Neumann 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 | $846K | Hold |
18,273
| – | – | 0.27% | 67 |
|
|
2025
Q1 | $1.11M | Sell |
18,273
-1,500
| -8% | -$91.5K | 0.39% | 55 |
|
|
2024
Q4 | $1.12M | Sell |
19,773
-850
| -4% | -$48.1K | 0.37% | 55 |
|
|
2024
Q3 | $1.07M | Buy |
20,623
+250
| +1% | +$12.9K | 0.36% | 56 |
|
|
2024
Q2 | $846K | Sell |
20,373
-270
| -1% | -$11.2K | 0.29% | 63 |
|
|
2024
Q1 | $1.12M | Buy |
20,643
+1,000
| +5% | +$54.2K | 0.4% | 54 |
|
|
2023
Q4 | $1.01M | Hold |
19,643
| – | – | 0.4% | 57 |
|
|
2023
Q3 | $1.14M | Buy |
19,643
+314
| +2% | +$18.2K | 0.5% | 51 |
|
|
2023
Q2 | $1.24M | Sell |
19,329
-865
| -4% | -$55.3K | 0.51% | 45 |
|
|
2023
Q1 | $1.4M | Buy |
20,194
+500
| +3% | +$34.7K | 0.62% | 44 |
|
|
2022
Q4 | $1.42M | Hold |
19,694
| – | – | 0.67% | 42 |
|
|
2022
Q3 | $1.4M | Hold |
19,694
| – | – | 0.72% | 42 |
|
|
2022
Q2 | $1.52M | Sell |
19,694
-400
| -2% | -$30.8K | 0.77% | 39 |
|
|
2022
Q1 | $1.47M | Sell |
20,094
-450
| -2% | -$32.9K | 0.62% | 45 |
|
|
2021
Q4 | $1.28M | Hold |
20,544
| – | – | 0.52% | 48 |
|
|
2021
Q3 | $1.22M | Buy |
20,544
+1,000
| +5% | +$59.2K | 0.55% | 46 |
|
|
2021
Q2 | $1.31M | Buy |
19,544
+400
| +2% | +$26.7K | 0.59% | 46 |
|
|
2021
Q1 | $1.21M | Buy |
19,144
+150
| +0.8% | +$9.47K | 0.57% | 46 |
|
|
2020
Q4 | $1.18M | Hold |
18,994
| – | – | 0.59% | 44 |
|
|
2020
Q3 | $1.15M | Buy |
18,994
+355
| +2% | +$21.4K | 0.66% | 41 |
|
|
2020
Q2 | $1.1M | Hold |
18,639
| – | – | 0.67% | 42 |
|
|
2020
Q1 | $1.04M | Buy |
18,639
+1,505
| +9% | +$83.9K | 0.76% | 38 |
|
|
2019
Q4 | $1.1M | Buy |
17,134
+6,045
| +55% | +$388K | 0.64% | 45 |
|
|
2019
Q3 | $562K | Hold |
11,089
| – | – | 0.35% | 59 |
|
|
2019
Q2 | $503K | Buy |
11,089
+200
| +2% | +$9.07K | 0.31% | 61 |
|
|
2019
Q1 | $520K | Hold |
10,889
| – | – | 0.33% | 59 |
|
|
2018
Q4 | $566K | Buy |
10,889
+50
| +0.5% | +$2.6K | 0.43% | 54 |
|
|
2018
Q3 | $673K | Hold |
10,839
| – | – | 0.4% | 54 |
|
|
2018
Q2 | $600K | Hold |
10,839
| – | – | 0.38% | 56 |
|
|
2018
Q1 | $686K | Buy |
10,839
+300
| +3% | +$19K | 0.44% | 54 |
|
|
2017
Q4 | $646K | Hold |
10,539
| – | – | 0.4% | 57 |
|
|
2017
Q3 | $672K | Hold |
10,539
| – | – | 0.42% | 57 |
|
|
2017
Q2 | $587K | Hold |
10,539
| – | – | 0.38% | 57 |
|
|
2017
Q1 | $573K | Hold |
10,539
| – | – | 0.37% | 58 |
|
|
2016
Q4 | $616K | Hold |
10,539
| – | – | 0.4% | 55 |
|
|
2016
Q3 | $568K | Hold |
10,539
| – | – | 0.38% | 55 |
|
|
2016
Q2 | $775K | Hold |
10,539
| – | – | 0.51% | 49 |
|
|
2016
Q1 | $673K | Hold |
10,539
| – | – | 0.44% | 54 |
|
|
2015
Q4 | $725K | Hold |
10,539
| – | – | 0.5% | 55 |
|
|
2015
Q3 | $624K | Hold |
10,539
| – | – | 0.44% | 54 |
|
|
2015
Q2 | $701K | Hold |
10,539
| – | – | 0.45% | 55 |
|
|
2015
Q1 | $680K | Hold |
10,539
| – | – | 0.43% | 55 |
|
|
2014
Q4 | $622K | Buy |
+10,539
| New | +$622K | 0.41% | 56 |
|