Nicholas Hoffman & Company’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.22M | Buy |
36,658
+115
| +0.3% | +$6.7K | 0.05% | 77 |
|
|
2025
Q4 | $1.97M | Buy |
36,543
+2,758
| +8% | +$133K | 0.05% | 87 |
|
|
2025
Q3 | $1.52M | Sell |
33,785
-47
| -0.1% | -$2.19K | 0.04% | 101 |
|
|
2025
Q2 | $1.57M | Buy |
33,832
+2,682
| +9% | +$132K | 0.04% | 92 |
|
|
2025
Q1 | $1.9M | Buy |
31,150
+8
| +0% | +$466 | 0.07% | 73 |
|
|
2024
Q4 | $1.76M | Buy |
31,142
+451
| +1% | +$25.2K | 0.07% | 77 |
|
|
2024
Q3 | $1.59M | Sell |
30,691
-1,358
| -4% | -$63.7K | 0.07% | 84 |
|
|
2024
Q2 | $1.33M | Sell |
32,049
-843
| -3% | -$37.7K | 0.06% | 96 |
|
|
2024
Q1 | $1.78M | Sell |
32,892
-47
| -0.1% | -$2.39K | 0.09% | 69 |
|
|
2023
Q4 | $1.69M | Sell |
32,939
-8,295
| -20% | -$435K | 0.1% | 71 |
|
|
2023
Q3 | $2.39M | Buy |
41,234
+1,531
| +4% | +$93.8K | 0.18% | 44 |
|
|
2023
Q2 | $2.54M | Sell |
39,703
-75
| -0.2% | -$5.03K | 0.1% | 45 |
|
|
2023
Q1 | $2.76M | Sell |
39,778
-338
| -0.8% | -$23.8K | 0.25% | 41 |
|
|
2022
Q4 | $2.89M | Buy |
40,116
+78
| +0.2% | +$5.88K | 0.31% | 37 |
|
|
2022
Q3 | $2.85M | Sell |
40,038
-463
| -1% | -$33.6K | 0.13% | 34 |
|
|
2022
Q2 | $3.12M | Buy |
40,501
+2,060
| +5% | +$157K | 0.15% | 33 |
|
|
2022
Q1 | $2.81M | Sell |
38,441
-433
| -1% | -$29.1K | 0.11% | 38 |
|
|
2021
Q4 | $2.42M | Sell |
38,874
-744
| -2% | -$43.6K | 0.08% | 43 |
|
|
2021
Q3 | $2.34M | Buy |
39,618
+606
| +2% | +$39.9K | 0.41% | 41 |
|
|
2021
Q2 | $2.61M | Sell |
39,012
-55
| -0.1% | -$3.59K | 0.47% | 38 |
|
|
2021
Q1 | $2.47M | Sell |
39,067
-3,424
| -8% | -$213K | 0.5% | 32 |
|
|
2020
Q4 | $2.64M | Buy |
42,491
+1,316
| +3% | +$80.9K | 0.61% | 27 |
|
|
2020
Q3 | $2.48M | Buy |
41,175
+2,948
| +8% | +$177K | 0.66% | 24 |
|
|
2020
Q2 | $2.25M | Sell |
38,227
-5,209
| -12% | -$312K | 0.65% | 25 |
|
|
2020
Q1 | $2.42M | Sell |
43,436
-3,863
| -8% | -$236K | 0.81% | 25 |
|
|
2019
Q4 | $3.04M | Buy |
47,299
+1,377
| +3% | +$78.9K | 0.84% | 23 |
|
|
2019
Q3 | $2.33M | Buy |
45,922
+743
| +2% | +$34.9K | 0.71% | 32 |
|
|
2019
Q2 | $2.05M | Buy |
45,179
+3,540
| +9% | +$165K | 0.64% | 35 |
|
|
2019
Q1 | $1.99M | Buy |
41,639
+2,509
| +6% | +$125K | 0.64% | 38 |
|
|
2018
Q4 | $2.03M | Buy |
39,130
+1,670
| +4% | +$89.7K | 0.7% | 34 |
|
|
2018
Q3 | $2.33M | Buy |
37,460
+3,573
| +11% | +$212K | 0.78% | 26 |
|
|
2018
Q2 | $1.88M | Buy |
33,887
+105
| +0.3% | +$5.67K | 0.69% | 30 |
|
|
2018
Q1 | $2.14M | Sell |
33,782
-1,170
| -3% | -$75.3K | 0.83% | 27 |
|
|
2017
Q4 | $2.14M | Sell |
34,952
-1,434
| -4% | -$89.7K | 0.84% | 25 |
|
|
2017
Q3 | $2.32M | Buy |
36,386
+3,348
| +10% | +$195K | 0.98% | 19 |
|
|
2017
Q2 | $1.84M | Sell |
33,038
-1,100
| -3% | -$59.9K | 0.84% | 29 |
|
|
2017
Q1 | $1.86M | Sell |
34,138
-598
| -2% | -$32.8K | 0.87% | 26 |
|
|
2016
Q4 | $2.06M | Buy |
34,736
+2,534
| +8% | +$139K | 1.04% | 19 |
|
|
2016
Q3 | $1.74M | Sell |
32,202
-1,311
| -4% | -$84.2K | 0.95% | 26 |
|
|
2016
Q2 | $2.46M | Buy |
+33,513
| New | +$2.37M | 1.43% | 15 |
|
Other funds holding BMY
VCM
VPM
