IFP
Independent Franchise Partners’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971M | Buy |
20,976,954
+3,583,163
| +21% | +$166M | 6.46% | 3 |
|
|
2025
Q1 | $1.06B | Buy |
17,393,791
+264,562
| +2% | +$16.1M | 7.57% | 2 |
|
|
2024
Q4 | $969M | Buy |
17,129,229
+2,944,879
| +21% | +$167M | 7.27% | 1 |
|
|
2024
Q3 | $734M | Sell |
14,184,350
-416,271
| -3% | -$21.5M | 6.47% | 5 |
|
|
2024
Q2 | $606M | Buy |
14,600,621
+556,295
| +4% | +$23.1M | 5.58% | 8 |
|
|
2024
Q1 | $762M | Sell |
14,044,326
-20,786
| -0.1% | -$1.13M | 6.3% | 5 |
|
|
2023
Q4 | $722M | Sell |
14,065,112
-684,567
| -5% | -$35.1M | 6.13% | 5 |
|
|
2023
Q3 | $856M | Buy |
14,749,679
+2,210,239
| +18% | +$128M | 7.42% | 2 |
|
|
2023
Q2 | $802M | Buy |
12,539,440
+755,208
| +6% | +$48.3M | 6.71% | 2 |
|
|
2023
Q1 | $817M | Sell |
11,784,232
-46,252
| -0.4% | -$3.21M | 7.35% | 2 |
|
|
2022
Q4 | $851M | Sell |
11,830,484
-214,010
| -2% | -$15.4M | 8.34% | 1 |
|
|
2022
Q3 | $856M | Sell |
12,044,494
-342,464
| -3% | -$24.3M | 9.01% | 1 |
|
|
2022
Q2 | $954M | Sell |
12,386,958
-2,656,135
| -18% | -$205M | 8.97% | 1 |
|
|
2022
Q1 | $1.1B | Sell |
15,043,093
-764,662
| -5% | -$55.8M | 8.68% | 1 |
|
|
2021
Q4 | $986M | Buy |
15,807,755
+3,192,337
| +25% | +$199M | 7.76% | 1 |
|
|
2021
Q3 | $746M | Sell |
12,615,418
-1,036,139
| -8% | -$61.3M | 5.87% | 5 |
|
|
2021
Q2 | $912M | Buy |
13,651,557
+3,282,292
| +32% | +$219M | 6.8% | 2 |
|
|
2021
Q1 | $655M | Buy |
10,369,265
+633,218
| +7% | +$40M | 5.21% | 8 |
|
|
2020
Q4 | $604M | Buy |
9,736,047
+133,098
| +1% | +$8.26M | 5.19% | 7 |
|
|
2020
Q3 | $579M | Sell |
9,602,949
-1,248,129
| -12% | -$75.2M | 5.74% | 5 |
|
|
2020
Q2 | $638M | Buy |
10,851,078
+1,948,073
| +22% | +$115M | 6.48% | 5 |
|
|
2020
Q1 | $496M | Buy |
8,903,005
+1,193,606
| +15% | +$66.5M | 6.12% | 4 |
|
|
2019
Q4 | $495M | Sell |
7,709,399
-167,601
| -2% | -$10.8M | 4.96% | 9 |
|
|
2019
Q3 | $399M | Buy |
+7,877,000
| New | +$399M | 4.07% | 14 |
|