Shepherd Financial Partners’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 | $423K | Sell |
9,134
-30
| -0.3% | -$1.39K | 0.04% | 168 |
|
|
2025
Q1 | $559K | Sell |
9,164
-264
| -3% | -$16.1K | 0.07% | 145 |
|
|
2024
Q4 | $533K | Buy |
9,428
+423
| +5% | +$23.9K | 0.06% | 138 |
|
|
2024
Q3 | $466K | Sell |
9,005
-135
| -1% | -$6.99K | 0.06% | 153 |
|
|
2024
Q2 | $380K | Sell |
9,140
-1,920
| -17% | -$79.7K | 0.05% | 164 |
|
|
2024
Q1 | $600K | Buy |
11,060
+122
| +1% | +$6.62K | 0.08% | 136 |
|
|
2023
Q4 | $561K | Sell |
10,938
-132
| -1% | -$6.77K | 0.08% | 134 |
|
|
2023
Q3 | $643K | Buy |
11,070
+1,779
| +19% | +$103K | 0.1% | 113 |
|
|
2023
Q2 | $594K | Buy |
9,291
+1,445
| +18% | +$92.4K | 0.09% | 119 |
|
|
2023
Q1 | $544K | Buy |
7,846
+11
| +0.1% | +$762 | 0.09% | 122 |
|
|
2022
Q4 | $564K | Buy |
7,835
+126
| +2% | +$9.07K | 0.1% | 112 |
|
|
2022
Q3 | $548K | Buy |
7,709
+1,972
| +34% | +$140K | 0.11% | 111 |
|
|
2022
Q2 | $442K | Buy |
5,737
+1,130
| +25% | +$87.1K | 0.09% | 120 |
|
|
2022
Q1 | $336K | Buy |
+4,607
| New | +$336K | 0.06% | 134 |
|
|
2021
Q4 | – | Sell |
-4,068
| Closed | -$240K | – | 154 |
|
|
2021
Q3 | $240K | Hold |
4,068
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $272K | Sell |
4,068
-6
| -0.1% | -$401 | 0.05% | 131 |
|
|
2021
Q1 | $257K | Buy |
4,074
+50
| +1% | +$3.15K | 0.06% | 130 |
|
|
2020
Q4 | $250K | Hold |
4,024
| – | – | 0.06% | 125 |
|
|
2020
Q3 | $243K | Hold |
4,024
| – | – | 0.06% | 119 |
|
|
2020
Q2 | $237K | Sell |
4,024
-192
| -5% | -$11.3K | 0.06% | 114 |
|
|
2020
Q1 | $236K | Buy |
+4,216
| New | +$236K | 0.08% | 110 |
|
|
2018
Q2 | – | Sell |
-43,720
| Closed | -$2.76M | – | 129 |
|
|
2018
Q1 | $2.76M | Sell |
43,720
-1,380
| -3% | -$87.2K | 0.68% | 25 |
|
|
2017
Q4 | $2.77M | Sell |
45,100
-3,689
| -8% | -$226K | 0.65% | 27 |
|
|
2017
Q3 | $3.13M | Sell |
48,789
-14
| -0% | -$898 | 0.73% | 26 |
|
|
2017
Q2 | $2.73M | Sell |
48,803
-1,506
| -3% | -$84.3K | 0.67% | 30 |
|
|
2017
Q1 | $2.67M | Buy |
50,309
+808
| +2% | +$42.9K | 0.69% | 28 |
|
|
2016
Q4 | $2.94M | Buy |
+49,501
| New | +$2.94M | 0.83% | 25 |
|