Main Street Research’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 | $676K | Sell |
14,607
-1,643
| -10% | -$76.1K | 0.04% | 63 |
|
|
2025
Q1 | $991K | Buy |
16,250
+993
| +7% | +$60.6K | 0.06% | 57 |
|
|
2024
Q4 | $863K | Buy |
15,257
+25
| +0.2% | +$1.41K | 0.05% | 60 |
|
|
2024
Q3 | $788K | Sell |
15,232
-2,400
| -14% | -$124K | 0.05% | 63 |
|
|
2024
Q2 | $732K | Sell |
17,632
-986
| -5% | -$40.9K | 0.05% | 58 |
|
|
2024
Q1 | $1.01M | Sell |
18,618
-2,379
| -11% | -$129K | 0.07% | 54 |
|
|
2023
Q4 | $1.08M | Hold |
20,997
| – | – | 0.09% | 53 |
|
|
2023
Q3 | $1.22M | Hold |
20,997
| – | – | 0.13% | 53 |
|
|
2023
Q2 | $1.34M | Hold |
20,997
| – | – | 0.21% | 42 |
|
|
2023
Q1 | $1.46M | Sell |
20,997
-1,351
| -6% | -$93.6K | 0.29% | 35 |
|
|
2022
Q4 | $1.61M | Buy |
22,348
+61
| +0.3% | +$4.39K | 0.39% | 30 |
|
|
2022
Q3 | $1.58M | Buy |
22,287
+160
| +0.7% | +$11.4K | 0.35% | 28 |
|
|
2022
Q2 | $1.7M | Buy |
22,127
+100
| +0.5% | +$7.7K | 0.45% | 25 |
|
|
2022
Q1 | $1.61M | Sell |
22,027
-318
| -1% | -$23.2K | 0.15% | 44 |
|
|
2021
Q4 | $1.39M | Sell |
22,345
-1,544
| -6% | -$96.3K | 0.11% | 53 |
|
|
2021
Q3 | $1.41M | Sell |
23,889
-280
| -1% | -$16.6K | 0.12% | 54 |
|
|
2021
Q2 | $1.62M | Sell |
24,169
-17
| -0.1% | -$1.14K | 0.13% | 58 |
|
|
2021
Q1 | $1.53M | Sell |
24,186
-891
| -4% | -$56.3K | 0.14% | 58 |
|
|
2020
Q4 | $1.56M | Sell |
25,077
-1,102
| -4% | -$68.4K | 0.17% | 53 |
|
|
2020
Q3 | $1.58M | Sell |
26,179
-1,666
| -6% | -$100K | 0.2% | 47 |
|
|
2020
Q2 | $1.64M | Sell |
27,845
-860
| -3% | -$50.6K | 0.26% | 40 |
|
|
2020
Q1 | $1.6M | Sell |
28,705
-122
| -0.4% | -$6.8K | 0.39% | 32 |
|
|
2019
Q4 | $1.85M | Buy |
28,827
+1,509
| +6% | +$96.8K | 0.29% | 41 |
|
|
2019
Q3 | $1.39M | Sell |
27,318
-600
| -2% | -$30.4K | 0.26% | 43 |
|
|
2019
Q2 | $1.27M | Sell |
27,918
-650
| -2% | -$29.5K | 0.28% | 37 |
|
|
2019
Q1 | $1.36M | Hold |
28,568
| – | – | 0.43% | 30 |
|
|
2018
Q4 | $1.49M | Hold |
28,568
| – | – | 0.58% | 26 |
|
|
2018
Q3 | $1.77M | Sell |
28,568
-200
| -0.7% | -$12.4K | 0.25% | 46 |
|
|
2018
Q2 | $1.59M | Sell |
28,768
-2,363
| -8% | -$131K | 0.25% | 47 |
|
|
2018
Q1 | $1.97M | Buy |
31,131
+1,250
| +4% | +$79.1K | 0.31% | 45 |
|
|
2017
Q4 | $1.83M | Sell |
29,881
-772
| -3% | -$47.3K | 0.28% | 47 |
|
|
2017
Q3 | $1.95M | Sell |
30,653
-3,300
| -10% | -$210K | 0.32% | 51 |
|
|
2017
Q2 | $1.89M | Sell |
33,953
-700
| -2% | -$39K | 0.31% | 54 |
|
|
2017
Q1 | $1.88M | Sell |
34,653
-200
| -0.6% | -$10.9K | 0.33% | 57 |
|
|
2016
Q4 | $2.04M | Sell |
34,853
-68,305
| -66% | -$3.99M | 0.4% | 56 |
|
|
2016
Q3 | $5.56M | Sell |
103,158
-73,703
| -42% | -$3.97M | 1.09% | 45 |
|
|
2016
Q2 | $13M | Buy |
176,861
+7,994
| +5% | +$588K | 2.69% | 5 |
|
|
2016
Q1 | $10.8M | Buy |
168,867
+6,957
| +4% | +$444K | 2.78% | 7 |
|
|
2015
Q4 | $11.1M | Buy |
161,910
+6,832
| +4% | +$470K | 2.38% | 5 |
|
|
2015
Q3 | $10.2M | Buy |
155,078
+4,696
| +3% | +$310K | 2.4% | 7 |
|
|
2015
Q2 | $10M | Buy |
150,382
+7,050
| +5% | +$469K | 2.05% | 6 |
|
|
2015
Q1 | $9.25M | Buy |
143,332
+835
| +0.6% | +$53.9K | 1.99% | 8 |
|
|
2014
Q4 | $8.41M | Buy |
142,497
+4,564
| +3% | +$269K | 1.8% | 12 |
|
|
2014
Q3 | $7.06M | Sell |
137,933
-1,746
| -1% | -$89.4K | 1.57% | 20 |
|
|
2014
Q2 | $6.78M | Sell |
139,679
-1,350
| -1% | -$65.5K | 1.6% | 21 |
|
|
2014
Q1 | $7.33M | Buy |
141,029
+4,118
| +3% | +$214K | 1.78% | 10 |
|
|
2013
Q4 | $7.28M | Sell |
136,911
-959
| -0.7% | -$51K | 1.82% | 8 |
|
|
2013
Q3 | $6.38M | Sell |
137,870
-2,645
| -2% | -$122K | 1.72% | 10 |
|
|
2013
Q2 | $6.28M | Buy |
+140,515
| New | +$6.28M | 1.9% | 9 |
|