Pettyjohn Wood & White’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 | $219K | Sell |
4,729
-300
| -6% | -$13.9K | 0.04% | 189 |
|
|
2025
Q1 | $307K | Sell |
5,029
-1,435
| -22% | -$87.5K | 0.06% | 152 |
|
|
2024
Q4 | $366K | Sell |
6,464
-328
| -5% | -$18.6K | 0.07% | 149 |
|
|
2024
Q3 | $351K | Hold |
6,792
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $282K | Sell |
6,792
-200
| -3% | -$8.31K | 0.05% | 170 |
|
|
2024
Q1 | $379K | Hold |
6,992
| – | – | 0.08% | 143 |
|
|
2023
Q4 | $359K | Sell |
6,992
-438
| -6% | -$22.5K | 0.08% | 142 |
|
|
2023
Q3 | $431K | Buy |
7,430
+123
| +2% | +$7.14K | 0.1% | 117 |
|
|
2023
Q2 | $467K | Buy |
7,307
+250
| +4% | +$16K | 0.11% | 108 |
|
|
2023
Q1 | $489K | Sell |
7,057
-100
| -1% | -$6.93K | 0.12% | 109 |
|
|
2022
Q4 | $515K | Hold |
7,157
| – | – | 0.13% | 107 |
|
|
2022
Q3 | $509K | Hold |
7,157
| – | – | 0.14% | 102 |
|
|
2022
Q2 | $551K | Buy |
7,157
+248
| +4% | +$19.1K | 0.13% | 102 |
|
|
2022
Q1 | $505K | Hold |
6,909
| – | – | 0.11% | 105 |
|
|
2021
Q4 | $431K | Hold |
6,909
| – | – | 0.09% | 120 |
|
|
2021
Q3 | $409K | Sell |
6,909
-100
| -1% | -$5.92K | 0.09% | 120 |
|
|
2021
Q2 | $468K | Sell |
7,009
-250
| -3% | -$16.7K | 0.1% | 109 |
|
|
2021
Q1 | $458K | Buy |
7,259
+8
| +0.1% | +$505 | 0.11% | 109 |
|
|
2020
Q4 | $450K | Sell |
7,251
-50
| -0.7% | -$3.1K | 0.11% | 104 |
|
|
2020
Q3 | $440K | Sell |
7,301
-83
| -1% | -$5K | 0.13% | 100 |
|
|
2020
Q2 | $434K | Sell |
7,384
-250
| -3% | -$14.7K | 0.14% | 98 |
|
|
2020
Q1 | $426K | Buy |
7,634
+102
| +1% | +$5.69K | 0.16% | 94 |
|
|
2019
Q4 | $483K | Sell |
7,532
-127
| -2% | -$8.14K | 0.14% | 99 |
|
|
2019
Q3 | $388K | Hold |
7,659
| – | – | 0.12% | 108 |
|
|
2019
Q2 | $347K | Buy |
7,659
+2,406
| +46% | +$109K | 0.11% | 113 |
|
|
2019
Q1 | $251K | Hold |
5,253
| – | – | 0.08% | 127 |
|
|
2018
Q4 | $273K | Hold |
5,253
| – | – | 0.1% | 119 |
|
|
2018
Q3 | $326K | Sell |
5,253
-1,240
| -19% | -$77K | 0.11% | 118 |
|
|
2018
Q2 | $359K | Sell |
6,493
-132
| -2% | -$7.3K | 0.13% | 115 |
|
|
2018
Q1 | $419K | Buy |
6,625
+100
| +2% | +$6.33K | 0.15% | 101 |
|
|
2017
Q4 | $400K | Sell |
6,525
-600
| -8% | -$36.8K | 0.14% | 101 |
|
|
2017
Q3 | $454K | Sell |
7,125
-200
| -3% | -$12.7K | 0.17% | 96 |
|
|
2017
Q2 | $408K | Sell |
7,325
-500
| -6% | -$27.9K | 0.15% | 99 |
|
|
2017
Q1 | $426K | Buy |
7,825
+40
| +0.5% | +$2.18K | 0.16% | 97 |
|
|
2016
Q4 | $455K | Hold |
7,785
| – | – | 0.18% | 94 |
|
|
2016
Q3 | $420K | Sell |
7,785
-490
| -6% | -$26.4K | 0.2% | 85 |
|
|
2016
Q2 | $609K | Sell |
8,275
-1,000
| -11% | -$73.6K | 0.24% | 85 |
|
|
2016
Q1 | $592K | Buy |
9,275
+150
| +2% | +$9.57K | 0.24% | 84 |
|
|
2015
Q4 | $628K | Buy |
9,125
+1,200
| +15% | +$82.6K | 0.27% | 82 |
|
|
2015
Q3 | $469K | Sell |
7,925
-500
| -6% | -$29.6K | 0.22% | 84 |
|
|
2015
Q2 | $561K | Sell |
8,425
-400
| -5% | -$26.6K | 0.24% | 84 |
|
|
2015
Q1 | $569K | Hold |
8,825
| – | – | 0.24% | 86 |
|
|
2014
Q4 | $521K | Sell |
8,825
-100
| -1% | -$5.9K | 0.22% | 86 |
|
|
2014
Q3 | $457K | Sell |
8,925
-100
| -1% | -$5.12K | 0.2% | 88 |
|
|
2014
Q2 | $438K | Sell |
9,025
-100
| -1% | -$4.85K | 0.19% | 94 |
|
|
2014
Q1 | $474K | Buy |
9,125
+4,690
| +106% | +$244K | 0.22% | 91 |
|
|
2013
Q4 | $236K | Hold |
4,435
| – | – | 0.14% | 98 |
|
|
2013
Q3 | $205K | Buy |
+4,435
| New | +$205K | 0.13% | 96 |
|