Ironwood Investment Counsel’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 | $216K | Buy |
4,667
+96
| +2% | +$4.44K | 0.03% | 240 |
|
2025
Q1 | $279K | Sell |
4,571
-262
| -5% | -$16K | 0.05% | 205 |
|
2024
Q4 | $273K | Sell |
4,833
-97
| -2% | -$5.49K | 0.05% | 213 |
|
2024
Q3 | $255K | Hold |
4,930
| – | – | 0.04% | 227 |
|
2024
Q2 | $205K | Hold |
4,930
| – | – | 0.04% | 246 |
|
2024
Q1 | $267K | Hold |
4,930
| – | – | 0.05% | 224 |
|
2023
Q4 | $253K | Buy |
+4,930
| New | +$253K | 0.05% | 216 |
|
2016
Q3 | – | Sell |
-5,560
| Closed | -$409K | – | 146 |
|
2016
Q2 | $409K | Sell |
5,560
-300
| -5% | -$22.1K | 0.24% | 88 |
|
2016
Q1 | $374K | Hold |
5,860
| – | – | 0.2% | 94 |
|
2015
Q4 | $403K | Buy |
5,860
+200
| +4% | +$13.8K | 0.23% | 88 |
|
2015
Q3 | $335K | Buy |
5,660
+100
| +2% | +$5.92K | 0.18% | 96 |
|
2015
Q2 | $370K | Hold |
5,560
| – | – | 0.19% | 95 |
|
2015
Q1 | $359K | Hold |
5,560
| – | – | 0.18% | 100 |
|
2014
Q4 | $328K | Buy |
+5,560
| New | +$328K | 0.17% | 104 |
|