KMG Fiduciary Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-43,677
| Closed | -$2.65M | – | 216 |
|
|
2026
Q1 | $2.65M | Buy |
43,677
+527
| +1% | +$30.7K | 0.2% | 114 |
|
|
2025
Q4 | $2.33M | Buy |
43,150
+592
| +1% | +$28.5K | 0.17% | 120 |
|
|
2025
Q3 | $1.92M | Buy |
42,558
+1,194
| +3% | +$55.8K | 0.13% | 142 |
|
|
2025
Q2 | $1.91M | Buy |
41,364
+1,961
| +5% | +$96.3K | 0.14% | 138 |
|
|
2025
Q1 | $2.4M | Buy |
39,403
+4,193
| +12% | +$244K | 0.2% | 112 |
|
|
2024
Q4 | $1.99M | Buy |
35,210
+4,144
| +13% | +$232K | 0.16% | 126 |
|
|
2024
Q3 | $1.61M | Buy |
31,066
+618
| +2% | +$29K | 0.14% | 142 |
|
|
2024
Q2 | $1.26M | Buy |
30,448
+2,944
| +11% | +$132K | 0.12% | 131 |
|
|
2024
Q1 | $1.49M | Buy |
27,504
+1,092
| +4% | +$55.6K | 0.15% | 123 |
|
|
2023
Q4 | $1.36M | Sell |
26,412
-4,767
| -15% | -$250K | 0.16% | 126 |
|
|
2023
Q3 | $1.81M | Sell |
31,179
-1,699
| -5% | -$104K | 0.24% | 98 |
|
|
2023
Q2 | $2.1M | Buy |
32,878
+73
| +0.2% | +$4.89K | 0.27% | 89 |
|
|
2023
Q1 | $2.27M | Buy |
32,805
+1,424
| +5% | +$100K | 0.33% | 80 |
|
|
2022
Q4 | $2.26M | Buy |
31,381
+3,683
| +13% | +$278K | 0.37% | 77 |
|
|
2022
Q3 | $1.97M | Sell |
27,698
-4,647
| -14% | -$337K | 0.38% | 72 |
|
|
2022
Q2 | $2.49M | Buy |
32,345
+421
| +1% | +$32.1K | 0.46% | 56 |
|
|
2022
Q1 | $2.33M | Buy |
31,924
+4,411
| +16% | +$296K | 0.37% | 69 |
|
|
2021
Q4 | $1.72M | Sell |
27,513
-1,907
| -6% | -$112K | 0.27% | 89 |
|
|
2021
Q3 | $1.74M | Sell |
29,420
-1,068
| -4% | -$70.3K | 0.3% | 81 |
|
|
2021
Q2 | $2.04M | Buy |
30,488
+988
| +3% | +$64.4K | 0.36% | 63 |
|
|
2021
Q1 | $1.86M | Buy |
29,500
+4,589
| +18% | +$286K | 0.36% | 62 |
|
|
2020
Q4 | $1.53M | Buy |
24,911
+3,618
| +17% | +$222K | 0.32% | 71 |
|
|
2020
Q3 | $1.28M | Buy |
21,293
+6,319
| +42% | +$380K | 0.32% | 70 |
|
|
2020
Q2 | $880K | Buy |
14,974
+7,506
| +101% | +$449K | 0.24% | 79 |
|
|
2020
Q1 | $416K | Buy |
7,468
+1,136
| +18% | +$69.4K | 0.14% | 95 |
|
|
2019
Q4 | $406K | Buy |
6,332
+1,312
| +26% | +$75.1K | 0.12% | 93 |
|
|
2019
Q3 | $255K | Hold |
5,020
| – | – | 0.09% | 102 |
|
|
2019
Q2 | $228K | Sell |
5,020
-142
| -3% | -$6.61K | 0.08% | 101 |
|
|
2019
Q1 | $246K | Hold |
5,162
| – | – | 0.09% | 103 |
|
|
2018
Q4 | $268K | Buy |
+5,162
| New | +$277K | 0.12% | 82 |
|
Other funds holding BMY
DLA
AAMU
ORIO
CNB
UBP
P
WCM