Tradewinds Capital Management’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 | $54.3K | Sell |
1,172
-106
| -8% | -$4.91K | 0.01% | 184 |
|
|
2025
Q1 | $77.9K | Buy |
1,278
+12
| +0.9% | +$732 | 0.02% | 158 |
|
|
2024
Q4 | $71.6K | Buy |
1,266
+12
| +1% | +$679 | 0.02% | 177 |
|
|
2024
Q3 | $64.9K | Buy |
1,254
+15
| +1% | +$776 | 0.02% | 163 |
|
|
2024
Q2 | $51.5K | Buy |
1,239
+15
| +1% | +$623 | 0.02% | 176 |
|
|
2024
Q1 | $66.4K | Sell |
1,224
-12
| -1% | -$651 | 0.02% | 143 |
|
|
2023
Q4 | $63.4K | Buy |
1,236
+37
| +3% | +$1.9K | 0.03% | 107 |
|
|
2023
Q3 | $69.6K | Buy |
1,199
+10
| +0.8% | +$580 | 0.02% | 100 |
|
|
2023
Q2 | $76.1K | Buy |
1,189
+10
| +0.8% | +$640 | 0.02% | 98 |
|
|
2023
Q1 | $81.7K | Buy |
1,179
+8
| +0.7% | +$555 | 0.03% | 90 |
|
|
2022
Q4 | $84.3K | Buy |
1,171
+7
| +0.6% | +$504 | 0.04% | 75 |
|
|
2022
Q3 | $83K | Sell |
1,164
-17
| -1% | -$1.21K | 0.03% | 71 |
|
|
2022
Q2 | $91K | Sell |
1,181
-3,653
| -76% | -$281K | 0.03% | 70 |
|
|
2022
Q1 | $353K | Buy |
4,834
+9
| +0.2% | +$657 | 0.06% | 87 |
|
|
2021
Q4 | $301K | Sell |
4,825
-1,015
| -17% | -$63.3K | 0.05% | 98 |
|
|
2021
Q3 | $346K | Buy |
5,840
+663
| +13% | +$39.3K | 0.06% | 85 |
|
|
2021
Q2 | $346K | Buy |
5,177
+807
| +18% | +$53.9K | 0.06% | 83 |
|
|
2021
Q1 | $276K | Buy |
4,370
+8
| +0.2% | +$505 | 0.05% | 90 |
|
|
2020
Q4 | $271K | Buy |
4,362
+1,000
| +30% | +$62.1K | 0.06% | 89 |
|
|
2020
Q3 | $203K | Hold |
3,362
| – | – | 0.05% | 99 |
|
|
2020
Q2 | $198K | Hold |
3,362
| – | – | 0.05% | 96 |
|
|
2020
Q1 | $187K | Hold |
3,362
| – | – | 0.06% | 86 |
|
|
2019
Q4 | $216K | Buy |
3,362
+1,875
| +126% | +$120K | 0.07% | 99 |
|
|
2019
Q3 | $75K | Hold |
1,487
| – | – | 0.03% | 143 |
|
|
2019
Q2 | $67K | Hold |
1,487
| – | – | 0.03% | 150 |
|
|
2019
Q1 | $71K | Sell |
1,487
-700
| -32% | -$33.4K | 0.03% | 160 |
|
|
2018
Q4 | $114K | Sell |
2,187
-500
| -19% | -$26.1K | 0.06% | 123 |
|
|
2018
Q3 | $167K | Sell |
2,687
-150
| -5% | -$9.32K | 0.06% | 114 |
|
|
2018
Q2 | $157K | Sell |
2,837
-226
| -7% | -$12.5K | 0.07% | 118 |
|
|
2018
Q1 | $194K | Hold |
3,063
| – | – | 0.09% | 106 |
|
|
2017
Q4 | $188K | Buy |
3,063
+1,118
| +57% | +$68.6K | 0.09% | 108 |
|
|
2017
Q3 | $124K | Hold |
1,945
| – | – | 0.06% | 130 |
|
|
2017
Q2 | $108K | Buy |
1,945
+500
| +35% | +$27.8K | 0.06% | 138 |
|
|
2017
Q1 | $79K | Buy |
1,445
+100
| +7% | +$5.47K | 0.05% | 154 |
|
|
2016
Q4 | $79K | Buy |
1,345
+270
| +25% | +$15.9K | 0.05% | 157 |
|
|
2016
Q3 | $58K | Buy |
1,075
+20
| +2% | +$1.08K | 0.04% | 178 |
|
|
2016
Q2 | $78K | Buy |
1,055
+100
| +10% | +$7.39K | 0.06% | 157 |
|
|
2016
Q1 | $61K | Sell |
955
-100
| -9% | -$6.39K | 0.04% | 197 |
|
|
2015
Q4 | $73K | Buy |
1,055
+50
| +5% | +$3.46K | 0.05% | 176 |
|
|
2015
Q3 | $59K | Sell |
1,005
-167
| -14% | -$9.8K | 0.05% | 191 |
|
|
2015
Q2 | $78K | Sell |
1,172
-169
| -13% | -$11.2K | 0.05% | 179 |
|
|
2015
Q1 | $86K | Buy |
1,341
+309
| +30% | +$19.8K | 0.06% | 163 |
|
|
2014
Q4 | $61K | Buy |
1,032
+116
| +13% | +$6.86K | 0.04% | 185 |
|
|
2014
Q3 | $47K | Hold |
916
| – | – | 0.04% | 211 |
|
|
2014
Q2 | $44K | Hold |
916
| – | – | 0.03% | 221 |
|
|
2014
Q1 | $48K | Sell |
916
-203
| -18% | -$10.6K | 0.04% | 221 |
|
|
2013
Q4 | $59K | Buy |
+1,119
| New | +$59K | 0.05% | 191 |
|