Moisand Fitzgerald Tamayo’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 | $56K | Hold |
1,209
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $73.7K | Hold |
1,209
| – | – | 0.01% | 161 |
|
|
2024
Q4 | $68.4K | Hold |
1,209
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $62.6K | Hold |
1,209
| – | – | 0.01% | 173 |
|
|
2024
Q2 | $50.2K | Hold |
1,209
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $65.6K | Hold |
1,209
| – | – | 0.01% | 161 |
|
|
2023
Q4 | $62K | Sell |
1,209
-823
| -41% | -$42.2K | 0.01% | 160 |
|
|
2023
Q3 | $118K | Buy |
2,032
+511
| +34% | +$29.7K | 0.02% | 121 |
|
|
2023
Q2 | $97.3K | Hold |
1,521
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $105K | Hold |
1,521
| – | – | 0.02% | 121 |
|
|
2022
Q4 | $109K | Sell |
1,521
-121
| -7% | -$8.71K | 0.02% | 119 |
|
|
2022
Q3 | $117K | Buy |
1,642
+129
| +9% | +$9.19K | 0.03% | 113 |
|
|
2022
Q2 | $117K | Hold |
1,513
| – | – | 0.03% | 114 |
|
|
2022
Q1 | $110K | Sell |
1,513
-30
| -2% | -$2.18K | 0.05% | 81 |
|
|
2021
Q4 | $96K | Hold |
1,543
| – | – | 0.03% | 109 |
|
|
2021
Q3 | $91K | Sell |
1,543
-250
| -14% | -$14.7K | 0.03% | 113 |
|
|
2021
Q2 | $120K | Buy |
1,793
+150
| +9% | +$10K | 0.04% | 102 |
|
|
2021
Q1 | $104K | Buy |
1,643
+87
| +6% | +$5.51K | 0.04% | 94 |
|
|
2020
Q4 | $97K | Buy |
1,556
+13
| +0.8% | +$810 | 0.04% | 99 |
|
|
2020
Q3 | $93K | Sell |
1,543
-17
| -1% | -$1.03K | 0.05% | 96 |
|
|
2020
Q2 | $92K | Buy |
1,560
+17
| +1% | +$1K | 0.05% | 95 |
|
|
2020
Q1 | $86K | Buy |
1,543
+304
| +25% | +$16.9K | 0.06% | 91 |
|
|
2019
Q4 | $80K | Buy |
1,239
+1,209
| +4,030% | +$78.1K | 0.04% | 104 |
|
|
2019
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 244 |
|
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 262 |
|
|
2019
Q1 | $1K | Sell |
30
-500
| -94% | -$16.7K | ﹤0.01% | 265 |
|
|
2018
Q4 | $28K | Buy |
530
+500
| +1,667% | +$26.4K | 0.02% | 138 |
|
|
2018
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 267 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 253 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 290 |
|
|
2017
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 250 |
|
|
2017
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 270 |
|
|
2016
Q2 | – | Sell |
-90
| Closed | -$6K | – | 71 |
|
|
2016
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 172 |
|
|
2015
Q4 | $6K | Buy |
+90
| New | +$6K | 0.01% | 164 |
|