Investors Asset Management of Georgia’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 | $444K | Buy |
9,598
+1,190
| +14% | +$55.1K | 0.21% | 102 |
|
2025
Q1 | $513K | Sell |
8,408
-149
| -2% | -$9.09K | 0.26% | 89 |
|
2024
Q4 | $484K | Buy |
8,557
+785
| +10% | +$44.4K | 0.24% | 91 |
|
2024
Q3 | $402K | Sell |
7,772
-300
| -4% | -$15.5K | 0.19% | 102 |
|
2024
Q2 | $335K | Buy |
8,072
+326
| +4% | +$13.5K | 0.16% | 116 |
|
2024
Q1 | $420K | Buy |
7,746
+1,445
| +23% | +$78.4K | 0.2% | 102 |
|
2023
Q4 | $323K | Sell |
6,301
-168
| -3% | -$8.62K | 0.16% | 111 |
|
2023
Q3 | $370K | Sell |
6,469
-149
| -2% | -$8.53K | 0.2% | 108 |
|
2023
Q2 | $423K | Hold |
6,618
| – | – | 0.22% | 101 |
|
2023
Q1 | $459K | Hold |
6,618
| – | – | 0.24% | 96 |
|
2022
Q4 | $476K | Sell |
6,618
-133
| -2% | -$9.57K | 0.25% | 97 |
|
2022
Q3 | $480K | Hold |
6,751
| – | – | 0.25% | 95 |
|
2022
Q2 | $520K | Hold |
6,751
| – | – | 0.27% | 86 |
|
2022
Q1 | $493K | Buy |
6,751
+100
| +2% | +$7.3K | 0.25% | 106 |
|
2021
Q4 | $415K | Hold |
6,651
| – | – | 0.2% | 113 |
|
2021
Q3 | $394K | Sell |
6,651
-100
| -1% | -$5.92K | 0.2% | 110 |
|
2021
Q2 | $451K | Hold |
6,751
| – | – | 0.24% | 97 |
|
2021
Q1 | $426K | Hold |
6,751
| – | – | 0.25% | 99 |
|
2020
Q4 | $419K | Sell |
6,751
-150
| -2% | -$9.31K | 0.28% | 84 |
|
2020
Q3 | $416K | Buy |
6,901
+375
| +6% | +$22.6K | 0.28% | 81 |
|
2020
Q2 | $384K | Sell |
6,526
-100
| -2% | -$5.88K | 0.27% | 85 |
|
2020
Q1 | $369K | Hold |
6,626
| – | – | 0.3% | 73 |
|
2019
Q4 | $425K | Buy |
6,626
+50
| +0.8% | +$3.21K | 0.26% | 90 |
|
2019
Q3 | $333K | Buy |
6,576
+185
| +3% | +$9.37K | 0.21% | 108 |
|
2019
Q2 | $290K | Buy |
6,391
+590
| +10% | +$26.8K | 0.2% | 114 |
|
2019
Q1 | $277K | Buy |
5,801
+125
| +2% | +$5.97K | 0.19% | 116 |
|
2018
Q4 | $295K | Sell |
5,676
-1,087
| -16% | -$56.5K | 0.24% | 105 |
|
2018
Q3 | $420K | Buy |
6,763
+50
| +0.7% | +$3.11K | 0.29% | 86 |
|
2018
Q2 | $371K | Buy |
6,713
+150
| +2% | +$8.29K | 0.27% | 97 |
|
2018
Q1 | $415K | Buy |
6,563
+115
| +2% | +$7.27K | 0.31% | 82 |
|
2017
Q4 | $395K | Sell |
6,448
-240
| -4% | -$14.7K | 0.28% | 90 |
|
2017
Q3 | $426K | Sell |
6,688
-300
| -4% | -$19.1K | 0.31% | 79 |
|
2017
Q2 | $389K | Buy |
6,988
+1,125
| +19% | +$62.6K | 0.27% | 88 |
|
2017
Q1 | $319K | Buy |
5,863
+1,385
| +31% | +$75.4K | 0.22% | 101 |
|
2016
Q4 | $262K | Buy |
+4,478
| New | +$262K | 0.19% | 110 |
|
2016
Q3 | – | Sell |
-3,283
| Closed | -$241K | – | 135 |
|
2016
Q2 | $241K | Buy |
3,283
+125
| +4% | +$9.18K | 0.19% | 112 |
|
2016
Q1 | $202K | Hold |
3,158
| – | – | 0.17% | 118 |
|
2015
Q4 | $217K | Buy |
+3,158
| New | +$217K | 0.18% | 111 |
|
2015
Q3 | – | Sell |
-3,185
| Closed | -$212K | – | 130 |
|
2015
Q2 | $212K | Hold |
3,185
| – | – | 0.18% | 118 |
|
2015
Q1 | $205K | Buy |
+3,185
| New | +$205K | 0.17% | 121 |
|