McDonald Partners’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 | $318K | Hold |
6,873
| – | – | 0.08% | 207 |
|
|
2025
Q1 | $419K | Sell |
6,873
-133
| -2% | -$8.11K | 0.11% | 182 |
|
|
2024
Q4 | $396K | Sell |
7,006
-283
| -4% | -$16K | 0.1% | 178 |
|
|
2024
Q3 | $377K | Sell |
7,289
-200
| -3% | -$10.3K | 0.09% | 184 |
|
|
2024
Q2 | $311K | Sell |
7,489
-47
| -0.6% | -$1.95K | 0.08% | 202 |
|
|
2024
Q1 | $409K | Buy |
7,536
+66
| +0.9% | +$3.58K | 0.11% | 183 |
|
|
2023
Q4 | $383K | Sell |
7,470
-175
| -2% | -$8.98K | 0.11% | 181 |
|
|
2023
Q3 | $444K | Buy |
7,645
+1,440
| +23% | +$83.6K | 0.14% | 159 |
|
|
2023
Q2 | $397K | Sell |
6,205
-148
| -2% | -$9.46K | 0.12% | 175 |
|
|
2023
Q1 | $440K | Sell |
6,353
-267
| -4% | -$18.5K | 0.14% | 160 |
|
|
2022
Q4 | $476K | Buy |
6,620
+11
| +0.2% | +$791 | 0.16% | 145 |
|
|
2022
Q3 | $470K | Sell |
6,609
-4,100
| -38% | -$292K | 0.18% | 143 |
|
|
2022
Q2 | $825K | Sell |
10,709
-498
| -4% | -$38.4K | 0.21% | 129 |
|
|
2022
Q1 | $818K | Buy |
11,207
+11,167
| +27,918% | +$815K | 0.18% | 150 |
|
|
2021
Q4 | $2.49K | Sell |
40
-10,925
| -100% | -$681K | ﹤0.01% | 316 |
|
|
2021
Q3 | $649K | Buy |
10,965
+699
| +7% | +$41.4K | 0.15% | 162 |
|
|
2021
Q2 | $686K | Buy |
10,266
+52
| +0.5% | +$3.48K | 0.16% | 156 |
|
|
2021
Q1 | $645K | Buy |
10,214
+40
| +0.4% | +$2.53K | 0.17% | 152 |
|
|
2020
Q4 | $631K | Buy |
+10,174
| New | +$631K | 0.18% | 146 |
|