Ironwood Financial’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 | $551K | Hold |
9,029
| – | – | 0.12% | 105 |
|
|
2025
Q1 | $551K | Hold |
9,029
| – | – | 0.12% | 105 |
|
|
2024
Q4 | $511K | Hold |
9,029
| – | – | 0.11% | 107 |
|
|
2024
Q3 | $467K | Sell |
9,029
-592
| -6% | -$30.6K | 0.1% | 107 |
|
|
2024
Q2 | $400K | Sell |
9,621
-4,352
| -31% | -$181K | 0.09% | 115 |
|
|
2024
Q1 | $758K | Hold |
13,973
| – | – | 0.17% | 86 |
|
|
2023
Q4 | $717K | Hold |
13,973
| – | – | 0.17% | 85 |
|
|
2023
Q3 | $811K | Buy |
13,973
+150
| +1% | +$8.71K | 0.22% | 68 |
|
|
2023
Q2 | $884K | Hold |
13,823
| – | – | 0.23% | 67 |
|
|
2023
Q1 | $958K | Hold |
13,823
| – | – | 0.27% | 63 |
|
|
2022
Q4 | $995K | Hold |
13,823
| – | – | 0.31% | 59 |
|
|
2022
Q3 | $983K | Hold |
13,823
| – | – | 0.33% | 57 |
|
|
2022
Q2 | $1.06M | Hold |
13,823
| – | – | 0.34% | 56 |
|
|
2022
Q1 | $1.01M | Hold |
13,823
| – | – | 0.28% | 64 |
|
|
2021
Q4 | $862K | Hold |
13,823
| – | – | 0.24% | 68 |
|
|
2021
Q3 | $818K | Buy |
13,823
+1,717
| +14% | +$102K | 0.24% | 68 |
|
|
2021
Q2 | $809K | Hold |
12,106
| – | – | 0.24% | 65 |
|
|
2021
Q1 | $764K | Hold |
12,106
| – | – | 0.25% | 65 |
|
|
2020
Q4 | $751K | Buy |
12,106
+11,982
| +9,663% | +$743K | 0.28% | 62 |
|
|
2020
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 285 |
|
|
2020
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 272 |
|
|
2020
Q1 | $7K | Buy |
124
+40
| +48% | +$2.26K | ﹤0.01% | 238 |
|
|
2019
Q4 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 308 |
|
|
2015
Q1 | – | Sell |
-5
| Closed | – | – | 335 |
|
|
2014
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 315 |
|