Stokes Family Office’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 | $1.73M | Buy |
37,373
+971
| +3% | +$44.9K | 0.18% | 96 |
|
|
2025
Q1 | $2.22M | Sell |
36,402
-788
| -2% | -$48.1K | 0.25% | 80 |
|
|
2024
Q4 | $2.1M | Sell |
37,190
-1,813
| -5% | -$103K | 0.22% | 83 |
|
|
2024
Q3 | $2.02M | Sell |
39,003
-1,866
| -5% | -$96.5K | 0.22% | 82 |
|
|
2024
Q2 | $1.7M | Sell |
40,869
-356
| -0.9% | -$14.8K | 0.2% | 90 |
|
|
2024
Q1 | $2.24M | Buy |
41,225
+781
| +2% | +$42.4K | 0.28% | 78 |
|
|
2023
Q4 | $2.08M | Sell |
40,444
-1,391
| -3% | -$71.4K | 0.28% | 78 |
|
|
2023
Q3 | $2.43M | Buy |
41,835
+248
| +0.6% | +$14.4K | 0.29% | 76 |
|
|
2023
Q2 | $2.66M | Buy |
41,587
+290
| +0.7% | +$18.5K | 0.31% | 69 |
|
|
2023
Q1 | $2.86M | Sell |
41,297
-321
| -0.8% | -$22.2K | 0.36% | 63 |
|
|
2022
Q4 | $2.99M | Buy |
41,618
+749
| +2% | +$53.9K | 0.39% | 63 |
|
|
2022
Q3 | $2.91M | Buy |
40,869
+658
| +2% | +$46.8K | 0.41% | 55 |
|
|
2022
Q2 | $3.1M | Buy |
40,211
+689
| +2% | +$53K | 0.42% | 58 |
|
|
2022
Q1 | $2.89M | Buy |
39,522
+178
| +0.5% | +$13K | 0.38% | 61 |
|
|
2021
Q4 | $2.45M | Sell |
39,344
-881
| -2% | -$54.9K | 0.31% | 66 |
|
|
2021
Q3 | $2.38M | Sell |
40,225
-551
| -1% | -$32.6K | 0.33% | 66 |
|
|
2021
Q2 | $2.73M | Buy |
40,776
+761
| +2% | +$50.9K | 0.39% | 58 |
|
|
2021
Q1 | $2.53M | Buy |
40,015
+1,142
| +3% | +$72.1K | 0.39% | 55 |
|
|
2020
Q4 | $2.41M | Buy |
38,873
+396
| +1% | +$24.6K | 0.48% | 52 |
|
|
2020
Q3 | $2.32M | Buy |
38,477
+835
| +2% | +$50.3K | 0.53% | 47 |
|
|
2020
Q2 | $2.21M | Buy |
37,642
+747
| +2% | +$43.9K | 0.56% | 49 |
|
|
2020
Q1 | $2.06M | Buy |
36,895
+110
| +0.3% | +$6.13K | 0.55% | 45 |
|
|
2019
Q4 | $2.36M | Buy |
+36,785
| New | +$2.36M | 0.52% | 46 |
|