Investment House LLC’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 | $1.48M | Sell |
31,999
-19,186
| -37% | -$888K | 0.07% | 127 |
|
|
2025
Q1 | $3.12M | Sell |
51,185
-724
| -1% | -$44.2K | 0.18% | 94 |
|
|
2024
Q4 | $2.94M | Buy |
51,909
+1,849
| +4% | +$105K | 0.16% | 95 |
|
|
2024
Q3 | $2.59M | Buy |
50,060
+4,665
| +10% | +$241K | 0.14% | 104 |
|
|
2024
Q2 | $1.89M | Buy |
45,395
+12,825
| +39% | +$533K | 0.11% | 107 |
|
|
2024
Q1 | $1.77M | Buy |
32,570
+12,575
| +63% | +$682K | 0.1% | 106 |
|
|
2023
Q4 | $1.03M | Sell |
19,995
-4,868
| -20% | -$250K | 0.07% | 120 |
|
|
2023
Q3 | $1.44M | Sell |
24,863
-10,027
| -29% | -$582K | 0.11% | 103 |
|
|
2023
Q2 | $2.23M | Sell |
34,890
-25,000
| -42% | -$1.6M | 0.17% | 89 |
|
|
2023
Q1 | $4.15M | Sell |
59,890
-585
| -1% | -$40.5K | 0.34% | 70 |
|
|
2022
Q4 | $4.35M | Sell |
60,475
-4,290
| -7% | -$309K | 0.41% | 64 |
|
|
2022
Q3 | $4.6M | Buy |
64,765
+2,563
| +4% | +$182K | 0.43% | 60 |
|
|
2022
Q2 | $4.79M | Buy |
62,202
+15,275
| +33% | +$1.18M | 0.42% | 61 |
|
|
2022
Q1 | $3.43M | Sell |
46,927
-8,839
| -16% | -$645K | 0.25% | 72 |
|
|
2021
Q4 | $3.48M | Sell |
55,766
-9,680
| -15% | -$604K | 0.22% | 75 |
|
|
2021
Q3 | $3.87M | Buy |
65,446
+713
| +1% | +$42.2K | 0.28% | 67 |
|
|
2021
Q2 | $4.33M | Buy |
64,733
+5,195
| +9% | +$347K | 0.3% | 66 |
|
|
2021
Q1 | $3.76M | Buy |
59,538
+3,631
| +6% | +$229K | 0.29% | 69 |
|
|
2020
Q4 | $3.47M | Buy |
55,907
+8,540
| +18% | +$530K | 0.24% | 75 |
|
|
2020
Q3 | $2.86M | Buy |
47,367
+1,760
| +4% | +$106K | 0.22% | 75 |
|
|
2020
Q2 | $2.68M | Buy |
45,607
+2,472
| +6% | +$145K | 0.24% | 78 |
|
|
2020
Q1 | $2.4M | Buy |
43,135
+5,727
| +15% | +$319K | 0.27% | 75 |
|
|
2019
Q4 | $2.4M | Buy |
37,408
+16,614
| +80% | +$1.07M | 0.22% | 83 |
|
|
2019
Q3 | $1.05M | Sell |
20,794
-2,050
| -9% | -$104K | 0.11% | 108 |
|
|
2019
Q2 | $1.04M | Sell |
22,844
-7,360
| -24% | -$334K | 0.11% | 102 |
|
|
2019
Q1 | $1.44M | Sell |
30,204
-6,025
| -17% | -$287K | 0.16% | 98 |
|
|
2018
Q4 | $1.88M | Sell |
36,229
-3,275
| -8% | -$170K | 0.23% | 84 |
|
|
2018
Q3 | $2.45M | Sell |
39,504
-200
| -0.5% | -$12.4K | 0.26% | 83 |
|
|
2018
Q2 | $2.2M | Buy |
39,704
+100
| +0.3% | +$5.53K | 0.25% | 85 |
|
|
2018
Q1 | $2.51M | Sell |
39,604
-500
| -1% | -$31.6K | 0.31% | 80 |
|
|
2017
Q4 | $2.46M | Sell |
40,104
-925
| -2% | -$56.7K | 0.3% | 81 |
|
|
2017
Q3 | $2.62M | Buy |
41,029
+600
| +1% | +$38.2K | 0.34% | 77 |
|
|
2017
Q2 | $2.25M | Buy |
40,429
+455
| +1% | +$25.4K | 0.3% | 80 |
|
|
2017
Q1 | $2.17M | Sell |
39,974
-1,135
| -3% | -$61.7K | 0.31% | 83 |
|
|
2016
Q4 | $2.4M | Sell |
41,109
-3,395
| -8% | -$198K | 0.37% | 79 |
|
|
2016
Q3 | $2.4M | Sell |
44,504
-21,940
| -33% | -$1.18M | 0.36% | 80 |
|
|
2016
Q2 | $4.89M | Buy |
66,444
+5,450
| +9% | +$401K | 0.78% | 48 |
|
|
2016
Q1 | $3.9M | Buy |
60,994
+2,025
| +3% | +$129K | 0.62% | 57 |
|
|
2015
Q4 | $4.06M | Buy |
58,969
+3,130
| +6% | +$215K | 0.66% | 52 |
|
|
2015
Q3 | $3.31M | Buy |
55,839
+1,450
| +3% | +$85.8K | 0.58% | 62 |
|
|
2015
Q2 | $3.62M | Buy |
54,389
+22,475
| +70% | +$1.5M | 0.58% | 65 |
|
|
2015
Q1 | $2.06M | Hold |
31,914
| – | – | 0.33% | 86 |
|
|
2014
Q4 | $1.88M | Sell |
31,914
-436
| -1% | -$25.7K | 0.3% | 84 |
|
|
2014
Q3 | $1.66M | Hold |
32,350
| – | – | 0.28% | 89 |
|
|
2014
Q2 | $1.57M | Buy |
32,350
+500
| +2% | +$24.3K | 0.27% | 89 |
|
|
2014
Q1 | $1.65M | Buy |
31,850
+1,475
| +5% | +$76.6K | 0.29% | 86 |
|
|
2013
Q4 | $1.61M | Buy |
30,375
+1,700
| +6% | +$90.3K | 0.29% | 81 |
|
|
2013
Q3 | $1.33M | Buy |
28,675
+200
| +0.7% | +$9.26K | 0.27% | 81 |
|
|
2013
Q2 | $1.27M | Buy |
+28,475
| New | +$1.27M | 0.28% | 81 |
|