Moody Lynn & Lieberson’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 | $463K | Sell |
9,996
-331,792
| -97% | -$15.4M | 0.03% | 178 |
|
|
2025
Q1 | $20.8M | Buy |
341,788
+183,858
| +116% | +$11.2M | 1.34% | 26 |
|
|
2024
Q4 | $8.93M | Buy |
157,930
+134,901
| +586% | +$7.63M | 0.55% | 38 |
|
|
2024
Q3 | $1.19M | Buy |
23,029
+14,704
| +177% | +$761K | 0.07% | 113 |
|
|
2024
Q2 | $346K | Sell |
8,325
-42,144
| -84% | -$1.75M | 0.02% | 187 |
|
|
2024
Q1 | $2.74M | Sell |
50,469
-197,747
| -80% | -$10.7M | 0.18% | 82 |
|
|
2023
Q4 | $12.7M | Sell |
248,216
-62,882
| -20% | -$3.23M | 0.97% | 32 |
|
|
2023
Q3 | $18.1M | Sell |
311,098
-5,727
| -2% | -$332K | 1.55% | 24 |
|
|
2023
Q2 | $20.3M | Buy |
316,825
+3,315
| +1% | +$212K | 1.64% | 26 |
|
|
2023
Q1 | $21.7M | Sell |
313,510
-6,429
| -2% | -$446K | 1.95% | 18 |
|
|
2022
Q4 | $23M | Sell |
319,939
-326
| -0.1% | -$23.5K | 2.11% | 17 |
|
|
2022
Q3 | $22.8M | Sell |
320,265
-41,614
| -11% | -$2.96M | 2.2% | 12 |
|
|
2022
Q2 | $27.9M | Sell |
361,879
-44,531
| -11% | -$3.43M | 2.51% | 8 |
|
|
2022
Q1 | $29.7M | Buy |
406,410
+32,444
| +9% | +$2.37M | 2.17% | 12 |
|
|
2021
Q4 | $23.3M | Buy |
373,966
+40,121
| +12% | +$2.5M | 1.56% | 21 |
|
|
2021
Q3 | $19.8M | Sell |
333,845
-4,696
| -1% | -$278K | 1.48% | 25 |
|
|
2021
Q2 | $22.6M | Buy |
338,541
+27,536
| +9% | +$1.84M | 1.7% | 18 |
|
|
2021
Q1 | $19.6M | Sell |
311,005
-12,701
| -4% | -$802K | 1.63% | 19 |
|
|
2020
Q4 | $20.1M | Buy |
323,706
+3,516
| +1% | +$218K | 1.72% | 15 |
|
|
2020
Q3 | $19.3M | Sell |
320,190
-6,124
| -2% | -$369K | 1.91% | 12 |
|
|
2020
Q2 | $19.2M | Buy |
326,314
+45,247
| +16% | +$2.66M | 2.08% | 13 |
|
|
2020
Q1 | $15.7K | Sell |
281,067
-57,750
| -17% | -$3.22K | 2.15% | 12 |
|
|
2019
Q4 | $21.7M | Buy |
338,817
+150,379
| +80% | +$9.65M | 2.1% | 9 |
|
|
2019
Q3 | $9.56M | Sell |
188,438
-69,632
| -27% | -$3.53M | 1.07% | 36 |
|
|
2019
Q2 | $11.7M | Sell |
258,070
-17,080
| -6% | -$775K | 1.29% | 28 |
|
|
2019
Q1 | $13.1M | Buy |
275,150
+25,344
| +10% | +$1.21M | 1.5% | 26 |
|
|
2018
Q4 | $13M | Buy |
249,806
+232,027
| +1,305% | +$12.1M | 1.75% | 18 |
|
|
2018
Q3 | $1.1M | Buy |
17,779
+36
| +0.2% | +$2.24K | 0.12% | 102 |
|
|
2018
Q2 | $982K | Sell |
17,743
-627
| -3% | -$34.7K | 0.12% | 103 |
|
|
2018
Q1 | $1.16M | Buy |
18,370
+1,486
| +9% | +$94K | 0.14% | 96 |
|
|
2017
Q4 | $1.08M | Sell |
16,884
-90
| -0.5% | -$5.76K | 0.12% | 102 |
|
|
2017
Q3 | $1.08M | Sell |
16,974
-31
| -0.2% | -$1.98K | 0.13% | 103 |
|
|
2017
Q2 | $948K | Sell |
17,005
-925
| -5% | -$51.6K | 0.12% | 104 |
|
|
2017
Q1 | $975K | Sell |
17,930
-168
| -0.9% | -$9.14K | 0.14% | 90 |
|
|
2016
Q4 | $1.06M | Sell |
18,098
-77
| -0.4% | -$4.5K | 0.15% | 88 |
|
|
2016
Q3 | $980K | Sell |
18,175
-8,384
| -32% | -$452K | 0.16% | 87 |
|
|
2016
Q2 | $1.95M | Buy |
26,559
+165
| +0.6% | +$12.1K | 0.35% | 60 |
|
|
2016
Q1 | $1.69M | Sell |
26,394
-55,712
| -68% | -$3.56M | 0.27% | 78 |
|
|
2015
Q4 | $5.65M | Buy |
82,106
+50,023
| +156% | +$3.44M | 0.89% | 45 |
|
|
2015
Q3 | $1.9M | Sell |
32,083
-2,572
| -7% | -$152K | 0.36% | 64 |
|
|
2015
Q2 | $2.31M | Sell |
34,655
-275
| -0.8% | -$18.3K | 0.37% | 72 |
|
|
2015
Q1 | $2.25M | Sell |
34,930
-1,888
| -5% | -$122K | 0.36% | 71 |
|
|
2014
Q4 | $2.17M | Buy |
36,818
+1,496
| +4% | +$88.3K | 0.31% | 77 |
|
|
2014
Q3 | $1.81M | Sell |
35,322
-610
| -2% | -$31.2K | 0.27% | 88 |
|
|
2014
Q2 | $1.74M | Sell |
35,932
-5,273
| -13% | -$256K | 0.24% | 91 |
|
|
2014
Q1 | $2.14M | Buy |
41,205
+3,751
| +10% | +$195K | 0.31% | 86 |
|
|
2013
Q4 | $1.99M | Sell |
37,454
-545
| -1% | -$29K | 0.27% | 89 |
|
|
2013
Q3 | $1.76M | Sell |
37,999
-1,078
| -3% | -$49.9K | 0.27% | 93 |
|
|
2013
Q2 | $1.75M | Buy |
+39,077
| New | +$1.75M | 0.31% | 84 |
|