Newman Dignan & Sheerar Inc’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
$834K Buy
18,008
+39
+0.2% +$1.81K 0.19% 92
2025
Q1
$1.1M Buy
17,969
+322
+2% +$19.6K 0.3% 71
2024
Q4
$998K Sell
17,647
-524
-3% -$29.6K 0.26% 80
2024
Q3
$956K Buy
18,171
+913
+5% +$48.1K 0.23% 87
2024
Q2
$717K Sell
17,258
-3,137
-15% -$130K 0.18% 101
2024
Q1
$1.11M Sell
20,395
-723
-3% -$39.2K 0.3% 80
2023
Q4
$1.08M Buy
21,118
+730
+4% +$37.5K 0.33% 78
2023
Q3
$1.18M Sell
20,388
-1,006
-5% -$58.4K 0.39% 68
2023
Q2
$1.37M Buy
21,394
+3
+0% +$192 0.42% 65
2023
Q1
$1.48M Buy
21,391
+103
+0.5% +$7.14K 0.48% 62
2022
Q4
$1.53M Buy
21,288
+432
+2% +$31.1K 0.51% 59
2022
Q3
$1.48K Buy
20,856
+136
+0.7% +$10 0.23% 56
2022
Q2
$1.6M Sell
20,720
-359
-2% -$27.6K 0.54% 57
2022
Q1
$1.54K Sell
21,079
-21
-0.1% -$2 0.3% 57
2021
Q4
$1.32M Buy
21,100
+27
+0.1% +$1.68K 0.4% 65
2021
Q3
$1.25M Hold
21,073
0.36% 69
2021
Q2
$1.41M Buy
21,073
+1,132
+6% +$75.6K 0.47% 57
2021
Q1
$1.26M Buy
19,941
+231
+1% +$14.6K 0.46% 63
2020
Q4
$1.22K Buy
19,710
+150
+0.8% +$9 0.2% 60
2020
Q3
$1.18M Sell
19,560
-602
-3% -$36.3K 0.49% 58
2020
Q2
$1.19M Buy
20,162
+502
+3% +$29.6K 0.51% 54
2020
Q1
$1.17M Sell
19,660
-790
-4% -$47K 0.61% 43
2019
Q4
$1.31K Sell
20,450
-620
-3% -$40 0.14% 53
2019
Q3
$1.07M Sell
21,070
-4,048
-16% -$205K 0.5% 55
2019
Q2
$1.14K Sell
25,118
-530
-2% -$24 0.03% 52
2019
Q1
$1.22M Sell
25,648
-1,456
-5% -$69.5K 0.49% 50
2018
Q4
$1.41K Sell
27,104
-167
-0.6% -$9 0.12% 45
2018
Q3
$1.7M Buy
27,271
+12
+0% +$749 0.75% 41
2018
Q2
$1.51K Sell
27,259
-2,032
-7% -$112 0.1% 39
2018
Q1
$1.72M Sell
29,291
-1,359
-4% -$79.7K 0.87% 30
2017
Q4
$1.88M Sell
30,650
-719
-2% -$44.1K 0.94% 29
2017
Q3
$2M Sell
31,369
-905
-3% -$57.7K 1.07% 26
2017
Q2
$1.8M Sell
32,274
-209
-0.6% -$11.6K 1% 27
2017
Q1
$17.7K Sell
32,483
-1,053
-3% -$573 7.83% 2
2016
Q4
$1.96M Buy
+33,536
New +$1.96M 1.2% 24
2016
Q3
Sell
-35,046
Closed -$2.58M 146
2016
Q2
$2.58M Sell
35,046
-397
-1% -$29.2K 1.61% 18
2016
Q1
$2.26M Sell
35,443
-335
-0.9% -$21.4K 1.65% 18
2015
Q4
$2.46M Buy
35,778
+569
+2% +$39.1K 1.74% 16
2015
Q3
$2.08M Sell
35,209
-636
-2% -$37.6K 1.34% 19
2015
Q2
$2.39M Buy
35,845
+870
+2% +$57.9K 1.72% 17
2015
Q1
$225K Sell
34,975
-704
-2% -$4.53K 0.16% 134
2014
Q4
$2.11K Buy
35,679
+16
+0% +$1 1.26% 20
2014
Q3
$1.83M Sell
35,663
-2,146
-6% -$110K 1.37% 22
2014
Q2
$1.83K Sell
37,809
-4,666
-11% -$226 1.04% 29
2014
Q1
$2.21M Sell
42,475
-156
-0.4% -$8.11K 1.57% 16
2013
Q4
$2.27K Sell
42,631
-659
-2% -$35 0.11% 18
2013
Q3
$2M Buy
43,290
+268
+0.6% +$12.4K 1.56% 17
2013
Q2
$1.92K Buy
+43,022
New +$1.92K 0.15% 18