McDaniel Terry & Co’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 | $396K | Sell |
8,550
-170
| -2% | -$7.87K | 0.03% | 73 |
|
|
2025
Q1 | $532K | Hold |
8,720
| – | – | 0.05% | 64 |
|
|
2024
Q4 | $493K | Hold |
8,720
| – | – | 0.04% | 67 |
|
|
2024
Q3 | $451K | Hold |
8,720
| – | – | 0.04% | 67 |
|
|
2024
Q2 | $362K | Sell |
8,720
-98
| -1% | -$4.07K | 0.03% | 74 |
|
|
2024
Q1 | $478K | Buy |
8,818
+268
| +3% | +$14.5K | 0.04% | 72 |
|
|
2023
Q4 | $439K | Sell |
8,550
-365
| -4% | -$18.7K | 0.04% | 65 |
|
|
2023
Q3 | $517K | Buy |
8,915
+2,000
| +29% | +$116K | 0.05% | 61 |
|
|
2023
Q2 | $442K | Buy |
6,915
+300
| +5% | +$19.2K | 0.05% | 64 |
|
|
2023
Q1 | $458K | Hold |
6,615
| – | – | 0.05% | 62 |
|
|
2022
Q4 | $476K | Hold |
6,615
| – | – | 0.06% | 56 |
|
|
2022
Q3 | $470K | Hold |
6,615
| – | – | 0.06% | 56 |
|
|
2022
Q2 | $509K | Buy |
+6,615
| New | +$509K | 0.06% | 54 |
|
|
2019
Q2 | – | Sell |
-6,003
| Closed | -$286K | – | 65 |
|
|
2019
Q1 | $286K | Buy |
6,003
+553
| +10% | +$26.3K | 0.05% | 53 |
|
|
2018
Q4 | $283K | Hold |
5,450
| – | – | 0.05% | 49 |
|
|
2018
Q3 | $338K | Hold |
5,450
| – | – | 0.06% | 54 |
|
|
2018
Q2 | $302K | Hold |
5,450
| – | – | 0.06% | 51 |
|
|
2018
Q1 | $345K | Hold |
5,450
| – | – | 0.06% | 46 |
|
|
2017
Q4 | $334K | Hold |
5,450
| – | – | 0.06% | 46 |
|
|
2017
Q3 | $347K | Hold |
5,450
| – | – | 0.07% | 45 |
|
|
2017
Q2 | $304K | Hold |
5,450
| – | – | 0.06% | 48 |
|
|
2017
Q1 | $296K | Sell |
5,450
-500
| -8% | -$27.2K | 0.06% | 51 |
|
|
2016
Q4 | $348K | Buy |
5,950
+500
| +9% | +$29.2K | 0.07% | 47 |
|
|
2016
Q3 | $294K | Sell |
5,450
-2,910
| -35% | -$157K | 0.06% | 50 |
|
|
2016
Q2 | $615K | Buy |
+8,360
| New | +$615K | 0.14% | 38 |
|