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 |
|