Means Investment Company’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 | $1.05M | Sell |
22,596
-2,709
| -11% | -$125K | 0.1% | 88 |
|
|
2025
Q1 | $1.54M | Sell |
25,305
-4,540
| -15% | -$277K | 0.16% | 66 |
|
|
2024
Q4 | $1.69M | Buy |
29,845
+696
| +2% | +$39.4K | 0.18% | 69 |
|
|
2024
Q3 | $1.51M | Sell |
29,149
-3,397
| -10% | -$176K | 0.17% | 73 |
|
|
2024
Q2 | $1.35M | Sell |
32,546
-1,331
| -4% | -$55.3K | 0.16% | 75 |
|
|
2024
Q1 | $1.84M | Sell |
33,877
-7,017
| -17% | -$381K | 0.24% | 66 |
|
|
2023
Q4 | $2.1M | Sell |
40,894
-9,939
| -20% | -$510K | 0.3% | 57 |
|
|
2023
Q3 | $2.95M | Sell |
50,833
-4,435
| -8% | -$257K | 0.48% | 44 |
|
|
2023
Q2 | $3.53M | Buy |
55,268
+938
| +2% | +$60K | 0.56% | 41 |
|
|
2023
Q1 | $3.77M | Sell |
54,330
-18
| -0% | -$1.25K | 0.66% | 33 |
|
|
2022
Q4 | $3.91M | Sell |
54,348
-372
| -0.7% | -$26.8K | 0.78% | 30 |
|
|
2022
Q3 | $3.89M | Buy |
54,720
+257
| +0.5% | +$18.3K | 0.84% | 24 |
|
|
2022
Q2 | $4.19M | Buy |
54,463
+470
| +0.9% | +$36.2K | 0.89% | 26 |
|
|
2022
Q1 | $3.94M | Sell |
53,993
-31
| -0.1% | -$2.26K | 0.71% | 29 |
|
|
2021
Q4 | $3.37M | Buy |
54,024
+303
| +0.6% | +$18.9K | 0.59% | 35 |
|
|
2021
Q3 | $3.18M | Buy |
53,721
+2,721
| +5% | +$161K | 0.63% | 34 |
|
|
2021
Q2 | $3.41M | Sell |
51,000
-295
| -0.6% | -$19.7K | 0.68% | 29 |
|
|
2021
Q1 | $3.24M | Sell |
51,295
-3,236
| -6% | -$204K | 0.74% | 28 |
|
|
2020
Q4 | $3.27M | Buy |
54,531
+76
| +0.1% | +$4.56K | 0.75% | 26 |
|
|
2020
Q3 | $3.47M | Sell |
54,455
-899
| -2% | -$57.4K | 0.95% | 21 |
|
|
2020
Q2 | $3.49M | Buy |
55,354
+402
| +0.7% | +$25.4K | 1.09% | 17 |
|
|
2020
Q1 | $3.35M | Sell |
54,952
-2,001
| -4% | -$122K | 1.3% | 18 |
|
|
2019
Q4 | $3.8M | Buy |
56,953
+9,018
| +19% | +$602K | 1.27% | 18 |
|
|
2019
Q3 | $2.72M | Buy |
47,935
+874
| +2% | +$49.5K | 1.03% | 25 |
|
|
2019
Q2 | $2.17M | Sell |
47,061
-1,613
| -3% | -$74.3K | 0.89% | 35 |
|
|
2019
Q1 | $2.32M | Buy |
48,674
+4,727
| +11% | +$226K | 1.02% | 30 |
|
|
2018
Q4 | $2.28M | Buy |
+43,947
| New | +$2.28M | 1.26% | 20 |
|