Rehmann Capital Advisory 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 | $1.7M | Buy |
36,700
+2,372
| +7% | +$110K | 0.1% | 141 |
|
|
2025
Q1 | $2.09M | Buy |
34,328
+3,825
| +13% | +$233K | 0.13% | 119 |
|
|
2024
Q4 | $1.73M | Buy |
30,503
+2,933
| +11% | +$166K | 0.11% | 143 |
|
|
2024
Q3 | $1.43M | Buy |
27,570
+2,412
| +10% | +$126K | 0.09% | 161 |
|
|
2024
Q2 | $1.04M | Sell |
25,158
-1,449
| -5% | -$60.2K | 0.07% | 197 |
|
|
2024
Q1 | $1.44M | Buy |
26,607
+3,080
| +13% | +$167K | 0.11% | 150 |
|
|
2023
Q4 | $1.21M | Buy |
23,527
+46
| +0.2% | +$2.36K | 0.1% | 160 |
|
|
2023
Q3 | $1.36M | Sell |
23,481
-245
| -1% | -$14.2K | 0.13% | 129 |
|
|
2023
Q2 | $1.52M | Buy |
23,726
+1,403
| +6% | +$89.7K | 0.14% | 122 |
|
|
2023
Q1 | $1.55M | Buy |
22,323
+2,483
| +13% | +$172K | 0.15% | 123 |
|
|
2022
Q4 | $1.43M | Buy |
19,840
+919
| +5% | +$66.1K | 0.15% | 129 |
|
|
2022
Q3 | $1.35M | Buy |
18,921
+1,852
| +11% | +$132K | 0.15% | 129 |
|
|
2022
Q2 | $1.31M | Sell |
17,069
-341
| -2% | -$26.3K | 0.14% | 129 |
|
|
2022
Q1 | $1.27M | Buy |
17,410
+1,415
| +9% | +$103K | 0.12% | 147 |
|
|
2021
Q4 | $984K | Buy |
15,995
+304
| +2% | +$18.7K | 0.09% | 193 |
|
|
2021
Q3 | $928K | Sell |
15,691
-384
| -2% | -$22.7K | 0.09% | 200 |
|
|
2021
Q2 | $1.07M | Sell |
16,075
-3,291
| -17% | -$219K | 0.1% | 167 |
|
|
2021
Q1 | $1.22M | Buy |
19,366
+375
| +2% | +$23.7K | 0.13% | 139 |
|
|
2020
Q4 | $1.18M | Sell |
18,991
-1,073
| -5% | -$66.6K | 0.13% | 127 |
|
|
2020
Q3 | $1.21M | Buy |
20,064
+65
| +0.3% | +$3.92K | 0.15% | 120 |
|
|
2020
Q2 | $1.18M | Buy |
19,999
+2,767
| +16% | +$163K | 0.16% | 116 |
|
|
2020
Q1 | $961K | Buy |
+17,232
| New | +$961K | 0.16% | 113 |
|
|
2019
Q3 | – | Sell |
-10,209
| Closed | -$463K | – | 1719 |
|
|
2019
Q2 | $463K | Buy |
10,209
+224
| +2% | +$10.2K | 0.06% | 264 |
|
|
2019
Q1 | $476K | Sell |
9,985
-609
| -6% | -$29.1K | 0.06% | 231 |
|
|
2018
Q4 | $551K | Buy |
10,594
+32
| +0.3% | +$1.66K | 0.08% | 128 |
|
|
2018
Q3 | $656K | Sell |
10,562
-1,537
| -13% | -$95.4K | 0.09% | 177 |
|
|
2018
Q2 | $670K | Sell |
12,099
-754
| -6% | -$41.7K | 0.1% | 172 |
|
|
2018
Q1 | $813K | Sell |
12,853
-3,244
| -20% | -$205K | 0.13% | 133 |
|
|
2017
Q4 | $986K | Sell |
16,097
-134
| -0.8% | -$8.21K | 0.17% | 115 |
|
|
2017
Q3 | $1.04M | Buy |
16,231
+2,636
| +19% | +$168K | 0.19% | 107 |
|
|
2017
Q2 | $758K | Sell |
13,595
-1,917
| -12% | -$107K | 0.14% | 125 |
|
|
2017
Q1 | $844K | Buy |
15,512
+750
| +5% | +$40.8K | 0.14% | 132 |
|
|
2016
Q4 | $863K | Sell |
14,762
-442
| -3% | -$25.8K | 0.16% | 127 |
|
|
2016
Q3 | $820K | Sell |
15,204
-1,327
| -8% | -$71.6K | 0.16% | 118 |
|
|
2016
Q2 | $1.22M | Buy |
16,531
+3,365
| +26% | +$248K | 0.23% | 91 |
|
|
2016
Q1 | $841K | Buy |
13,166
+3,270
| +33% | +$209K | 0.16% | 111 |
|
|
2015
Q4 | $681K | Buy |
9,896
+480
| +5% | +$33K | 0.14% | 121 |
|
|
2015
Q3 | $557K | Sell |
9,416
-306
| -3% | -$18.1K | 0.13% | 133 |
|
|
2015
Q2 | $647K | Sell |
9,722
-322
| -3% | -$21.4K | 0.15% | 128 |
|
|
2015
Q1 | $648K | Sell |
10,044
-163
| -2% | -$10.5K | 0.15% | 131 |
|
|
2014
Q4 | $603K | Buy |
10,207
+462
| +5% | +$27.3K | 0.14% | 134 |
|
|
2014
Q3 | $499K | Buy |
9,745
+9
| +0.1% | +$461 | 0.12% | 147 |
|
|
2014
Q2 | $472K | Buy |
9,736
+1,936
| +25% | +$93.9K | 0.11% | 152 |
|
|
2014
Q1 | $405K | Sell |
7,800
-455
| -6% | -$23.6K | 0.11% | 161 |
|
|
2013
Q4 | $439K | Buy |
8,255
+795
| +11% | +$42.3K | 0.13% | 150 |
|
|
2013
Q3 | $345K | Buy |
7,460
+384
| +5% | +$17.8K | 0.11% | 170 |
|
|
2013
Q2 | $316K | Buy |
+7,076
| New | +$316K | 0.11% | 167 |
|