Mount Vernon Associates’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 | $1.44M | Buy |
31,104
+300
| +1% | +$13.9K | 1.04% | 26 |
|
|
2025
Q1 | $1.88M | Sell |
30,804
-75
| -0.2% | -$4.58K | 1.53% | 20 |
|
|
2024
Q4 | $1.75M | Hold |
30,879
| – | – | 1.36% | 24 |
|
|
2024
Q3 | $1.6M | Buy |
30,879
+1,100
| +4% | +$56.9K | 1.27% | 25 |
|
|
2024
Q2 | $1.24M | Buy |
29,779
+160
| +0.5% | +$6.65K | 1.1% | 25 |
|
|
2024
Q1 | $1.61M | Buy |
29,619
+139
| +0.5% | +$7.54K | 1.36% | 25 |
|
|
2023
Q4 | $1.51M | Buy |
29,480
+2,000
| +7% | +$103K | 1.48% | 21 |
|
|
2023
Q3 | $1.6M | Buy |
27,480
+411
| +2% | +$23.9K | 1.76% | 20 |
|
|
2023
Q2 | $1.73M | Buy |
27,069
+275
| +1% | +$17.6K | 1.84% | 19 |
|
|
2023
Q1 | $1.86M | Sell |
26,794
-550
| -2% | -$38.1K | 2.2% | 16 |
|
|
2022
Q4 | $1.97M | Hold |
27,344
| – | – | 2.53% | 14 |
|
|
2022
Q3 | $1.94M | Buy |
27,344
+190
| +0.7% | +$13.5K | 2.53% | 14 |
|
|
2022
Q2 | $2.09M | Hold |
27,154
| – | – | 2.55% | 11 |
|
|
2022
Q1 | $1.98M | Buy |
27,154
+375
| +1% | +$27.4K | 1.92% | 18 |
|
|
2021
Q4 | $1.67M | Buy |
26,779
+150
| +0.6% | +$9.35K | 1.45% | 21 |
|
|
2021
Q3 | $1.58M | Buy |
26,629
+200
| +0.8% | +$11.8K | 1.44% | 23 |
|
|
2021
Q2 | $1.77M | Hold |
26,429
| – | – | 1.62% | 23 |
|
|
2021
Q1 | $1.67M | Hold |
26,429
| – | – | 1.64% | 23 |
|
|
2020
Q4 | $1.64M | Buy |
26,429
+100
| +0.4% | +$6.2K | 1.72% | 22 |
|
|
2020
Q3 | $1.59M | Sell |
26,329
-250
| -0.9% | -$15.1K | 1.9% | 21 |
|
|
2020
Q2 | $1.56M | Sell |
26,579
-132
| -0.5% | -$7.76K | 2.02% | 19 |
|
|
2020
Q1 | $1.49M | Buy |
26,711
+833
| +3% | +$46.4K | 2.5% | 15 |
|
|
2019
Q4 | $1.66M | Sell |
25,878
-150
| -0.6% | -$9.63K | 2.26% | 19 |
|
|
2019
Q3 | $1.32M | Sell |
26,028
-400
| -2% | -$20.3K | 1.98% | 21 |
|
|
2019
Q2 | $1.2M | Hold |
26,428
| – | – | 1.78% | 22 |
|
|
2019
Q1 | $1.26M | Sell |
26,428
-158
| -0.6% | -$7.54K | 1.92% | 21 |
|
|
2018
Q4 | $1.38M | Sell |
26,586
-800
| -3% | -$41.6K | 2.43% | 18 |
|
|
2018
Q3 | $1.7M | Buy |
27,386
+43
| +0.2% | +$2.67K | 2.5% | 15 |
|
|
2018
Q2 | $1.51M | Sell |
27,343
-1,600
| -6% | -$88.5K | 2.36% | 16 |
|
|
2018
Q1 | $1.83M | Sell |
28,943
-400
| -1% | -$25.3K | 2.83% | 13 |
|
|
2017
Q4 | $1.8M | Hold |
29,343
| – | – | 2.71% | 16 |
|
|
2017
Q3 | $1.87M | Hold |
29,343
| – | – | 3.09% | 11 |
|
|
2017
Q2 | $1.64M | Buy |
29,343
+100
| +0.3% | +$5.57K | 2.93% | 12 |
|
|
2017
Q1 | $1.59M | Sell |
29,243
-50
| -0.2% | -$2.72K | 2.92% | 11 |
|
|
2016
Q4 | $1.71M | Hold |
29,293
| – | – | 3.36% | 6 |
|
|
2016
Q3 | $1.58M | Buy |
29,293
+9,425
| +47% | +$508K | 3.27% | 8 |
|
|
2016
Q2 | $1.46M | Buy |
19,868
+300
| +2% | +$22.1K | 3.12% | 7 |
|
|
2016
Q1 | $1.25M | Sell |
19,568
-900
| -4% | -$57.5K | 2.77% | 11 |
|
|
2015
Q4 | $1.41M | Sell |
20,468
-150
| -0.7% | -$10.3K | 3.08% | 8 |
|
|
2015
Q3 | $1.22M | Buy |
20,618
+1,800
| +10% | +$107K | 2.83% | 7 |
|
|
2015
Q2 | $1.25M | Sell |
18,818
-150
| -0.8% | -$9.98K | 2.7% | 10 |
|
|
2015
Q1 | $1.22M | Buy |
18,968
+550
| +3% | +$35.5K | 2.64% | 10 |
|
|
2014
Q4 | $1.09M | Buy |
18,418
+125
| +0.7% | +$7.38K | 2.49% | 14 |
|
|
2014
Q3 | $936K | Hold |
18,293
| – | – | 2.33% | 19 |
|
|
2014
Q2 | $887K | Buy |
18,293
+50
| +0.3% | +$2.42K | 2.26% | 19 |
|
|
2014
Q1 | $948K | Buy |
18,243
+150
| +0.8% | +$7.8K | 2.48% | 16 |
|
|
2013
Q4 | $962K | Buy |
18,093
+550
| +3% | +$29.2K | 2.52% | 14 |
|
|
2013
Q3 | $812K | Sell |
17,543
-51,050
| -74% | -$2.36M | 2.47% | 17 |
|
|
2013
Q2 | $3.07M | Buy |
+68,593
| New | +$3.07M | 3.31% | 10 |
|