Shelton Capital 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 | $17M | Sell |
367,963
-91,108
| -20% | -$4.22M | 0.39% | 53 |
|
|
2025
Q1 | $28M | Buy |
459,071
+243,887
| +113% | +$14.9M | 0.67% | 28 |
|
|
2024
Q4 | $12.2M | Buy |
215,184
+105,101
| +95% | +$5.94M | 0.3% | 81 |
|
|
2024
Q3 | $5.7M | Sell |
110,083
-9,071
| -8% | -$469K | 0.15% | 139 |
|
|
2024
Q2 | $4.95M | Sell |
119,154
-1,301
| -1% | -$54K | 0.13% | 146 |
|
|
2024
Q1 | $6.53M | Sell |
120,455
-5,598
| -4% | -$304K | 0.19% | 126 |
|
|
2023
Q4 | $6.47M | Sell |
126,053
-8,753
| -6% | -$449K | 0.2% | 113 |
|
|
2023
Q3 | $7.82M | Sell |
134,806
-2,198
| -2% | -$128K | 0.29% | 83 |
|
|
2023
Q2 | $8.76M | Sell |
137,004
-32,798
| -19% | -$2.1M | 0.31% | 68 |
|
|
2023
Q1 | $11.8M | Buy |
169,802
+134,002
| +374% | +$9.29M | 0.49% | 39 |
|
|
2022
Q4 | $2.58M | Sell |
35,800
-79,258
| -69% | -$5.7M | 0.27% | 128 |
|
|
2022
Q3 | $8.18M | Buy |
115,058
+18,640
| +19% | +$1.33M | 0.39% | 71 |
|
|
2022
Q2 | $7.42M | Sell |
96,418
-5,603
| -5% | -$431K | 0.33% | 76 |
|
|
2022
Q1 | $7.45M | Buy |
102,021
+42,247
| +71% | +$3.09M | 0.28% | 87 |
|
|
2021
Q4 | $3.73M | Sell |
59,774
-38,200
| -39% | -$2.38M | 0.13% | 165 |
|
|
2021
Q3 | $5.8M | Buy |
97,974
+40,380
| +70% | +$2.39M | 0.23% | 100 |
|
|
2021
Q2 | $3.85M | Buy |
57,594
+32,000
| +125% | +$2.14M | 0.15% | 153 |
|
|
2021
Q1 | $1.62M | Sell |
25,594
-693
| -3% | -$43.8K | 0.06% | 255 |
|
|
2020
Q4 | $1.63M | Sell |
26,287
-156,730
| -86% | -$9.72M | 0.07% | 218 |
|
|
2020
Q3 | $11M | Buy |
183,017
+156,692
| +595% | +$9.45M | 0.46% | 40 |
|
|
2020
Q2 | $1.55M | Buy |
26,325
+468
| +2% | +$27.5K | 0.09% | 201 |
|
|
2020
Q1 | $1.44M | Hold |
25,857
| – | – | 0.1% | 177 |
|
|
2019
Q4 | $1.66M | Sell |
25,857
-3,008
| -10% | -$193K | 0.09% | 185 |
|
|
2019
Q3 | $1.46M | Sell |
28,865
-200
| -0.7% | -$10.1K | 0.09% | 186 |
|
|
2019
Q2 | $1.32M | Buy |
29,065
+27,626
| +1,920% | +$1.25M | 0.08% | 205 |
|
|
2019
Q1 | $30.2K | Sell |
1,439
-29,326
| -95% | -$615K | 0.12% | 172 |
|
|
2018
Q4 | $1.6M | Sell |
30,765
-2,900
| -9% | -$151K | 0.11% | 162 |
|
|
2018
Q3 | $2.09M | Buy |
33,665
+490
| +1% | +$30.4K | 0.12% | 145 |
|
|
2018
Q2 | $1.84M | Buy |
33,175
+1,230
| +4% | +$68.1K | 0.11% | 161 |
|
|
2018
Q1 | $2.02M | Sell |
31,945
-500
| -2% | -$31.6K | 0.13% | 150 |
|
|
2017
Q4 | $1.99M | Hold |
32,445
| – | – | 0.13% | 152 |
|
|
2017
Q3 | $2.07M | Sell |
32,445
-400
| -1% | -$25.5K | 0.14% | 143 |
|
|
2017
Q2 | $1.83M | Buy |
32,845
+900
| +3% | +$50.1K | 0.13% | 155 |
|
|
2017
Q1 | $1.74M | Sell |
31,945
-400
| -1% | -$21.8K | 0.12% | 150 |
|
|
2016
Q4 | $1.89M | Sell |
32,345
-11,250
| -26% | -$657K | 0.14% | 145 |
|
|
2016
Q3 | $2.35M | Sell |
43,595
-7,860
| -15% | -$424K | 0.2% | 95 |
|
|
2016
Q2 | $3.79M | Buy |
51,455
+6,512
| +14% | +$479K | 0.33% | 63 |
|
|
2016
Q1 | $2.87M | Buy |
44,943
+510
| +1% | +$32.6K | 0.26% | 80 |
|
|
2015
Q4 | $3.06M | Buy |
44,433
+4,284
| +11% | +$295K | 0.3% | 68 |
|
|
2015
Q3 | $2.38M | Hold |
40,149
| – | – | 0.26% | 77 |
|
|
2015
Q2 | $2.67M | Buy |
40,149
+10,900
| +37% | +$725K | 0.28% | 73 |
|
|
2015
Q1 | $1.89M | Sell |
29,249
-934
| -3% | -$60.3K | 0.2% | 106 |
|
|
2014
Q4 | $1.78M | Sell |
30,183
-630
| -2% | -$37.2K | 0.21% | 99 |
|
|
2014
Q3 | $1.58M | Buy |
30,813
+1,000
| +3% | +$51.2K | 0.21% | 97 |
|
|
2014
Q2 | $1.45M | Hold |
29,813
| – | – | 0.2% | 100 |
|
|
2014
Q1 | $1.55M | Hold |
29,813
| – | – | 0.23% | 93 |
|
|
2013
Q4 | $1.59M | Sell |
29,813
-1,300
| -4% | -$69.1K | 0.24% | 89 |
|
|
2013
Q3 | $1.44M | Hold |
31,113
| – | – | 0.24% | 90 |
|
|
2013
Q2 | $1.39M | Buy |
+31,113
| New | +$1.39M | 0.25% | 87 |
|