J.P. Marvel Investment Advisors’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 | $7.6M | Sell |
164,224
-1,676
| -1% | -$77.6K | 1.22% | 24 |
|
|
2025
Q1 | $10.1M | Buy |
165,900
+6,556
| +4% | +$400K | 1.75% | 19 |
|
|
2024
Q4 | $9.01M | Sell |
159,344
-730
| -0.5% | -$41.3K | 1.49% | 19 |
|
|
2024
Q3 | $8.28M | Sell |
160,074
-4,000
| -2% | -$207K | 1.35% | 22 |
|
|
2024
Q2 | $6.81M | Sell |
164,074
-3,017
| -2% | -$125K | 1.12% | 24 |
|
|
2024
Q1 | $9.06M | Sell |
167,091
-1,305
| -0.8% | -$70.8K | 1.57% | 21 |
|
|
2023
Q4 | $8.64M | Sell |
168,396
-6,124
| -4% | -$314K | 1.71% | 20 |
|
|
2023
Q3 | $10.1M | Sell |
174,520
-4,344
| -2% | -$252K | 2.18% | 16 |
|
|
2023
Q2 | $11.4M | Sell |
178,864
-427
| -0.2% | -$27.3K | 2.39% | 12 |
|
|
2023
Q1 | $12.4M | Sell |
179,291
-90
| -0.1% | -$6.24K | 2.8% | 12 |
|
|
2022
Q4 | $12.9M | Sell |
179,381
-76
| -0% | -$5.47K | 3.03% | 10 |
|
|
2022
Q3 | $12.8M | Sell |
179,457
-330
| -0.2% | -$23.5K | 3.25% | 7 |
|
|
2022
Q2 | $13.8M | Hold |
179,787
| – | – | 3.33% | 7 |
|
|
2022
Q1 | $13.1M | Buy |
179,787
+809
| +0.5% | +$59.1K | 2.67% | 12 |
|
|
2021
Q4 | $11.2M | Buy |
+178,978
| New | +$11.2M | 2.18% | 20 |
|
|
2021
Q3 | – | Sell |
-182,488
| Closed | -$12.2M | – | 68 |
|
|
2021
Q2 | $12.2M | Buy |
182,488
+50
| +0% | +$3.34K | 2.59% | 12 |
|
|
2021
Q1 | $11.5M | Hold |
182,438
| – | – | 2.73% | 9 |
|
|
2020
Q4 | $11.3M | Buy |
182,438
+1,229
| +0.7% | +$76.2K | 2.93% | 9 |
|
|
2020
Q3 | $10.9M | Sell |
181,209
-260
| -0.1% | -$15.7K | 3.14% | 7 |
|
|
2020
Q2 | $10.7M | Sell |
181,469
-46
| -0% | -$2.71K | 3.37% | 6 |
|
|
2020
Q1 | $10.1M | Buy |
181,515
+1,125
| +0.6% | +$62.7K | 3.83% | 7 |
|
|
2019
Q4 | $11.6M | Buy |
180,390
+73,118
| +68% | +$4.69M | 3.35% | 8 |
|
|
2019
Q3 | $5.44M | Buy |
+107,272
| New | +$5.44M | 1.74% | 23 |
|
|
2019
Q1 | $5.15M | Sell |
107,907
-90
| -0.1% | -$4.29K | 1.67% | 25 |
|
|
2018
Q4 | $5.61M | Buy |
+107,997
| New | +$5.61M | 2.02% | 19 |
|
|
2018
Q2 | $5.94M | Sell |
107,242
-520
| -0.5% | -$28.8K | 1.82% | 21 |
|
|
2018
Q1 | $6.82M | Hold |
107,762
| – | – | 2.1% | 17 |
|
|
2017
Q4 | $6.6M | Sell |
107,762
-162
| -0.2% | -$9.93K | 2.01% | 19 |
|
|
2017
Q3 | $6.88M | Buy |
107,924
+18,439
| +21% | +$1.18M | 2.19% | 18 |
|
|
2017
Q2 | $4.99M | Sell |
89,485
-40
| -0% | -$2.23K | 1.65% | 24 |
|
|
2017
Q1 | $4.87M | Sell |
89,525
-3,217
| -3% | -$175K | 1.61% | 24 |
|
|
2016
Q4 | $5.42M | Sell |
92,742
-48,760
| -34% | -$2.85M | 1.85% | 21 |
|
|
2016
Q3 | $7.63M | Sell |
141,502
-56,560
| -29% | -$3.05M | 2.71% | 11 |
|
|
2016
Q2 | $14.6M | Sell |
198,062
-3,842
| -2% | -$283K | 5.1% | 1 |
|
|
2016
Q1 | $12.9M | Sell |
201,904
-4,337
| -2% | -$277K | 4.65% | 2 |
|
|
2015
Q4 | $14.2M | Buy |
+206,241
| New | +$14.2M | 4.94% | 1 |
|
|
2015
Q2 | $14M | Sell |
210,311
-2,475
| -1% | -$165K | 4.71% | 1 |
|
|
2015
Q1 | $13.7M | Hold |
212,786
| – | – | 4.67% | 1 |
|
|
2014
Q4 | $12.6M | Sell |
212,786
-160
| -0.1% | -$9.45K | 4.37% | 1 |
|
|
2014
Q3 | $10.9M | Sell |
212,946
-2,697
| -1% | -$138K | 3.94% | 2 |
|
|
2014
Q2 | $10.5M | Sell |
215,643
-1,470
| -0.7% | -$71.3K | 3.56% | 3 |
|
|
2014
Q1 | $11.3M | Sell |
217,113
-1,430
| -0.7% | -$74.3K | 3.97% | 2 |
|
|
2013
Q4 | $11.6M | Sell |
218,543
-270
| -0.1% | -$14.4K | 4.16% | 1 |
|
|
2013
Q3 | $10.1M | Sell |
218,813
-310
| -0.1% | -$14.3K | 3.93% | 1 |
|
|
2013
Q2 | $9.79M | Buy |
+219,123
| New | +$9.79M | 4.08% | 1 |
|