Ranch Capital Advisors’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 | $1.65M | Buy |
35,650
+1,511
| +4% | +$69.9K | 0.72% | 46 |
|
|
2025
Q1 | $2.08M | Buy |
34,139
+1,781
| +6% | +$109K | 0.99% | 36 |
|
|
2024
Q4 | $1.83M | Buy |
32,358
+1,162
| +4% | +$65.7K | 0.86% | 36 |
|
|
2024
Q3 | $1.61M | Buy |
31,196
+26,013
| +502% | +$1.35M | 0.76% | 42 |
|
|
2024
Q2 | $215K | Buy |
5,183
+3
| +0.1% | +$125 | 0.11% | 139 |
|
|
2024
Q1 | $281K | Buy |
5,180
+3
| +0.1% | +$163 | 0.15% | 126 |
|
|
2023
Q4 | $266K | Sell |
5,177
-26
| -0.5% | -$1.33K | 0.17% | 122 |
|
|
2023
Q3 | $302K | Sell |
5,203
-101
| -2% | -$5.86K | 0.21% | 110 |
|
|
2023
Q2 | $339K | Hold |
5,304
| – | – | 0.24% | 106 |
|
|
2023
Q1 | $368K | Sell |
5,304
-29
| -0.5% | -$2.01K | 0.27% | 105 |
|
|
2022
Q4 | $384K | Hold |
5,333
| – | – | 0.3% | 97 |
|
|
2022
Q3 | $379K | Buy |
5,333
+1
| +0% | +$71 | 0.31% | 97 |
|
|
2022
Q2 | $411K | Buy |
5,332
+2
| +0% | +$154 | 0.32% | 94 |
|
|
2022
Q1 | $389K | Buy |
5,330
+2
| +0% | +$146 | 0.26% | 105 |
|
|
2021
Q4 | $332K | Buy |
5,328
+1
| +0% | +$62 | 0.22% | 116 |
|
|
2021
Q3 | $315K | Buy |
+5,327
| New | +$315K | 0.2% | 122 |
|
|
2021
Q2 | – | Sell |
-5,419
| Closed | -$342K | – | 119 |
|
|
2021
Q1 | $342K | Sell |
5,419
-83
| -2% | -$5.24K | 0.23% | 111 |
|
|
2020
Q4 | $341K | Sell |
5,502
-1,118
| -17% | -$69.3K | 0.25% | 104 |
|
|
2020
Q3 | $399K | Sell |
6,620
-11,278
| -63% | -$680K | 0.32% | 89 |
|
|
2020
Q2 | $1.11M | Buy |
17,898
+1,511
| +9% | +$93.4K | 0.87% | 21 |
|
|
2020
Q1 | $913K | Buy |
16,387
+11,609
| +243% | +$647K | 0.9% | 21 |
|
|
2019
Q4 | $307K | Sell |
4,778
-33
| -0.7% | -$2.12K | 0.25% | 112 |
|
|
2019
Q3 | $244K | Buy |
+4,811
| New | +$244K | 0.26% | 116 |
|