SWK
Stephen W. Kidder’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
4,750
+150
| +3% | +$6.94K | 0.07% | 73 |
|
|
2025
Q1 | $281K | Hold |
4,600
| – | – | 0.09% | 61 |
|
|
2024
Q4 | $260K | Hold |
4,600
| – | – | 0.08% | 60 |
|
|
2024
Q3 | $238K | Sell |
4,600
-550
| -11% | -$28.5K | 0.07% | 66 |
|
|
2024
Q2 | $214K | Sell |
5,150
-50
| -1% | -$2.08K | 0.07% | 68 |
|
|
2024
Q1 | $282K | Sell |
5,200
-141
| -3% | -$7.65K | 0.09% | 60 |
|
|
2023
Q4 | $274K | Sell |
5,341
-140
| -3% | -$7.18K | 0.09% | 65 |
|
|
2023
Q3 | $318K | Hold |
5,481
| – | – | 0.11% | 62 |
|
|
2023
Q2 | $351K | Hold |
5,481
| – | – | 0.11% | 62 |
|
|
2023
Q1 | $380K | Sell |
5,481
-100
| -2% | -$6.93K | 0.13% | 60 |
|
|
2022
Q4 | $402K | Buy |
+5,581
| New | +$402K | 0.15% | 60 |
|
|
2019
Q1 | – | Sell |
-4,850
| Closed | -$252K | – | 75 |
|
|
2018
Q4 | $252K | Hold |
4,850
| – | – | 0.11% | 69 |
|
|
2018
Q3 | $301K | Sell |
4,850
-500
| -9% | -$31K | 0.11% | 78 |
|
|
2018
Q2 | $297K | Sell |
5,350
-150
| -3% | -$8.33K | 0.11% | 79 |
|
|
2018
Q1 | $347K | Sell |
5,500
-1,100
| -17% | -$69.4K | 0.13% | 72 |
|
|
2017
Q4 | $405K | Buy |
6,600
+1,600
| +32% | +$98.2K | 0.15% | 72 |
|
|
2017
Q3 | $318K | Sell |
5,000
-200
| -4% | -$12.7K | 0.12% | 78 |
|
|
2017
Q2 | $290K | Hold |
5,200
| – | – | 0.11% | 80 |
|
|
2017
Q1 | $283K | Sell |
5,200
-500
| -9% | -$27.2K | 0.11% | 83 |
|
|
2016
Q4 | $334K | Hold |
5,700
| – | – | 0.14% | 79 |
|
|
2016
Q3 | $307K | Sell |
5,700
-2,500
| -30% | -$135K | 0.12% | 80 |
|
|
2016
Q2 | $603K | Sell |
8,200
-200
| -2% | -$14.7K | 0.24% | 64 |
|
|
2016
Q1 | $536K | Hold |
8,400
| – | – | 0.22% | 64 |
|
|
2015
Q4 | $578K | Hold |
8,400
| – | – | 0.25% | 63 |
|
|
2015
Q3 | $497K | Sell |
8,400
-100
| -1% | -$5.92K | 0.25% | 61 |
|
|
2015
Q2 | $565K | Sell |
8,500
-1,500
| -15% | -$99.7K | 0.26% | 60 |
|
|
2015
Q1 | $644K | Sell |
10,000
-500
| -5% | -$32.2K | 0.28% | 61 |
|
|
2014
Q4 | $620K | Hold |
10,500
| – | – | 0.27% | 65 |
|
|
2014
Q3 | $537K | Buy |
+10,500
| New | +$537K | 0.24% | 64 |
|