Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $112K | Buy |
2,702
+1,014
| +60% | +$42.1K | 0.02% | 182 |
|
|
2024
Q1 | $91.5K | Sell |
1,688
-347
| -17% | -$18.8K | 0.01% | 193 |
|
|
2023
Q4 | $104K | Buy |
2,035
+404
| +25% | +$20.7K | 0.02% | 184 |
|
|
2023
Q3 | $94.7K | Hold |
1,631
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $104K | Buy |
1,631
+39
| +2% | +$2.49K | 0.02% | 179 |
|
|
2023
Q1 | $110K | Hold |
1,592
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $115K | Sell |
1,592
-47
| -3% | -$3.38K | 0.02% | 162 |
|
|
2022
Q3 | $117K | Hold |
1,639
| – | – | 0.02% | 157 |
|
|
2022
Q2 | $126K | Sell |
1,639
-149
| -8% | -$11.5K | 0.02% | 157 |
|
|
2022
Q1 | $131K | Hold |
1,788
| – | – | 0.02% | 172 |
|
|
2021
Q4 | $111K | Buy |
1,788
+4
| +0.2% | +$248 | 0.02% | 197 |
|
|
2021
Q3 | $106K | Buy |
1,784
+349
| +24% | +$20.7K | 0.02% | 232 |
|
|
2021
Q2 | $96K | Hold |
1,435
| – | – | 0.02% | 246 |
|
|
2021
Q1 | $91K | Hold |
1,435
| – | – | 0.02% | 276 |
|
|
2020
Q4 | $89K | Sell |
1,435
-196
| -12% | -$12.2K | 0.02% | 259 |
|
|
2020
Q3 | $98K | Sell |
1,631
-82
| -5% | -$4.93K | 0.02% | 226 |
|
|
2020
Q2 | $101K | Sell |
1,713
-17
| -1% | -$1K | 0.02% | 231 |
|
|
2020
Q1 | $96K | Sell |
1,730
-34
| -2% | -$1.89K | 0.02% | 205 |
|
|
2019
Q4 | $113K | Buy |
1,764
+80
| +5% | +$5.13K | 0.02% | 216 |
|
|
2019
Q3 | $85K | Buy |
1,684
+19
| +1% | +$959 | 0.02% | 236 |
|
|
2019
Q2 | $76K | Hold |
1,665
| – | – | 0.02% | 265 |
|
|
2019
Q1 | $79K | Hold |
1,665
| – | – | 0.02% | 268 |
|
|
2018
Q4 | $87K | Sell |
1,665
-63
| -4% | -$3.29K | 0.02% | 243 |
|
|
2018
Q3 | $107K | Buy |
1,728
+60
| +4% | +$3.72K | 0.02% | 251 |
|
|
2018
Q2 | $92K | Hold |
1,668
| – | – | 0.02% | 276 |
|
|
2018
Q1 | $106K | Buy |
+1,668
| New | +$106K | 0.02% | 231 |
|