Sand Hill Global 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 | – | Sell |
-5,097
| Closed | -$311K | – | 204 |
|
|
2025
Q1 | $311K | Sell |
5,097
-167
| -3% | -$10.2K | 0.01% | 165 |
|
|
2024
Q4 | $298K | Sell |
5,264
-670
| -11% | -$37.9K | 0.01% | 167 |
|
|
2024
Q3 | $307K | Hold |
5,934
| – | – | 0.01% | 162 |
|
|
2024
Q2 | $246K | Sell |
5,934
-69
| -1% | -$2.87K | 0.01% | 175 |
|
|
2024
Q1 | $326K | Hold |
6,003
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $308K | Sell |
6,003
-78
| -1% | -$4K | 0.01% | 140 |
|
|
2023
Q3 | $353K | Sell |
6,081
-410
| -6% | -$23.8K | 0.02% | 126 |
|
|
2023
Q2 | $415K | Sell |
6,491
-120
| -2% | -$7.67K | 0.02% | 121 |
|
|
2023
Q1 | $458K | Buy |
6,611
+2,500
| +61% | +$173K | 0.02% | 121 |
|
|
2022
Q4 | $296K | Sell |
4,111
-934
| -19% | -$67.2K | 0.02% | 141 |
|
|
2022
Q3 | $359K | Buy |
5,045
+684
| +16% | +$48.7K | 0.02% | 128 |
|
|
2022
Q2 | $336K | Buy |
4,361
+233
| +6% | +$18K | 0.02% | 129 |
|
|
2022
Q1 | $301K | Hold |
4,128
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $257K | Sell |
4,128
-7
| -0.2% | -$436 | 0.01% | 139 |
|
|
2021
Q3 | $245K | Buy |
4,135
+260
| +7% | +$15.4K | 0.01% | 139 |
|
|
2021
Q2 | $259K | Buy |
3,875
+235
| +6% | +$15.7K | 0.02% | 136 |
|
|
2021
Q1 | $230K | Buy |
3,640
+138
| +4% | +$8.72K | 0.02% | 125 |
|
|
2020
Q4 | $217K | Sell |
3,502
-585
| -14% | -$36.2K | 0.01% | 133 |
|
|
2020
Q3 | $246K | Buy |
4,087
+218
| +6% | +$13.1K | 0.02% | 117 |
|
|
2020
Q2 | $227K | Sell |
3,869
-22
| -0.6% | -$1.29K | 0.02% | 115 |
|
|
2020
Q1 | $217K | Sell |
3,891
-759
| -16% | -$42.3K | 0.02% | 112 |
|
|
2019
Q4 | $298K | Buy |
+4,650
| New | +$298K | 0.03% | 118 |
|
|
2019
Q2 | – | Sell |
-5,611
| Closed | -$268K | – | 105 |
|
|
2019
Q1 | $268K | Buy |
+5,611
| New | +$268K | 0.03% | 93 |
|
|
2018
Q4 | – | Sell |
-4,084
| Closed | -$254K | – | 103 |
|
|
2018
Q3 | $254K | Hold |
4,084
| – | – | 0.02% | 93 |
|
|
2018
Q2 | $226K | Buy |
+4,084
| New | +$226K | 0.02% | 99 |
|
|
2018
Q1 | – | Sell |
-3,470
| Closed | -$213K | – | 80 |
|
|
2017
Q4 | $213K | Sell |
3,470
-498
| -13% | -$30.6K | 0.02% | 107 |
|
|
2017
Q3 | $253K | Sell |
3,968
-1,774
| -31% | -$113K | 0.03% | 101 |
|
|
2017
Q2 | $320K | Buy |
5,742
+131
| +2% | +$7.3K | 0.04% | 91 |
|
|
2017
Q1 | $305K | Sell |
5,611
-1,297
| -19% | -$70.5K | 0.04% | 74 |
|
|
2016
Q4 | $404K | Buy |
6,908
+1,901
| +38% | +$111K | 0.06% | 63 |
|
|
2016
Q3 | $270K | Sell |
5,007
-264
| -5% | -$14.2K | 0.04% | 64 |
|
|
2016
Q2 | $388K | Sell |
5,271
-100
| -2% | -$7.36K | 0.06% | 61 |
|
|
2016
Q1 | $343K | Buy |
5,371
+1,939
| +56% | +$124K | 0.05% | 64 |
|
|
2015
Q4 | $236K | Buy |
+3,432
| New | +$236K | 0.04% | 73 |
|