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 |
|