Kovitz Investment Group Partners’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36M | Buy |
777,654
+524,013
| +207% | +$24.3M | 0.15% | 125 |
|
|
2025
Q1 | $15.5M | Buy |
253,641
+458
| +0.2% | +$27.9K | 0.08% | 204 |
|
|
2024
Q4 | $14.3M | Sell |
253,183
-31,278
| -11% | -$1.77M | 0.07% | 210 |
|
|
2024
Q3 | $13.5M | Buy |
284,461
+48,436
| +21% | +$2.29M | 0.1% | 182 |
|
|
2024
Q2 | $9.8M | Buy |
236,025
+106,337
| +82% | +$4.42M | 0.08% | 180 |
|
|
2024
Q1 | $7.03M | Buy |
129,688
+10,163
| +9% | +$551K | 0.09% | 164 |
|
|
2023
Q4 | $6.13M | Sell |
119,525
-27,401
| -19% | -$1.41M | 0.1% | 121 |
|
|
2023
Q3 | $8.53M | Buy |
146,926
+4,209
| +3% | +$244K | 0.15% | 80 |
|
|
2023
Q2 | $9.13M | Sell |
142,717
-19,346
| -12% | -$1.24M | 0.13% | 77 |
|
|
2023
Q1 | $11.2M | Sell |
162,063
-9,311
| -5% | -$645K | 0.2% | 63 |
|
|
2022
Q4 | $12.3M | Sell |
171,374
-3,823
| -2% | -$275K | 0.24% | 57 |
|
|
2022
Q3 | $12.5M | Sell |
175,197
-3,562
| -2% | -$253K | 0.29% | 47 |
|
|
2022
Q2 | $13.8M | Sell |
178,759
-30,795
| -15% | -$2.37M | 0.31% | 51 |
|
|
2022
Q1 | $15.3M | Buy |
209,554
+22,636
| +12% | +$1.65M | 0.29% | 51 |
|
|
2021
Q4 | $11.6M | Sell |
186,918
-37,026
| -17% | -$2.3M | 0.27% | 55 |
|
|
2021
Q3 | $13.3M | Sell |
223,944
-973
| -0.4% | -$57.6K | 0.26% | 51 |
|
|
2021
Q2 | $15M | Buy |
224,917
+37,212
| +20% | +$2.49M | 0.3% | 50 |
|
|
2021
Q1 | $11.9M | Buy |
187,705
+1,012
| +0.5% | +$63.9K | 0.28% | 58 |
|
|
2020
Q4 | $11.6M | Sell |
186,693
-23,147
| -11% | -$1.44M | 0.28% | 55 |
|
|
2020
Q3 | $12.7M | Buy |
209,840
+3,642
| +2% | +$220K | 0.35% | 48 |
|
|
2020
Q2 | $12.1M | Sell |
206,198
-14,647
| -7% | -$861K | 0.37% | 48 |
|
|
2020
Q1 | $12.3M | Buy |
220,845
+1,635
| +0.7% | +$91.1K | 0.44% | 47 |
|
|
2019
Q4 | $14.1M | Sell |
219,210
-1,249
| -0.6% | -$80.2K | 0.41% | 43 |
|
|
2019
Q3 | $11.2M | Buy |
220,459
+23,933
| +12% | +$1.21M | 0.36% | 48 |
|
|
2019
Q2 | $8.91M | Buy |
196,526
+106,934
| +119% | +$4.85M | 0.28% | 58 |
|
|
2019
Q1 | $4.27M | Buy |
89,592
+72,745
| +432% | +$3.47M | 0.14% | 117 |
|
|
2018
Q4 | $876K | Buy |
+16,847
| New | +$876K | 0.03% | 203 |
|