Patton Albertson Miller Group’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 | $258K | Buy |
5,574
+824
| +17% | +$38.1K | 0.03% | 191 |
|
|
2025
Q1 | $290K | Hold |
4,750
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $269K | Hold |
4,750
| – | – | 0.04% | 189 |
|
|
2024
Q3 | $246K | Buy |
+4,750
| New | +$246K | 0.03% | 195 |
|
|
2024
Q2 | – | Sell |
-6,120
| Closed | -$332K | – | 207 |
|
|
2024
Q1 | $332K | Sell |
6,120
-981
| -14% | -$53.2K | 0.05% | 163 |
|
|
2023
Q4 | $364K | Sell |
7,101
-1,112
| -14% | -$57.1K | 0.06% | 158 |
|
|
2023
Q3 | $477K | Sell |
8,213
-225
| -3% | -$13.1K | 0.09% | 148 |
|
|
2023
Q2 | $540K | Sell |
8,438
-1,293
| -13% | -$82.7K | 0.1% | 146 |
|
|
2023
Q1 | $674K | Sell |
9,731
-114
| -1% | -$7.9K | 0.12% | 142 |
|
|
2022
Q4 | $708K | Sell |
9,845
-160
| -2% | -$11.5K | 0.13% | 138 |
|
|
2022
Q3 | $711K | Buy |
10,005
+273
| +3% | +$19.4K | 0.15% | 133 |
|
|
2022
Q2 | $749K | Sell |
9,732
-158
| -2% | -$12.2K | 0.15% | 137 |
|
|
2022
Q1 | $722K | Sell |
9,890
-710
| -7% | -$51.8K | 0.12% | 154 |
|
|
2021
Q4 | $661K | Sell |
10,600
-640
| -6% | -$39.9K | 0.11% | 159 |
|
|
2021
Q3 | $665K | Buy |
11,240
+2,670
| +31% | +$158K | 0.13% | 153 |
|
|
2021
Q2 | $573K | Sell |
8,570
-200
| -2% | -$13.4K | 0.13% | 132 |
|
|
2021
Q1 | $554K | Sell |
8,770
-65
| -0.7% | -$4.11K | 0.13% | 133 |
|
|
2020
Q4 | $525K | Sell |
8,835
-210
| -2% | -$12.5K | 0.12% | 139 |
|
|
2020
Q3 | $545K | Sell |
9,045
-180
| -2% | -$10.8K | 0.15% | 129 |
|
|
2020
Q2 | $542K | Hold |
9,225
| – | – | 0.16% | 135 |
|
|
2020
Q1 | $514K | Sell |
9,225
-479
| -5% | -$26.7K | 0.17% | 133 |
|
|
2019
Q4 | $623K | Sell |
9,704
-258
| -3% | -$16.6K | 0.16% | 135 |
|
|
2019
Q3 | $505K | Sell |
9,962
-633
| -6% | -$32.1K | 0.14% | 154 |
|
|
2019
Q2 | $501K | Buy |
+10,595
| New | +$501K | 0.14% | 150 |
|
|
2018
Q4 | – | Sell |
-1,211
| Closed | -$59K | – | 139 |
|
|
2018
Q3 | $59K | Buy |
+1,211
| New | +$59K | 0.03% | 163 |
|
|
2016
Q1 | – | Sell |
-2,968
| Closed | -$204K | – | 121 |
|
|
2015
Q4 | $204K | Buy |
+2,968
| New | +$204K | 0.1% | 119 |
|
|
2015
Q3 | – | Sell |
-3,246
| Closed | -$216K | – | 115 |
|
|
2015
Q2 | $216K | Sell |
3,246
-3
| -0.1% | -$200 | 0.09% | 120 |
|
|
2015
Q1 | $210K | Buy |
+3,249
| New | +$210K | 0.09% | 135 |
|