SFE Investment Counsel’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
$1.2M Sell
25,840
-11,966
-32% -$554K 0.21% 81
2025
Q1
$2.31M Sell
37,806
-3,150
-8% -$192K 0.46% 69
2024
Q4
$2.32M Sell
40,956
-4,675
-10% -$264K 0.49% 66
2024
Q3
$2.36M Sell
45,631
-8,925
-16% -$462K 0.49% 63
2024
Q2
$2.27M Sell
54,556
-5,535
-9% -$230K 0.5% 61
2024
Q1
$3.26M Buy
60,091
+6,190
+11% +$336K 0.74% 49
2023
Q4
$2.77M Sell
53,901
-13,030
-19% -$669K 0.72% 50
2023
Q3
$3.88M Sell
66,931
-44,624
-40% -$2.59M 1.13% 38
2023
Q2
$7.13M Buy
111,555
+1,085
+1% +$69.4K 2.02% 12
2023
Q1
$7.52M Buy
110,470
+3,795
+4% +$258K 2.33% 10
2022
Q4
$7.87M Sell
106,675
-6,023
-5% -$444K 2.45% 7
2022
Q3
$8.01M Sell
112,698
-4,615
-4% -$328K 2.52% 8
2022
Q2
$9.03M Sell
117,313
-11,125
-9% -$857K 2.69% 4
2022
Q1
$9.38M Sell
128,438
-5,395
-4% -$394K 2.37% 8
2021
Q4
$8.34M Sell
133,833
-6,489
-5% -$405K 2.14% 11
2021
Q3
$8.3M Buy
140,322
+2,943
+2% +$174K 2.33% 10
2021
Q2
$9.18M Buy
137,379
+5,735
+4% +$383K 2.52% 7
2021
Q1
$8.31M Buy
131,644
+35,499
+37% +$2.24M 2.42% 7
2020
Q4
$5.96M Buy
96,145
+9,310
+11% +$578K 1.89% 17
2020
Q3
$5.24M Buy
86,835
+20,755
+31% +$1.25M 2.09% 16
2020
Q2
$3.89M Buy
66,080
+7,355
+13% +$433K 1.72% 21
2020
Q1
$3.27M Buy
58,725
+1,320
+2% +$73.6K 1.8% 19
2019
Q4
$3.69M Sell
57,405
-1,460
-2% -$93.7K 1.51% 23
2019
Q3
$2.99M Buy
58,865
+3,050
+5% +$155K 1.26% 29
2019
Q2
$2.53M Buy
55,815
+19,375
+53% +$879K 1.08% 32
2019
Q1
$1.74M Buy
36,440
+21,445
+143% +$1.02M 0.78% 41
2018
Q4
$779K Sell
14,995
-1,380
-8% -$71.7K 0.4% 71
2018
Q3
$1.02M Buy
16,375
+1,290
+9% +$80.1K 0.39% 71
2018
Q2
$835K Buy
15,085
+3,260
+28% +$180K 0.35% 76
2018
Q1
$748K Buy
11,825
+3,090
+35% +$195K 0.39% 68
2017
Q4
$535K Buy
8,735
+4,920
+129% +$301K 0.22% 91
2017
Q3
$243K Buy
+3,815
New +$243K 0.1% 107