Lederer & Associates Investment Counsel’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 | $1M | Buy |
21,597
+475
| +2% | +$22K | 0.66% | 52 |
|
|
2025
Q1 | $1.29M | Hold |
21,122
| – | – | 0.94% | 37 |
|
|
2024
Q4 | $1.2M | Sell |
21,122
-1,360
| -6% | -$76.9K | 0.83% | 41 |
|
|
2024
Q3 | $1.16M | Sell |
22,482
-80
| -0.4% | -$4.14K | 0.82% | 44 |
|
|
2024
Q2 | $937K | Sell |
22,562
-1,922
| -8% | -$79.8K | 0.68% | 50 |
|
|
2024
Q1 | $1.33M | Buy |
24,484
+3,229
| +15% | +$175K | 0.92% | 40 |
|
|
2023
Q4 | $1.09M | Sell |
21,255
-12,609
| -37% | -$647K | 0.81% | 43 |
|
|
2023
Q3 | $1.97M | Buy |
33,864
+296
| +0.9% | +$17.2K | 1.56% | 19 |
|
|
2023
Q2 | $2.15M | Sell |
33,568
-291
| -0.9% | -$18.6K | 1.62% | 16 |
|
|
2023
Q1 | $2.35M | Buy |
33,859
+9
| +0% | +$624 | 1.81% | 13 |
|
|
2022
Q4 | $2.44M | Sell |
33,850
-552
| -2% | -$39.7K | 1.99% | 11 |
|
|
2022
Q3 | $2.45M | Sell |
34,402
-1,195
| -3% | -$85K | 2.07% | 10 |
|
|
2022
Q2 | $2.74M | Sell |
35,597
-5,870
| -14% | -$452K | 2.11% | 9 |
|
|
2022
Q1 | $3.03M | Sell |
41,467
-129
| -0.3% | -$9.42K | 1.85% | 12 |
|
|
2021
Q4 | $2.59M | Sell |
41,596
-956
| -2% | -$59.6K | 1.5% | 21 |
|
|
2021
Q3 | $2.52M | Buy |
42,552
+170
| +0.4% | +$10.1K | 1.63% | 21 |
|
|
2021
Q2 | $2.83M | Sell |
42,382
-1,355
| -3% | -$90.5K | 1.89% | 15 |
|
|
2021
Q1 | $2.76M | Buy |
43,737
+1,980
| +5% | +$125K | 1.95% | 13 |
|
|
2020
Q4 | $2.59M | Buy |
41,757
+1,430
| +4% | +$88.7K | 1.99% | 12 |
|
|
2020
Q3 | $2.43M | Buy |
40,327
+8,557
| +27% | +$516K | 2.02% | 13 |
|
|
2020
Q2 | $1.87M | Buy |
31,770
+380
| +1% | +$22.3K | 1.75% | 20 |
|
|
2020
Q1 | $1.75M | Buy |
+31,390
| New | +$1.75M | 1.98% | 16 |
|