MV Capital Management’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
$47.3K Sell
1,021
-1,622
-61% -$75.1K ﹤0.01% 312
2025
Q1
$161K Sell
2,643
-512
-16% -$31.2K 0.02% 187
2024
Q4
$178K Buy
3,155
+456
+17% +$25.8K 0.02% 177
2024
Q3
$140K Sell
2,699
-231
-8% -$12K 0.01% 203
2024
Q2
$122K Buy
2,930
+941
+47% +$39.1K 0.01% 204
2024
Q1
$108K Sell
1,989
-425
-18% -$23K 0.01% 215
2023
Q4
$124K Buy
2,414
+77
+3% +$3.95K 0.02% 194
2023
Q3
$136K Buy
2,337
+184
+9% +$10.7K 0.02% 175
2023
Q2
$138K Buy
2,153
+191
+10% +$12.2K 0.02% 178
2023
Q1
$136K Buy
1,962
+51
+3% +$3.54K 0.02% 172
2022
Q4
$137K Buy
1,911
+120
+7% +$8.63K 0.02% 153
2022
Q3
$127K Buy
1,791
+336
+23% +$23.8K 0.02% 151
2022
Q2
$112K Buy
1,455
+64
+5% +$4.93K 0.02% 159
2022
Q1
$102K Buy
1,391
+135
+11% +$9.9K 0.02% 166
2021
Q4
$78K Buy
1,256
+39
+3% +$2.42K 0.01% 181
2021
Q3
$72K Buy
1,217
+96
+9% +$5.68K 0.01% 176
2021
Q2
$75K Buy
1,121
+699
+166% +$46.8K 0.01% 168
2021
Q1
$27K Sell
422
-1,204
-74% -$77K ﹤0.01% 200
2020
Q4
$101K Hold
1,626
0.02% 133
2020
Q3
$98K Hold
1,626
0.02% 128
2020
Q2
$96K Hold
1,626
0.02% 125
2020
Q1
$91K Buy
1,626
+38
+2% +$2.13K 0.02% 127
2019
Q4
$102K Sell
1,588
-57
-3% -$3.66K 0.02% 137
2019
Q3
$83K Buy
1,645
+1,379
+518% +$69.6K 0.02% 140
2019
Q2
$12K Hold
266
﹤0.01% 221
2019
Q1
$13K Sell
266
-64
-19% -$3.13K ﹤0.01% 211
2018
Q4
$17K Sell
330
-750
-69% -$38.6K ﹤0.01% 199
2018
Q3
$67K Hold
1,080
0.02% 151
2018
Q2
$60K Hold
1,080
0.02% 157
2018
Q1
$68K Buy
1,080
+750
+227% +$47.2K 0.02% 151
2017
Q4
$20K Hold
330
0.01% 206
2017
Q3
$21K Sell
330
-400
-55% -$25.5K 0.01% 197
2017
Q2
$41K Sell
730
-11
-1% -$618 0.01% 164
2017
Q1
$40K Hold
741
0.01% 169
2016
Q4
$43K Hold
741
0.02% 161
2016
Q3
$40K Hold
741
0.01% 159
2016
Q2
$55K Hold
741
0.02% 150
2016
Q1
$47K Hold
741
0.02% 153
2015
Q4
$51K Buy
741
+400
+117% +$27.5K 0.02% 157
2015
Q3
$20K Sell
341
-165
-33% -$9.68K 0.01% 192
2015
Q2
$34K Hold
506
0.01% 203
2015
Q1
$33K Sell
506
-42
-8% -$2.74K 0.01% 192
2014
Q4
$32K Buy
+548
New +$32K 0.01% 191