Ironwood Investment 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
2025
Q2
$280K Sell
6,047
-192
-3% -$8.89K 0.14% 130
2025
Q1
$381K Hold
6,239
0.21% 115
2024
Q4
$353K Hold
6,239
0.18% 125
2024
Q3
$323K Hold
6,239
0.16% 131
2024
Q2
$259K Hold
6,239
0.14% 134
2024
Q1
$338K Hold
6,239
0.17% 129
2023
Q4
$320K Hold
6,239
0.17% 127
2023
Q3
$362K Hold
6,239
0.22% 107
2023
Q2
$399K Hold
6,239
0.23% 110
2023
Q1
$432K Hold
6,239
0.27% 106
2022
Q4
$449K Hold
6,239
0.3% 103
2022
Q3
$444K Hold
6,239
0.31% 104
2022
Q2
$480K Sell
6,239
-3,200
-34% -$246K 0.32% 101
2022
Q1
$689K Hold
9,439
0.37% 93
2021
Q4
$589K Hold
9,439
0.29% 109
2021
Q3
$559K Hold
9,439
0.29% 109
2021
Q2
$631K Hold
9,439
0.32% 105
2021
Q1
$596K Hold
9,439
0.32% 107
2020
Q4
$586K Hold
9,439
0.34% 98
2020
Q3
$569K Hold
9,439
0.41% 90
2020
Q2
$555K Sell
9,439
-800
-8% -$47K 0.43% 91
2020
Q1
$571K Hold
10,239
0.57% 67
2019
Q4
$657K Sell
10,239
-1,166
-10% -$74.8K 0.45% 80
2019
Q3
$578K Buy
11,405
+4,300
+61% +$218K 0.43% 86
2019
Q2
$322K Hold
7,105
0.25% 120
2019
Q1
$339K Hold
7,105
0.28% 118
2018
Q4
$369K Hold
7,105
0.34% 111
2018
Q3
$441K Hold
7,105
0.31% 115
2018
Q2
$393K Hold
7,105
0.28% 125
2018
Q1
$449K Hold
7,105
0.33% 112
2017
Q4
$435K Hold
7,105
0.31% 118
2017
Q3
$453K Hold
7,105
0.32% 113
2017
Q2
$396K Hold
7,105
0.29% 119
2017
Q1
$386K Hold
7,105
0.29% 116
2016
Q4
$415K Hold
7,105
0.3% 116
2016
Q3
$383K Hold
7,105
0.29% 120
2016
Q2
$523K Sell
7,105
-75
-1% -$5.52K 0.39% 104
2016
Q1
$459K Sell
7,180
-1,500
-17% -$95.9K 0.3% 114
2015
Q4
$597K Hold
8,680
0.25% 105
2015
Q3
$514K Sell
8,680
-750
-8% -$44.4K 0.19% 116
2015
Q2
$627K Hold
9,430
0.14% 114
2015
Q1
$608K Sell
9,430
-2,170
-19% -$140K 0.11% 121
2014
Q4
$685K Hold
11,600
0.12% 118
2014
Q3
$594K Hold
11,600
0.11% 127
2014
Q2
$563K Hold
11,600
0.09% 131
2014
Q1
$603K Hold
11,600
0.09% 121
2013
Q4
$617K Sell
11,600
-832
-7% -$44.3K 0.09% 122
2013
Q3
$575K Hold
12,432
0.09% 121
2013
Q2
$556K Buy
+12,432
New +$556K 0.1% 120