TCM
TD Capital Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Sell |
455
-165
| -27% | -$7.64K | ﹤0.01% | 307 |
|
|
2025
Q1 | $37.8K | Buy |
620
+3
| +0.5% | +$183 | ﹤0.01% | 204 |
|
|
2024
Q4 | $34.9K | Sell |
617
-2,030
| -77% | -$115K | ﹤0.01% | 208 |
|
|
2024
Q3 | $137K | Buy |
2,647
+2
| +0.1% | +$103 | 0.01% | 132 |
|
|
2024
Q2 | $110K | Buy |
2,645
+3
| +0.1% | +$125 | 0.01% | 138 |
|
|
2024
Q1 | $143K | Buy |
2,642
+196
| +8% | +$10.6K | 0.02% | 120 |
|
|
2023
Q4 | $126K | Hold |
2,446
| – | – | 0.01% | 122 |
|
|
2023
Q3 | $142K | Hold |
2,446
| – | – | 0.02% | 110 |
|
|
2023
Q2 | $156K | Hold |
2,446
| – | – | 0.02% | 104 |
|
|
2023
Q1 | $170K | Sell |
2,446
-140
| -5% | -$9.7K | 0.02% | 95 |
|
|
2022
Q4 | $186K | Hold |
2,586
| – | – | 0.02% | 86 |
|
|
2022
Q3 | $184K | Sell |
2,586
-145
| -5% | -$10.3K | 0.03% | 85 |
|
|
2022
Q2 | $210K | Sell |
2,731
-117
| -4% | -$9K | 0.03% | 79 |
|
|
2022
Q1 | $208K | Hold |
2,848
| – | – | 0.02% | 88 |
|
|
2021
Q4 | $178K | Hold |
2,848
| – | – | 0.02% | 92 |
|
|
2021
Q3 | $169K | Sell |
2,848
-116
| -4% | -$6.88K | 0.02% | 89 |
|
|
2021
Q2 | $198K | Hold |
2,964
| – | – | 0.02% | 76 |
|
|
2021
Q1 | $187K | Sell |
2,964
-44
| -1% | -$2.78K | 0.02% | 75 |
|
|
2020
Q4 | $187K | Hold |
3,008
| – | – | 0.03% | 66 |
|
|
2020
Q3 | $181K | Hold |
3,008
| – | – | 0.03% | 55 |
|
|
2020
Q2 | $177K | Hold |
3,008
| – | – | 0.03% | 55 |
|
|
2020
Q1 | $168K | Hold |
3,008
| – | – | 0.03% | 56 |
|
|
2019
Q4 | $193K | Hold |
3,008
| – | – | 0.03% | 59 |
|
|
2019
Q3 | $153K | Hold |
3,008
| – | – | 0.03% | 60 |
|
|
2019
Q2 | $136K | Hold |
3,008
| – | – | 0.03% | 57 |
|
|
2019
Q1 | $144K | Hold |
3,008
| – | – | 0.03% | 55 |
|
|
2018
Q4 | $156K | Buy |
3,008
+30
| +1% | +$1.56K | 0.04% | 51 |
|
|
2018
Q3 | $185K | Hold |
2,978
| – | – | 0.05% | 49 |
|
|
2018
Q2 | $165K | Hold |
2,978
| – | – | 0.05% | 46 |
|
|
2018
Q1 | $188K | Hold |
2,978
| – | – | 0.05% | 46 |
|
|
2017
Q4 | $182K | Hold |
2,978
| – | – | 0.05% | 46 |
|
|
2017
Q3 | $190K | Hold |
2,978
| – | – | 0.05% | 46 |
|
|
2017
Q2 | $166K | Hold |
2,978
| – | – | 0.05% | 47 |
|
|
2017
Q1 | $162K | Hold |
2,978
| – | – | 0.05% | 49 |
|
|
2016
Q4 | $174K | Hold |
2,978
| – | – | 0.05% | 47 |
|
|
2016
Q3 | $161K | Sell |
2,978
-863
| -22% | -$46.7K | 0.05% | 48 |
|
|
2016
Q2 | $283K | Hold |
3,841
| – | – | 0.09% | 41 |
|
|
2016
Q1 | $245K | Hold |
3,841
| – | – | 0.08% | 43 |
|
|
2015
Q4 | $264K | Hold |
3,841
| – | – | 0.08% | 37 |
|
|
2015
Q3 | $227K | Hold |
3,841
| – | – | 0.07% | 43 |
|
|
2015
Q2 | $256K | Hold |
3,841
| – | – | 0.07% | 48 |
|
|
2015
Q1 | $248K | Hold |
3,841
| – | – | 0.06% | 52 |
|
|
2014
Q4 | $227K | Hold |
3,841
| – | – | 0.05% | 55 |
|
|
2014
Q3 | $197K | Hold |
3,841
| – | – | 0.04% | 55 |
|
|
2014
Q2 | $186K | Hold |
3,841
| – | – | 0.04% | 49 |
|
|
2014
Q1 | $200K | Sell |
3,841
-307
| -7% | -$16K | 0.05% | 47 |
|
|
2013
Q4 | $220K | Buy |
+4,148
| New | +$220K | 0.05% | 47 |
|