O'Brien Greene & Co’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 | $264K | Buy |
5,695
+19
| +0.3% | +$880 | 0.09% | 113 |
|
|
2025
Q1 | $346K | Sell |
5,676
-8
| -0.1% | -$488 | 0.12% | 100 |
|
|
2024
Q4 | $321K | Sell |
5,684
-364
| -6% | -$20.6K | 0.1% | 106 |
|
|
2024
Q3 | $313K | Sell |
6,048
-256
| -4% | -$13.2K | 0.1% | 113 |
|
|
2024
Q2 | $262K | Buy |
6,304
+196
| +3% | +$8.14K | 0.08% | 120 |
|
|
2024
Q1 | $331K | Hold |
6,108
| – | – | 0.11% | 105 |
|
|
2023
Q4 | $313K | Sell |
6,108
-302
| -5% | -$15.5K | 0.11% | 103 |
|
|
2023
Q3 | $372K | Sell |
6,410
-150
| -2% | -$8.71K | 0.14% | 90 |
|
|
2023
Q2 | $420K | Sell |
6,560
-316
| -5% | -$20.2K | 0.15% | 89 |
|
|
2023
Q1 | $477K | Hold |
6,876
| – | – | 0.18% | 85 |
|
|
2022
Q4 | $495K | Sell |
6,876
-15,852
| -70% | -$1.14M | 0.19% | 82 |
|
|
2022
Q3 | $1.62M | Buy |
22,728
+15,152
| +200% | +$1.08M | 0.21% | 72 |
|
|
2022
Q2 | $583K | Buy |
7,576
+184
| +2% | +$14.2K | 0.22% | 67 |
|
|
2022
Q1 | $540K | Sell |
7,392
-34
| -0.5% | -$2.48K | 0.18% | 83 |
|
|
2021
Q4 | $463K | Sell |
7,426
-184
| -2% | -$11.5K | 0.15% | 93 |
|
|
2021
Q3 | $450K | Hold |
7,610
| – | – | 0.16% | 93 |
|
|
2021
Q2 | $509K | Hold |
7,610
| – | – | 0.18% | 83 |
|
|
2021
Q1 | $480K | Buy |
7,610
+1,200
| +19% | +$75.7K | 0.19% | 83 |
|
|
2020
Q4 | $398K | Buy |
+6,410
| New | +$398K | 0.16% | 90 |
|
|
2020
Q1 | – | Sell |
-3,189
| Closed | -$205K | – | 102 |
|
|
2019
Q4 | $205K | Buy |
+3,189
| New | +$205K | 0.1% | 101 |
|