KCM 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 | $967K | Sell |
20,883
-269
| -1% | -$12.5K | 0.03% | 215 |
|
|
2025
Q1 | $1.29M | Sell |
21,152
-324
| -2% | -$19.8K | 0.05% | 185 |
|
|
2024
Q4 | $1.21M | Sell |
21,476
-622
| -3% | -$35.2K | 0.04% | 190 |
|
|
2024
Q3 | $1.14M | Sell |
22,098
-880
| -4% | -$45.5K | 0.04% | 200 |
|
|
2024
Q2 | $954K | Sell |
22,978
-2,375
| -9% | -$98.6K | 0.03% | 215 |
|
|
2024
Q1 | $1.37M | Sell |
25,353
-26,681
| -51% | -$1.45M | 0.05% | 191 |
|
|
2023
Q4 | $2.67M | Sell |
52,034
-13,784
| -21% | -$707K | 0.11% | 131 |
|
|
2023
Q3 | $3.82M | Sell |
65,818
-2,700
| -4% | -$157K | 0.16% | 106 |
|
|
2023
Q2 | $4.38M | Sell |
68,518
-20,656
| -23% | -$1.32M | 0.18% | 105 |
|
|
2023
Q1 | $6.18M | Buy |
89,174
+8,421
| +10% | +$584K | 0.25% | 91 |
|
|
2022
Q4 | $5.81M | Sell |
80,753
-2,300
| -3% | -$165K | 0.25% | 90 |
|
|
2022
Q3 | $5.9M | Sell |
83,053
-171
| -0.2% | -$12.2K | 0.27% | 85 |
|
|
2022
Q2 | $6.41M | Sell |
83,224
-4,401
| -5% | -$339K | 0.28% | 83 |
|
|
2022
Q1 | $6.4M | Sell |
87,625
-2,958
| -3% | -$216K | 0.23% | 94 |
|
|
2021
Q4 | $5.65M | Sell |
90,583
-4,682
| -5% | -$292K | 0.2% | 102 |
|
|
2021
Q3 | $5.64M | Sell |
95,265
-925
| -1% | -$54.7K | 0.22% | 94 |
|
|
2021
Q2 | $6.43M | Sell |
96,190
-9,509
| -9% | -$635K | 0.26% | 85 |
|
|
2021
Q1 | $6.67M | Sell |
105,699
-2,986
| -3% | -$189K | 0.3% | 80 |
|
|
2020
Q4 | $6.74M | Sell |
108,685
-4,243
| -4% | -$263K | 0.33% | 73 |
|
|
2020
Q3 | $6.81M | Sell |
112,928
-12,867
| -10% | -$776K | 0.38% | 60 |
|
|
2020
Q2 | $7.4M | Buy |
125,795
+7,585
| +6% | +$446K | 0.42% | 59 |
|
|
2020
Q1 | $6.59M | Sell |
118,210
-6,595
| -5% | -$368K | 0.44% | 62 |
|
|
2019
Q4 | $8.01M | Sell |
124,805
-9,176
| -7% | -$589K | 0.44% | 64 |
|
|
2019
Q3 | $6.79M | Sell |
133,981
-22,201
| -14% | -$1.13M | 0.39% | 72 |
|
|
2019
Q2 | $7.08M | Sell |
156,182
-11,862
| -7% | -$538K | 0.42% | 70 |
|
|
2019
Q1 | $8.02M | Sell |
168,044
-9,548
| -5% | -$456K | 0.52% | 58 |
|
|
2018
Q4 | $9.23M | Sell |
177,592
-6,213
| -3% | -$323K | 0.61% | 46 |
|
|
2018
Q3 | $11.4M | Sell |
183,805
-8,163
| -4% | -$507K | 0.65% | 43 |
|
|
2018
Q2 | $10.6M | Sell |
191,968
-84,456
| -31% | -$4.67M | 0.65% | 40 |
|
|
2018
Q1 | $17.5M | Sell |
276,424
-6,121
| -2% | -$387K | 1.06% | 23 |
|
|
2017
Q4 | $17.3M | Sell |
282,545
-9,890
| -3% | -$606K | 1.01% | 24 |
|
|
2017
Q3 | $18.6M | Sell |
292,435
-2,655
| -0.9% | -$169K | 1.14% | 14 |
|
|
2017
Q2 | $16.4M | Sell |
295,090
-2,576
| -0.9% | -$144K | 1.03% | 20 |
|
|
2017
Q1 | $16.2M | Buy |
297,666
+2,270
| +0.8% | +$123K | 1.03% | 17 |
|
|
2016
Q4 | $17.3M | Sell |
295,396
-4,320
| -1% | -$252K | 1.16% | 14 |
|
|
2016
Q3 | $16.2M | Buy |
299,716
+9,715
| +3% | +$524K | 1.11% | 13 |
|
|
2016
Q2 | $21.3M | Buy |
290,001
+250
| +0.1% | +$18.4K | 1.49% | 9 |
|
|
2016
Q1 | $18.5M | Buy |
289,751
+8,280
| +3% | +$529K | 1.36% | 9 |
|
|
2015
Q4 | $19.4M | Buy |
281,471
+3,147
| +1% | +$216K | 1.53% | 8 |
|
|
2015
Q3 | $16.5M | Buy |
278,324
+8,442
| +3% | +$500K | 1.37% | 8 |
|
|
2015
Q2 | $18M | Buy |
269,882
+3,892
| +1% | +$259K | 1.43% | 8 |
|
|
2015
Q1 | $17.2M | Buy |
265,990
+441
| +0.2% | +$28.4K | 1.37% | 8 |
|
|
2014
Q4 | $15.7M | Buy |
265,549
+10,787
| +4% | +$637K | 1.32% | 8 |
|
|
2014
Q3 | $13M | Buy |
254,762
+5,410
| +2% | +$277K | 1.19% | 12 |
|
|
2014
Q2 | $12.1M | Buy |
249,352
+14,891
| +6% | +$722K | 1.13% | 11 |
|
|
2014
Q1 | $12.2M | Buy |
234,461
+3,746
| +2% | +$195K | 1.26% | 11 |
|
|
2013
Q4 | $12.3M | Buy |
230,715
+6,261
| +3% | +$333K | 1.33% | 11 |
|
|
2013
Q3 | $10.4M | Sell |
224,454
-10,463
| -4% | -$484K | 1.24% | 12 |
|
|
2013
Q2 | $10.5M | Buy |
+234,917
| New | +$10.5M | 1.27% | 11 |
|