Tortoise Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
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|
2025
Q1 | $77.8K | Buy |
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|
2024
Q4 | $72.1K | Buy |
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|
2024
Q3 | $65.8K | Buy |
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|
2024
Q2 | $52.8K | Sell |
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|
2024
Q1 | $74.6K | Buy |
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|
2023
Q4 | $70.6K | Sell |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $139K | Buy |
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|
2022
Q3 | $129K | Hold |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $124K | Sell |
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|
2021
Q2 | $149K | Hold |
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|
2021
Q1 | $140K | Hold |
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|
2020
Q4 | $138K | Buy |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $93K | Sell |
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|
2019
Q4 | $139K | Buy |
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|
2019
Q3 | $76K | Sell |
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|
2019
Q2 | $73K | Hold |
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|
2019
Q1 | $77K | Sell |
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|
2018
Q4 | $167K | Buy |
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|
2018
Q3 | $170K | Hold |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $173K | Buy |
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|
2017
Q4 | $153K | Hold |
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|
2017
Q3 | $159K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $5K | Sell |
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|
2016
Q2 | $108K | Sell |
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|
2016
Q1 | $171K | Buy |
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|
2015
Q4 | $177K | Hold |
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|
2015
Q3 | $152K | Sell |
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|
2015
Q2 | $184K | Buy |
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|
2015
Q1 | $166K | Hold |
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|
2014
Q4 | $152K | Hold |
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|
2014
Q3 | $132K | Sell |
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|
2014
Q2 | $183K | Buy |
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|
2014
Q1 | $134K | Hold |
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|
2013
Q4 | $137K | Hold |
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|
2013
Q3 | $119K | Hold |
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|
2013
Q2 | $115K | Buy |
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