Michael J. Puzo’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,300
| Closed | -$220K | – | 77 |
|
|
2024
Q2 | $220K | Sell |
5,300
-800
| -13% | -$33.2K | 0.06% | 73 |
|
|
2024
Q1 | $331K | Sell |
6,100
-550
| -8% | -$29.8K | 0.09% | 65 |
|
|
2023
Q4 | $341K | Sell |
6,650
-1,500
| -18% | -$77K | 0.11% | 61 |
|
|
2023
Q3 | $473K | Sell |
8,150
-100
| -1% | -$5.8K | 0.16% | 56 |
|
|
2023
Q2 | $528K | Sell |
8,250
-200
| -2% | -$12.8K | 0.17% | 59 |
|
|
2023
Q1 | $586K | Sell |
8,450
-610
| -7% | -$42.3K | 0.2% | 57 |
|
|
2022
Q4 | $652K | Hold |
9,060
| – | – | 0.24% | 55 |
|
|
2022
Q3 | $644K | Sell |
9,060
-1,124
| -11% | -$79.9K | 0.24% | 57 |
|
|
2022
Q2 | $784K | Hold |
10,184
| – | – | 0.28% | 52 |
|
|
2022
Q1 | $744K | Hold |
10,184
| – | – | 0.22% | 57 |
|
|
2021
Q4 | $634K | Sell |
10,184
-600
| -6% | -$37.4K | 0.18% | 58 |
|
|
2021
Q3 | $638K | Hold |
10,784
| – | – | 0.2% | 54 |
|
|
2021
Q2 | $721K | Hold |
10,784
| – | – | 0.22% | 52 |
|
|
2021
Q1 | $681K | Hold |
10,784
| – | – | 0.22% | 53 |
|
|
2020
Q4 | $668K | Sell |
10,784
-575
| -5% | -$35.6K | 0.22% | 53 |
|
|
2020
Q3 | $686K | Sell |
11,359
-25
| -0.2% | -$1.51K | 0.24% | 50 |
|
|
2020
Q2 | $670K | Sell |
11,384
-621
| -5% | -$36.5K | 0.25% | 50 |
|
|
2020
Q1 | $669K | Buy |
12,005
+624
| +5% | +$34.8K | 0.29% | 48 |
|
|
2019
Q4 | $732K | Buy |
11,381
+821
| +8% | +$52.8K | 0.26% | 51 |
|
|
2019
Q3 | $534K | Sell |
10,560
-1,100
| -9% | -$55.6K | 0.2% | 55 |
|
|
2019
Q2 | $528K | Sell |
11,660
-200
| -2% | -$9.06K | 0.2% | 56 |
|
|
2019
Q1 | $566K | Sell |
11,860
-2,000
| -14% | -$95.4K | 0.22% | 55 |
|
|
2018
Q4 | $721K | Sell |
13,860
-1,100
| -7% | -$57.2K | 0.32% | 49 |
|
|
2018
Q3 | $929K | Hold |
14,960
| – | – | 0.35% | 50 |
|
|
2018
Q2 | $828K | Sell |
14,960
-1,640
| -10% | -$90.8K | 0.35% | 50 |
|
|
2018
Q1 | $1.05M | Sell |
16,600
-1,500
| -8% | -$94.9K | 0.45% | 45 |
|
|
2017
Q4 | $1.11M | Buy |
18,100
+6,900
| +62% | +$423K | 0.46% | 45 |
|
|
2017
Q3 | $714K | Sell |
11,200
-400
| -3% | -$25.5K | 0.37% | 50 |
|
|
2017
Q2 | $647K | Sell |
11,600
-200
| -2% | -$11.2K | 0.35% | 52 |
|
|
2017
Q1 | $642K | Hold |
11,800
| – | – | 0.36% | 56 |
|
|
2016
Q4 | $689K | Hold |
11,800
| – | – | 0.4% | 55 |
|
|
2016
Q3 | $636K | Sell |
11,800
-200
| -2% | -$10.8K | 0.37% | 54 |
|
|
2016
Q2 | $883K | Sell |
12,000
-300
| -2% | -$22.1K | 0.58% | 44 |
|
|
2016
Q1 | $786K | Sell |
12,300
-1,500
| -11% | -$95.9K | 0.52% | 49 |
|
|
2015
Q4 | $948K | Sell |
13,800
-885
| -6% | -$60.8K | 0.66% | 41 |
|
|
2015
Q3 | $870K | Buy |
14,685
+715
| +5% | +$42.4K | 0.62% | 43 |
|
|
2015
Q2 | $930K | Sell |
13,970
-700
| -5% | -$46.6K | 0.6% | 44 |
|
|
2015
Q1 | $946K | Hold |
14,670
| – | – | 0.6% | 45 |
|
|
2014
Q4 | $866K | Buy |
14,670
+170
| +1% | +$10K | 0.57% | 50 |
|
|
2014
Q3 | $742K | Sell |
14,500
-700
| -5% | -$35.8K | 0.51% | 50 |
|
|
2014
Q2 | $738K | Sell |
15,200
-900
| -6% | -$43.7K | 0.51% | 49 |
|
|
2014
Q1 | $837K | Sell |
16,100
-300
| -2% | -$15.6K | 0.6% | 49 |
|
|
2013
Q4 | $872K | Sell |
16,400
-372
| -2% | -$19.8K | 0.64% | 44 |
|
|
2013
Q3 | $776K | Sell |
16,772
-172
| -1% | -$7.96K | 0.65% | 44 |
|
|
2013
Q2 | $757K | Buy |
+16,944
| New | +$757K | 0.66% | 44 |
|