RFM
Royal Fund Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
55,068
-184
| -0.3% | -$8.52K | 0.25% | 114 |
|
|
2025
Q1 | $3.4M | Sell |
55,252
-281
| -0.5% | -$17.3K | 0.38% | 88 |
|
|
2024
Q4 | $3.16M | Sell |
55,533
-494
| -0.9% | -$28.2K | 0.3% | 99 |
|
|
2024
Q3 | $2.92M | Sell |
56,027
-1,381
| -2% | -$72K | 0.17% | 122 |
|
|
2024
Q2 | $2.4M | Sell |
57,408
-5,848
| -9% | -$245K | 0.19% | 100 |
|
|
2024
Q1 | $3.43M | Buy |
63,256
+1,202
| +2% | +$65.2K | 0.34% | 86 |
|
|
2023
Q4 | $3.18M | Sell |
62,054
-2,123
| -3% | -$109K | 0.35% | 86 |
|
|
2023
Q3 | $3.72M | Sell |
64,177
-14,110
| -18% | -$819K | 0.5% | 66 |
|
|
2023
Q2 | $5.01M | Buy |
78,287
+3,696
| +5% | +$236K | 0.62% | 48 |
|
|
2023
Q1 | $5.17M | Buy |
74,591
+9,966
| +15% | +$691K | 0.74% | 46 |
|
|
2022
Q4 | $4.65M | Buy |
64,625
+1,156
| +2% | +$83.2K | 0.74% | 48 |
|
|
2022
Q3 | $4.51M | Sell |
63,469
-8,408
| -12% | -$598K | 0.82% | 45 |
|
|
2022
Q2 | $5.53M | Buy |
71,877
+1,654
| +2% | +$127K | 0.92% | 35 |
|
|
2022
Q1 | $5.13M | Buy |
70,223
+975
| +1% | +$71.2K | 0.74% | 46 |
|
|
2021
Q4 | $4.32M | Buy |
69,248
+3,233
| +5% | +$202K | 0.62% | 61 |
|
|
2021
Q3 | $3.91M | Buy |
66,015
+1,138
| +2% | +$67.3K | 0.57% | 63 |
|
|
2021
Q2 | $4.34M | Buy |
64,877
+1,873
| +3% | +$125K | 0.72% | 54 |
|
|
2021
Q1 | $3.98M | Buy |
63,004
+1,691
| +3% | +$107K | 0.73% | 58 |
|
|
2020
Q4 | $3.8M | Sell |
61,313
-8,509
| -12% | -$528K | 0.81% | 52 |
|
|
2020
Q3 | $4.21M | Buy |
69,822
+9,538
| +16% | +$575K | 1.08% | 30 |
|
|
2020
Q2 | $3.54M | Sell |
60,284
-21,853
| -27% | -$1.28M | 1.25% | 31 |
|
|
2020
Q1 | $4.58M | Sell |
82,137
-28,015
| -25% | -$1.56M | 1.87% | 10 |
|
|
2019
Q4 | $7.07M | Buy |
110,152
+15,274
| +16% | +$980K | 1.8% | 17 |
|
|
2019
Q3 | $4.81M | Buy |
94,878
+93,708
| +8,009% | +$4.75M | 1.34% | 26 |
|
|
2019
Q2 | $53K | Buy |
1,170
+489
| +72% | +$22.2K | 0.02% | 228 |
|
|
2019
Q1 | $32K | Buy |
681
+31
| +5% | +$1.46K | 0.01% | 241 |
|
|
2018
Q4 | $33K | Buy |
650
+15
| +2% | +$762 | 0.01% | 219 |
|
|
2018
Q3 | $39K | Sell |
635
-224
| -26% | -$13.8K | 0.01% | 207 |
|
|
2018
Q2 | $47K | Sell |
859
-76
| -8% | -$4.16K | 0.02% | 196 |
|
|
2018
Q1 | $59K | Buy |
935
+290
| +45% | +$18.3K | 0.02% | 184 |
|
|
2017
Q4 | $39K | Buy |
645
+181
| +39% | +$10.9K | 0.01% | 227 |
|
|
2017
Q3 | $29K | Hold |
464
| – | – | 0.01% | 210 |
|
|
2017
Q2 | $25K | Hold |
464
| – | – | 0.01% | 201 |
|
|
2017
Q1 | $25K | Buy |
464
+100
| +27% | +$5.39K | 0.01% | 191 |
|
|
2016
Q4 | $21K | Buy |
+364
| New | +$21K | 0.01% | 194 |
|