McLean Asset Management’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 | $302K | Sell |
6,331
-180
| -3% | -$8.57K | 0.08% | 122 |
|
|
2025
Q1 | $346K | Sell |
6,511
-151
| -2% | -$8.01K | 0.11% | 94 |
|
|
2024
Q4 | $377K | Buy |
6,662
+212
| +3% | +$12K | 0.11% | 92 |
|
|
2024
Q3 | $348K | Buy |
6,450
+101
| +2% | +$5.45K | 0.1% | 97 |
|
|
2024
Q2 | $261K | Sell |
6,349
-875
| -12% | -$36K | 0.08% | 123 |
|
|
2024
Q1 | $373K | Sell |
7,224
-205
| -3% | -$10.6K | 0.13% | 84 |
|
|
2023
Q4 | $388K | Sell |
7,429
-63
| -0.8% | -$3.29K | 0.15% | 79 |
|
|
2023
Q3 | $422K | Sell |
7,492
-61
| -0.8% | -$3.44K | 0.17% | 71 |
|
|
2023
Q2 | $483K | Buy |
7,553
+60
| +0.8% | +$3.84K | 0.19% | 63 |
|
|
2023
Q1 | $519K | Sell |
7,493
-223
| -3% | -$15.5K | 0.21% | 57 |
|
|
2022
Q4 | $555K | Buy |
7,716
+32
| +0.4% | +$2.3K | 0.19% | 59 |
|
|
2022
Q3 | $536K | Sell |
7,684
-56
| -0.7% | -$3.91K | 0.21% | 55 |
|
|
2022
Q2 | $590K | Sell |
7,740
-34
| -0.4% | -$2.59K | 0.24% | 49 |
|
|
2022
Q1 | $568K | Buy |
7,774
+121
| +2% | +$8.84K | 0.42% | 44 |
|
|
2021
Q4 | $496K | Buy |
7,653
+344
| +5% | +$22.3K | 0.19% | 55 |
|
|
2021
Q3 | $426K | Buy |
7,309
+1,034
| +16% | +$60.3K | 0.16% | 68 |
|
|
2021
Q2 | $422K | Buy |
6,275
+63
| +1% | +$4.24K | 0.19% | 53 |
|
|
2021
Q1 | $410K | Sell |
6,212
-191
| -3% | -$12.6K | 0.32% | 51 |
|
|
2020
Q4 | $397K | Buy |
+6,403
| New | +$397K | 0.35% | 45 |
|