Richwood Investment 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 | $616K | Buy |
13,303
+225
| +2% | +$10.4K | 0.51% | 47 |
|
|
2025
Q1 | $798K | Buy |
13,078
+730
| +6% | +$44.5K | 0.68% | 36 |
|
|
2024
Q4 | $698K | Buy |
12,348
+750
| +6% | +$42.4K | 0.58% | 39 |
|
|
2024
Q3 | $600K | Sell |
11,598
-719
| -6% | -$37.2K | 0.5% | 51 |
|
|
2024
Q2 | $512K | Sell |
12,317
-504
| -4% | -$20.9K | 0.45% | 56 |
|
|
2024
Q1 | $695K | Sell |
12,821
-1,949
| -13% | -$106K | 0.62% | 41 |
|
|
2023
Q4 | $758K | Sell |
14,770
-486
| -3% | -$24.9K | 0.71% | 33 |
|
|
2023
Q3 | $885K | Sell |
15,256
-135
| -0.9% | -$7.84K | 0.9% | 26 |
|
|
2023
Q2 | $984K | Sell |
15,391
-49
| -0.3% | -$3.13K | 0.96% | 23 |
|
|
2023
Q1 | $1.07M | Sell |
15,440
-21
| -0.1% | -$1.46K | 1.07% | 22 |
|
|
2022
Q4 | $1.11M | Buy |
15,461
+206
| +1% | +$14.8K | 1.12% | 22 |
|
|
2022
Q3 | $1.09M | Sell |
15,255
-90
| -0.6% | -$6.4K | 1.19% | 18 |
|
|
2022
Q2 | $1.18M | Buy |
15,345
+82
| +0.5% | +$6.32K | 1.19% | 17 |
|
|
2022
Q1 | $1.12M | Buy |
15,263
+70
| +0.5% | +$5.11K | 1% | 22 |
|
|
2021
Q4 | $947K | Buy |
+15,193
| New | +$947K | 0.83% | 26 |
|