Ritholtz Wealth Management’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 | $1.06M | Sell |
22,896
-14,008
| -38% | -$648K | 0.02% | 440 |
|
|
2025
Q1 | $2.25M | Sell |
36,904
-2,485
| -6% | -$152K | 0.07% | 227 |
|
|
2024
Q4 | $2.23M | Buy |
39,389
+15,546
| +65% | +$879K | 0.07% | 208 |
|
|
2024
Q3 | $1.23M | Buy |
23,843
+10,669
| +81% | +$552K | 0.04% | 331 |
|
|
2024
Q2 | $547K | Sell |
13,174
-3,969
| -23% | -$165K | 0.02% | 487 |
|
|
2024
Q1 | $930K | Buy |
17,143
+1,478
| +9% | +$80.2K | 0.03% | 379 |
|
|
2023
Q4 | $804K | Buy |
15,665
+720
| +5% | +$36.9K | 0.03% | 377 |
|
|
2023
Q3 | $867K | Sell |
14,945
-6,110
| -29% | -$355K | 0.04% | 322 |
|
|
2023
Q2 | $1.35M | Sell |
21,055
-3,083
| -13% | -$197K | 0.06% | 208 |
|
|
2023
Q1 | $1.67M | Sell |
24,138
-18,201
| -43% | -$1.26M | 0.08% | 152 |
|
|
2022
Q4 | $3.05M | Sell |
42,339
-7,676
| -15% | -$552K | 0.17% | 92 |
|
|
2022
Q3 | $3.56M | Buy |
50,015
+17,698
| +55% | +$1.26M | 0.19% | 71 |
|
|
2022
Q2 | $2.49M | Buy |
32,317
+9,407
| +41% | +$724K | 0.16% | 74 |
|
|
2022
Q1 | $1.67M | Buy |
22,910
+9,441
| +70% | +$689K | 0.11% | 112 |
|
|
2021
Q4 | $840K | Buy |
13,469
+2,389
| +22% | +$149K | 0.05% | 195 |
|
|
2021
Q3 | $656K | Sell |
11,080
-3,074
| -22% | -$182K | 0.05% | 208 |
|
|
2021
Q2 | $946K | Buy |
14,154
+3,048
| +27% | +$204K | 0.07% | 149 |
|
|
2021
Q1 | $701K | Sell |
11,106
-755
| -6% | -$47.7K | 0.06% | 157 |
|
|
2020
Q4 | $736K | Buy |
11,861
+1,747
| +17% | +$108K | 0.07% | 116 |
|
|
2020
Q3 | $610K | Buy |
10,114
+1,010
| +11% | +$60.9K | 0.07% | 115 |
|
|
2020
Q2 | $535K | Buy |
9,104
+1,734
| +24% | +$102K | 0.07% | 108 |
|
|
2020
Q1 | $411K | Buy |
7,370
+3,707
| +101% | +$207K | 0.07% | 83 |
|
|
2019
Q4 | $235K | Buy |
+3,663
| New | +$235K | 0.03% | 125 |
|
|
2019
Q2 | – | Sell |
-5,812
| Closed | -$277K | – | 134 |
|
|
2019
Q1 | $277K | Buy |
5,812
+262
| +5% | +$12.5K | 0.05% | 105 |
|
|
2018
Q4 | $288K | Sell |
5,550
-3,600
| -39% | -$187K | 0.07% | 100 |
|
|
2018
Q3 | $568K | Sell |
9,150
-825
| -8% | -$51.2K | 0.14% | 56 |
|
|
2018
Q2 | $552K | Sell |
9,975
-2,769
| -22% | -$153K | 0.15% | 55 |
|
|
2018
Q1 | $806K | Sell |
12,744
-5,581
| -30% | -$353K | 0.23% | 38 |
|
|
2017
Q4 | $1.12M | Buy |
18,325
+13,510
| +281% | +$828K | 0.33% | 38 |
|
|
2017
Q3 | $307K | Hold |
4,815
| – | – | 0.11% | 55 |
|
|
2017
Q2 | $268K | Buy |
+4,815
| New | +$268K | 0.11% | 57 |
|
|
2016
Q4 | $261K | Buy |
+4,465
| New | +$261K | 0.13% | 60 |
|