Ridgewood Investments’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 | $1.77M | Buy |
38,146
+10,574
| +38% | +$489K | 0.76% | 29 |
|
|
2025
Q1 | $1.53M | Sell |
27,572
-4,958
| -15% | -$275K | 0.71% | 33 |
|
|
2024
Q4 | $1.84M | Buy |
32,530
+350
| +1% | +$19.8K | 0.89% | 19 |
|
|
2024
Q3 | $1.66M | Sell |
32,180
-1,912
| -6% | -$98.9K | 0.83% | 23 |
|
|
2024
Q2 | $1.42M | Buy |
34,092
+2,911
| +9% | +$121K | 0.71% | 33 |
|
|
2024
Q1 | $1.69M | Buy |
31,181
+1,483
| +5% | +$80.4K | 0.89% | 23 |
|
|
2023
Q4 | $1.52M | Buy |
29,698
+89
| +0.3% | +$4.57K | 0.9% | 21 |
|
|
2023
Q3 | $1.72M | Buy |
29,609
+11,006
| +59% | +$639K | 1.13% | 17 |
|
|
2023
Q2 | $1.19M | Buy |
18,603
+9,186
| +98% | +$587K | 0.68% | 36 |
|
|
2023
Q1 | $653K | Hold |
9,417
| – | – | 0.4% | 71 |
|
|
2022
Q4 | $678K | Buy |
9,417
+101
| +1% | +$7.27K | 0.48% | 69 |
|
|
2022
Q3 | $662K | Hold |
9,316
| – | – | 0.55% | 54 |
|
|
2022
Q2 | $717K | Sell |
9,316
-4,569
| -33% | -$352K | 0.56% | 56 |
|
|
2022
Q1 | $1.01M | Sell |
13,885
-1,665
| -11% | -$122K | 0.67% | 39 |
|
|
2021
Q4 | $970K | Buy |
15,550
+328
| +2% | +$20.5K | 0.62% | 51 |
|
|
2021
Q3 | $901K | Sell |
15,222
-1,500
| -9% | -$88.8K | 0.61% | 53 |
|
|
2021
Q2 | $1.12M | Sell |
16,722
-9,330
| -36% | -$623K | 0.72% | 41 |
|
|
2021
Q1 | $1.65M | Sell |
26,052
-1,501
| -5% | -$94.8K | 1.01% | 16 |
|
|
2020
Q4 | $1.66M | Hold |
27,553
| – | – | 1.31% | 11 |
|
|
2020
Q3 | $1.66M | Buy |
27,553
+986
| +4% | +$59.4K | 1.3% | 11 |
|
|
2020
Q2 | $1.56M | Sell |
26,567
-193
| -0.7% | -$11.3K | 1.29% | 12 |
|
|
2020
Q1 | $1.49M | Sell |
26,760
-3,558
| -12% | -$198K | 1.51% | 8 |
|
|
2019
Q4 | $1.95M | Buy |
30,318
+1,607
| +6% | +$103K | 1.38% | 8 |
|
|
2019
Q3 | $1.46M | Buy |
28,711
+248
| +0.9% | +$12.6K | 1.13% | 11 |
|
|
2019
Q2 | $1.29M | Buy |
28,463
+10,217
| +56% | +$463K | 1.01% | 15 |
|
|
2019
Q1 | $870K | Buy |
18,246
+5,933
| +48% | +$283K | 0.72% | 32 |
|
|
2018
Q4 | $764K | Hold |
12,313
| – | – | 0.61% | 47 |
|
|
2018
Q3 | $764K | Buy |
12,313
+400
| +3% | +$24.8K | 0.61% | 47 |
|
|
2018
Q2 | $659K | Buy |
11,913
+300
| +3% | +$16.6K | 0.59% | 47 |
|
|
2018
Q1 | $735K | Sell |
11,613
-400
| -3% | -$25.3K | 0.68% | 41 |
|
|
2017
Q4 | $736K | Sell |
12,013
-200
| -2% | -$12.3K | 0.66% | 46 |
|
|
2017
Q3 | $778K | Sell |
12,213
-355
| -3% | -$22.6K | 0.74% | 35 |
|
|
2017
Q2 | $700K | Buy |
12,568
+199
| +2% | +$11.1K | 0.7% | 39 |
|
|
2017
Q1 | $673K | Hold |
12,369
| – | – | 0.72% | 41 |
|
|
2016
Q4 | $722K | Buy |
+12,369
| New | +$722K | 0.85% | 33 |
|