |
135,161
+38,895
| +40% | +$2.2M | 0.07% | 181 |
|
|
2024
Q3 | $4.98M | Buy |
96,266
+34,739
| +56% | +$1.8M | 0.06% | 198 |
|
|
2024
Q2 | $2.56M | Sell |
61,527
-8,957
| -13% | -$372K | 0.03% | 287 |
|
|
2024
Q1 | $3.82M | Buy |
70,484
+11,546
| +20% | +$626K | 0.05% | 220 |
|
|
2023
Q4 | $3.02M | Sell |
58,938
-4,555
| -7% | -$234K | 0.05% | 223 |
|
|
2023
Q3 | $3.69M | Sell |
63,493
-14,902
| -19% | -$865K | 0.08% | 168 |
|
|
2023
Q2 | $5.01M | Buy |
78,395
+503
| +0.6% | +$32.2K | 0.1% | 138 |
|
|
2023
Q1 | $5.4M | Buy |
77,892
+1,323
| +2% | +$91.7K | 0.13% | 119 |
|
|
2022
Q4 | $5.51M | Buy |
76,569
+11,489
| +18% | +$827K | 0.15% | 113 |
|
|
2022
Q3 | $4.63M | Buy |
65,080
+17,077
| +36% | +$1.21M | 0.13% | 120 |
|
|
2022
Q2 | $3.7M | Buy |
48,003
+7,732
| +19% | +$595K | 0.11% | 126 |
|
|
2022
Q1 | $2.94M | Buy |
40,271
+7,636
| +23% | +$558K | 0.07% | 165 |
|
|
2021
Q4 | $2.04M | Buy |
32,635
+20
| +0.1% | +$1.25K | 0.05% | 200 |
|
|
2021
Q3 | $1.93M | Sell |
32,615
-472
| -1% | -$27.9K | 0.05% | 191 |
|
|
2021
Q2 | $2.21M | Buy |
33,087
+6,230
| +23% | +$416K | 0.07% | 162 |
|
|
2021
Q1 | $1.7M | Buy |
26,857
+3,063
| +13% | +$193K | 0.07% | 156 |
|
|
2020
Q4 | $1.48M | Buy |
23,794
+1,437
| +6% | +$89.1K | 0.07% | 141 |
|
|
2020
Q3 | $1.35M | Sell |
22,357
-55
| -0.2% | -$3.32K | 0.07% | 145 |
|
|
2020
Q2 | $1.32M | Sell |
22,412
-6,179
| -22% | -$363K | 0.09% | 131 |
|
|
2020
Q1 | $1.59M | Buy |
28,591
+5,014
| +21% | +$280K | 0.13% | 107 |
|
|
2019
Q4 | $1.51M | Buy |
+23,577
| New | +$1.51M | 0.13% | 114 |
|