Sterneck Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Sterneck Capital Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Hold	5,522	–	–	0.13%	82
2025 Q1	$337K	Sell	5,522 -540	-9%	-$32.9K	0.18%	69
2024 Q4	$343K	Hold	6,062	–	–	0.19%	58
2024 Q3	$314K	Hold	6,062	–	–	0.17%	66
2024 Q2	$252K	Buy	6,062 +305	+5%	+$12.7K	0.14%	78
2024 Q1	$312K	Hold	5,757	–	–	0.19%	70
2023 Q4	$295K	Buy	5,757 +900	+19%	+$46.2K	0.19%	74
2023 Q3	$282K	Sell	4,857 -400	-8%	-$23.2K	0.19%	73
2023 Q2	$336K	Hold	5,257	–	–	0.21%	66
2023 Q1	$364K	Hold	5,257	–	–	0.23%	68
2022 Q4	$378K	Hold	5,257	–	–	0.25%	65
2022 Q3	$374K	Hold	5,257	–	–	0.26%	58
2022 Q2	$405K	Buy	5,257 +403	+8%	+$31K	0.27%	62
2022 Q1	$354K	Sell	4,854 -1,903	-28%	-$139K	0.21%	65
2021 Q4	$421K	Buy	6,757 +1,480	+28%	+$92.2K	0.25%	63
2021 Q3	$312K	Buy	5,277 +1,821	+53%	+$108K	0.2%	70
2021 Q2	$238K	Hold	3,456	–	–	0.15%	79
2021 Q1	$218K	Buy	+3,456	New	+$218K	0.15%	77
2020 Q4	–	Sell	-3,562	Closed	-$215K	–	79
2020 Q3	$215K	Sell	3,562 -1,000	-22%	-$60.4K	0.18%	67
2020 Q2	$268K	Sell	4,562 -1,600	-26%	-$94K	0.25%	57
2020 Q1	$343K	Hold	6,162	–	–	0.35%	57
2019 Q4	$396K	Buy	6,162 +70	+1%	+$4.5K	0.32%	59
2019 Q3	$309K	Sell	6,092 -400	-6%	-$20.3K	0.28%	63
2019 Q2	$294K	Buy	6,492 +800	+14%	+$36.2K	0.25%	63
2019 Q1	$272K	Buy	5,692 +1,400	+33%	+$66.9K	0.24%	66
2018 Q4	$223K	Hold	4,292	–	–	0.22%	68
2018 Q3	$266K	Sell	4,292 -1,500	-26%	-$93K	0.19%	83
2018 Q2	$321K	Buy	5,792 +1,000	+21%	+$55.4K	0.22%	75
2018 Q1	$303K	Sell	4,792 -1,000	-17%	-$63.2K	0.18%	92
2017 Q4	$355K	Sell	5,792 -2,387	-29%	-$146K	0.21%	83
2017 Q3	$521K	Hold	8,179	–	–	0.3%	79
2017 Q2	$456K	Hold	8,179	–	–	0.27%	78
2017 Q1	$445K	Buy	8,179 +1,665	+26%	+$90.6K	0.26%	84
2016 Q4	$381K	Buy	6,514 +92	+1%	+$5.38K	0.24%	86
2016 Q3	$346K	Hold	6,422	–	–	0.23%	91
2016 Q2	$472K	Hold	6,422	–	–	0.31%	81
2016 Q1	$410K	Sell	6,422 -63	-1%	-$4.02K	0.29%	84
2015 Q4	$446K	Hold	6,485	–	–	0.28%	77
2015 Q3	$384K	Sell	6,485 -1,447	-18%	-$85.7K	0.25%	83
2015 Q2	$528K	Buy	7,932 +556	+8%	+$37K	0.29%	79
2015 Q1	$476K	Buy	7,376 +150	+2%	+$9.68K	0.26%	79
2014 Q4	$427K	Sell	7,226 -1,000	-12%	-$59.1K	0.25%	78
2014 Q3	$421K	Hold	8,226	–	–	0.25%	77
2014 Q2	$399K	Buy	8,226 +26	+0.3%	+$1.26K	0.23%	82
2014 Q1	$426K	Sell	8,200 -500	-6%	-$26K	0.23%	84
2013 Q4	$462K	Buy	8,700 +400	+5%	+$21.2K	0.28%	80
2013 Q3	$384K	Sell	8,300 -154	-2%	-$7.13K	0.24%	91
2013 Q2	$378K	Buy	+8,454	New	+$378K	0.24%	101