Palisades Hudson Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Palisades Hudson Asset Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,638	Closed	-$211K	–	95
2023 Q3	$211K	Sell	3,638 -24	-0.7%	-$1.39K	0.12%	89
2023 Q2	$235K	Hold	3,662	–	–	0.12%	89
2023 Q1	$254K	Sell	3,662 -44	-1%	-$3.05K	0.14%	82
2022 Q4	$267K	Buy	3,706 +11	+0.3%	+$792	0.15%	84
2022 Q3	$263K	Sell	3,695 -165	-4%	-$11.7K	0.16%	76
2022 Q2	$297K	Buy	3,860 +198	+5%	+$15.2K	0.17%	71
2022 Q1	$268K	Sell	3,662 -702	-16%	-$51.4K	0.13%	95
2021 Q4	$272K	Hold	4,364	–	–	0.12%	97
2021 Q3	$258K	Hold	4,364	–	–	0.12%	93
2021 Q2	$292K	Hold	4,364	–	–	0.13%	88
2021 Q1	$275K	Hold	4,364	–	–	0.13%	91
2020 Q4	$271K	Hold	4,364	–	–	0.14%	82
2020 Q3	$263K	Hold	4,364	–	–	0.17%	77
2020 Q2	$257K	Hold	4,364	–	–	0.18%	74
2020 Q1	$243K	Sell	4,364 -323	-7%	-$18K	0.21%	71
2019 Q4	$301K	Buy	4,687 +323	+7%	+$20.7K	0.19%	75
2019 Q3	$221K	Buy	+4,364	New	+$221K	0.15%	89
2019 Q2	–	Sell	-4,364	Closed	-$208K	–	99
2019 Q1	$208K	Sell	4,364 -700	-14%	-$33.4K	0.13%	96
2018 Q4	$263K	Hold	5,064	–	–	0.15%	88
2018 Q3	$314K	Sell	5,064 -84	-2%	-$5.21K	0.16%	83
2018 Q2	$285K	Hold	5,148	–	–	0.15%	89
2018 Q1	$326K	Hold	5,148	–	–	0.18%	79
2017 Q4	$315K	Sell	5,148 -176	-3%	-$10.8K	0.17%	79
2017 Q3	$339K	Hold	5,324	–	–	0.19%	71
2017 Q2	$297K	Buy	5,324 +176	+3%	+$9.82K	0.17%	82
2017 Q1	$280K	Hold	5,148	–	–	0.18%	78
2016 Q4	$301K	Hold	5,148	–	–	0.18%	64
2016 Q3	$278K	Hold	5,148	–	–	0.21%	68
2016 Q2	$379K	Sell	5,148 -579	-10%	-$42.6K	0.31%	43
2016 Q1	$366K	Hold	5,727	–	–	0.29%	49
2015 Q4	$394K	Hold	5,727	–	–	0.33%	41
2015 Q3	$339K	Hold	5,727	–	–	0.3%	46
2015 Q2	$381K	Sell	5,727 -1,701	-23%	-$113K	0.33%	42
2015 Q1	$479K	Hold	7,428	–	–	0.37%	33
2014 Q4	$438K	Hold	7,428	–	–	0.34%	35
2014 Q3	$380K	Buy	7,428 +2,000	+37%	+$102K	0.31%	43
2014 Q2	$263K	Hold	5,428	–	–	0.22%	58
2014 Q1	$282K	Hold	5,428	–	–	0.24%	49
2013 Q4	$288K	Hold	5,428	–	–	0.24%	50
2013 Q3	$251K	Hold	5,428	–	–	0.23%	49
2013 Q2	$243K	Buy	+5,428	New	+$243K	0.23%	50