KMG Fiduciary Partners’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 | $1.91M | Buy |
41,364
+1,961
| +5% | +$90.8K | 0.14% | 138 |
|
|
2025
Q1 | $2.4M | Buy |
39,403
+4,193
| +12% | +$256K | 0.2% | 112 |
|
|
2024
Q4 | $1.99M | Buy |
35,210
+4,144
| +13% | +$234K | 0.16% | 126 |
|
|
2024
Q3 | $1.61M | Buy |
31,066
+618
| +2% | +$32K | 0.14% | 142 |
|
|
2024
Q2 | $1.26M | Buy |
30,448
+2,944
| +11% | +$122K | 0.12% | 131 |
|
|
2024
Q1 | $1.49M | Buy |
27,504
+1,092
| +4% | +$59.2K | 0.15% | 123 |
|
|
2023
Q4 | $1.36M | Sell |
26,412
-4,767
| -15% | -$245K | 0.16% | 126 |
|
|
2023
Q3 | $1.81M | Sell |
31,179
-1,699
| -5% | -$98.6K | 0.24% | 98 |
|
|
2023
Q2 | $2.1M | Buy |
32,878
+73
| +0.2% | +$4.67K | 0.27% | 89 |
|
|
2023
Q1 | $2.27M | Buy |
32,805
+1,424
| +5% | +$98.7K | 0.33% | 80 |
|
|
2022
Q4 | $2.26M | Buy |
31,381
+3,683
| +13% | +$265K | 0.37% | 77 |
|
|
2022
Q3 | $1.97M | Sell |
27,698
-4,647
| -14% | -$330K | 0.38% | 72 |
|
|
2022
Q2 | $2.49M | Buy |
32,345
+421
| +1% | +$32.4K | 0.46% | 56 |
|
|
2022
Q1 | $2.33M | Buy |
31,924
+4,411
| +16% | +$322K | 0.37% | 69 |
|
|
2021
Q4 | $1.72M | Sell |
27,513
-1,907
| -6% | -$119K | 0.27% | 89 |
|
|
2021
Q3 | $1.74M | Sell |
29,420
-1,068
| -4% | -$63.2K | 0.3% | 81 |
|
|
2021
Q2 | $2.04M | Buy |
30,488
+988
| +3% | +$66K | 0.36% | 63 |
|
|
2021
Q1 | $1.86M | Buy |
29,500
+4,589
| +18% | +$290K | 0.36% | 62 |
|
|
2020
Q4 | $1.53M | Buy |
24,911
+3,618
| +17% | +$223K | 0.32% | 71 |
|
|
2020
Q3 | $1.28M | Buy |
21,293
+6,319
| +42% | +$381K | 0.32% | 70 |
|
|
2020
Q2 | $880K | Buy |
14,974
+7,506
| +101% | +$441K | 0.24% | 79 |
|
|
2020
Q1 | $416K | Buy |
7,468
+1,136
| +18% | +$63.3K | 0.14% | 95 |
|
|
2019
Q4 | $406K | Buy |
6,332
+1,312
| +26% | +$84.1K | 0.12% | 93 |
|
|
2019
Q3 | $255K | Hold |
5,020
| – | – | 0.09% | 102 |
|
|
2019
Q2 | $228K | Sell |
5,020
-142
| -3% | -$6.45K | 0.08% | 101 |
|
|
2019
Q1 | $246K | Hold |
5,162
| – | – | 0.09% | 103 |
|
|
2018
Q4 | $268K | Buy |
+5,162
| New | +$268K | 0.12% | 82 |
|