Indiana Trust & Investment Management’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 | $559K | Buy |
12,085
+476
| +4% | +$22K | 0.19% | 95 |
|
|
2025
Q1 | $708K | Sell |
11,609
-500
| -4% | -$30.5K | 0.26% | 77 |
|
|
2024
Q4 | $685K | Hold |
12,109
| – | – | 0.23% | 77 |
|
|
2024
Q3 | $627K | Sell |
12,109
-1,982
| -14% | -$103K | 0.21% | 86 |
|
|
2024
Q2 | $585K | Sell |
14,091
-1,595
| -10% | -$66.2K | 0.21% | 83 |
|
|
2024
Q1 | $851K | Sell |
15,686
-158
| -1% | -$8.57K | 0.34% | 66 |
|
|
2023
Q4 | $813K | Sell |
15,844
-290
| -2% | -$14.9K | 0.37% | 66 |
|
|
2023
Q3 | $936K | Sell |
16,134
-1,157
| -7% | -$67.2K | 0.47% | 54 |
|
|
2023
Q2 | $1.11M | Sell |
17,291
-450
| -3% | -$28.8K | 0.56% | 37 |
|
|
2023
Q1 | $1.23M | Sell |
17,741
-237
| -1% | -$16.4K | 0.67% | 31 |
|
|
2022
Q4 | $1.29K | Sell |
17,978
-752
| -4% | -$54 | 0.73% | 34 |
|
|
2022
Q3 | $1.33M | Sell |
18,730
-1,429
| -7% | -$102K | 0.81% | 27 |
|
|
2022
Q2 | $1.55M | Hold |
20,159
| – | – | 0.87% | 24 |
|
|
2022
Q1 | $1.47M | Sell |
20,159
-275
| -1% | -$20.1K | 0.71% | 30 |
|
|
2021
Q4 | $1.27M | Sell |
20,434
-660
| -3% | -$41.1K | 0.59% | 37 |
|
|
2021
Q3 | $1.25M | Sell |
21,094
-725
| -3% | -$42.9K | 0.63% | 32 |
|
|
2021
Q2 | $1.35M | Buy |
21,819
+810
| +4% | +$50.2K | 0.74% | 31 |
|
|
2021
Q1 | $1.33M | Sell |
21,009
-810
| -4% | -$51.1K | 0.71% | 30 |
|
|
2020
Q4 | $1.35M | Sell |
21,819
-1,110
| -5% | -$68.8K | 0.74% | 31 |
|
|
2020
Q3 | $1.38M | Sell |
22,929
-455
| -2% | -$27.4K | 0.82% | 29 |
|
|
2020
Q2 | $1.38M | Hold |
23,384
| – | – | 0.85% | 27 |
|
|
2020
Q1 | $1.3M | Sell |
23,384
-75
| -0.3% | -$4.18K | 0.93% | 25 |
|
|
2019
Q4 | $1.51M | Buy |
23,459
+9,522
| +68% | +$611K | 0.84% | 30 |
|
|
2019
Q3 | $707K | Buy |
13,937
+50
| +0.4% | +$2.54K | 0.4% | 53 |
|
|
2019
Q2 | $630K | Hold |
13,887
| – | – | 0.35% | 62 |
|
|
2019
Q1 | $663K | Sell |
13,887
-1,050
| -7% | -$50.1K | 0.34% | 59 |
|
|
2018
Q4 | $776K | Buy |
14,937
+180
| +1% | +$9.35K | 0.43% | 55 |
|
|
2018
Q3 | $916K | Hold |
14,757
| – | – | 0.42% | 54 |
|
|
2018
Q2 | $817K | Sell |
14,757
-520
| -3% | -$28.8K | 0.39% | 55 |
|
|
2018
Q1 | $966K | Buy |
15,277
+1,455
| +11% | +$92K | 0.45% | 52 |
|
|
2017
Q4 | $847K | Buy |
13,822
+550
| +4% | +$33.7K | 0.39% | 56 |
|
|
2017
Q3 | $846K | Hold |
13,272
| – | – | 0.41% | 54 |
|
|
2017
Q2 | $740K | Buy |
13,272
+120
| +0.9% | +$6.69K | 0.36% | 60 |
|
|
2017
Q1 | $715K | Buy |
13,152
+200
| +2% | +$10.9K | 0.36% | 59 |
|
|
2016
Q4 | $757K | Hold |
12,952
| – | – | 0.39% | 57 |
|
|
2016
Q3 | $698K | Hold |
12,952
| – | – | 0.35% | 64 |
|
|
2016
Q2 | $953K | Hold |
12,952
| – | – | 0.48% | 53 |
|
|
2016
Q1 | $827K | Hold |
12,952
| – | – | 0.44% | 58 |
|
|
2015
Q4 | $765K | Hold |
12,952
| – | – | 0.4% | 65 |
|
|
2015
Q3 | $767K | Hold |
12,952
| – | – | 0.44% | 57 |
|
|
2015
Q2 | $862K | Hold |
12,952
| – | – | 0.45% | 58 |
|
|
2015
Q1 | $835K | Hold |
12,952
| – | – | 0.42% | 59 |
|
|
2014
Q4 | $765K | Hold |
12,952
| – | – | 0.4% | 65 |
|
|
2014
Q3 | $663K | Hold |
12,952
| – | – | 0.35% | 69 |
|
|
2014
Q2 | $628K | Hold |
12,952
| – | – | 0.36% | 72 |
|
|
2014
Q1 | $673K | Buy |
12,952
+1,500
| +13% | +$77.9K | 0.42% | 63 |
|
|
2013
Q4 | $609K | Hold |
11,452
| – | – | 0.35% | 64 |
|
|
2013
Q3 | $530K | Hold |
11,452
| – | – | 0.32% | 69 |
|
|
2013
Q2 | $512K | Buy |
+11,452
| New | +$512K | 0.42% | 67 |
|