Welch & Forbes’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 | $4.65M | Sell |
100,506
-2,625
| -3% | -$122K | 0.06% | 130 |
|
|
2025
Q1 | $6.29M | Sell |
103,131
-2,600
| -2% | -$159K | 0.08% | 114 |
|
|
2024
Q4 | $5.98M | Sell |
105,731
-1,988
| -2% | -$112K | 0.08% | 118 |
|
|
2024
Q3 | $5.57M | Sell |
107,719
-4,390
| -4% | -$227K | 0.07% | 126 |
|
|
2024
Q2 | $4.58M | Sell |
112,109
-11,799
| -10% | -$482K | 0.06% | 129 |
|
|
2024
Q1 | $6.72M | Sell |
123,908
-11,796
| -9% | -$640K | 0.09% | 113 |
|
|
2023
Q4 | $6.96M | Sell |
135,704
-14,928
| -10% | -$766K | 0.11% | 110 |
|
|
2023
Q3 | $8.74M | Sell |
150,632
-9,562
| -6% | -$555K | 0.14% | 100 |
|
|
2023
Q2 | $10.2M | Sell |
160,194
-2,797
| -2% | -$179K | 0.16% | 100 |
|
|
2023
Q1 | $11.3M | Sell |
162,991
-5,015
| -3% | -$348K | 0.19% | 98 |
|
|
2022
Q4 | $12.1M | Buy |
168,006
+3,127
| +2% | +$225K | 0.22% | 96 |
|
|
2022
Q3 | $11.7M | Sell |
164,879
-206
| -0.1% | -$14.6K | 0.23% | 90 |
|
|
2022
Q2 | $12.7M | Sell |
165,085
-9,164
| -5% | -$706K | 0.23% | 90 |
|
|
2022
Q1 | $12.7M | Buy |
174,249
+6,405
| +4% | +$468K | 0.2% | 96 |
|
|
2021
Q4 | $10.5M | Sell |
167,844
-17,384
| -9% | -$1.08M | 0.16% | 108 |
|
|
2021
Q3 | $11M | Sell |
185,228
-9,702
| -5% | -$574K | 0.18% | 103 |
|
|
2021
Q2 | $13M | Sell |
194,930
-3,994
| -2% | -$267K | 0.22% | 95 |
|
|
2021
Q1 | $12.6M | Sell |
198,924
-9,310
| -4% | -$588K | 0.23% | 94 |
|
|
2020
Q4 | $12.9M | Sell |
208,234
-5,925
| -3% | -$368K | 0.25% | 87 |
|
|
2020
Q3 | $12.9M | Buy |
214,159
+1,856
| +0.9% | +$112K | 0.28% | 84 |
|
|
2020
Q2 | $12.5M | Sell |
212,303
-2,016
| -0.9% | -$119K | 0.29% | 82 |
|
|
2020
Q1 | $11.9M | Sell |
214,319
-4,345
| -2% | -$242K | 0.33% | 80 |
|
|
2019
Q4 | $14M | Buy |
218,664
+6,610
| +3% | +$424K | 0.31% | 85 |
|
|
2019
Q3 | $10.8M | Buy |
212,054
+9,050
| +4% | +$459K | 0.26% | 93 |
|
|
2019
Q2 | $9.21M | Buy |
203,004
+26,336
| +15% | +$1.19M | 0.22% | 102 |
|
|
2019
Q1 | $8.43M | Sell |
176,668
-38,632
| -18% | -$1.84M | 0.21% | 104 |
|
|
2018
Q4 | $11.2M | Sell |
215,300
-6,263
| -3% | -$326K | 0.32% | 83 |
|
|
2018
Q3 | $13.8M | Sell |
221,563
-3,462
| -2% | -$215K | 0.33% | 86 |
|
|
2018
Q2 | $12.5M | Sell |
225,025
-4,753
| -2% | -$263K | 0.32% | 88 |
|
|
2018
Q1 | $14.5M | Sell |
229,778
-254
| -0.1% | -$16.1K | 0.37% | 82 |
|
|
2017
Q4 | $14.1M | Sell |
230,032
-4,069
| -2% | -$249K | 0.38% | 78 |
|
|
2017
Q3 | $14.9M | Sell |
234,101
-1,368
| -0.6% | -$87.2K | 0.39% | 82 |
|
|
2017
Q2 | $13.1M | Sell |
235,469
-6,051
| -3% | -$337K | 0.37% | 82 |
|
|
2017
Q1 | $13.1M | Sell |
241,520
-43,296
| -15% | -$2.35M | 0.38% | 81 |
|
|
2016
Q4 | $16.6M | Sell |
284,816
-2,348
| -0.8% | -$137K | 0.5% | 72 |
|
|
2016
Q3 | $15.5M | Buy |
287,164
+936
| +0.3% | +$50.5K | 0.54% | 65 |
|
|
2016
Q2 | $21.1M | Buy |
286,228
+21,062
| +8% | +$1.55M | 0.64% | 56 |
|
|
2016
Q1 | $16.9M | Buy |
265,166
+18,657
| +8% | +$1.19M | 0.53% | 64 |
|
|
2015
Q4 | $17M | Buy |
246,509
+16,232
| +7% | +$1.12M | 0.54% | 65 |
|
|
2015
Q3 | $13.6M | Buy |
230,277
+5,503
| +2% | +$326K | 0.46% | 69 |
|
|
2015
Q2 | $15M | Buy |
224,774
+21,472
| +11% | +$1.43M | 0.47% | 69 |
|
|
2015
Q1 | $13.1M | Sell |
203,302
-4,410
| -2% | -$284K | 0.39% | 75 |
|
|
2014
Q4 | $12.3M | Buy |
207,712
+1,444
| +0.7% | +$85.2K | 0.36% | 78 |
|
|
2014
Q3 | $10.6M | Sell |
206,268
-550
| -0.3% | -$28.2K | 0.32% | 84 |
|
|
2014
Q2 | $10M | Sell |
206,818
-2,402
| -1% | -$117K | 0.32% | 85 |
|
|
2014
Q1 | $10.9M | Sell |
209,220
-6,698
| -3% | -$348K | 0.34% | 83 |
|
|
2013
Q4 | $11.5M | Sell |
215,918
-248
| -0.1% | -$13.2K | 0.36% | 81 |
|
|
2013
Q3 | $10M | Buy |
216,166
+426
| +0.2% | +$19.7K | 0.34% | 84 |
|
|
2013
Q2 | $9.64M | Buy |
+215,740
| New | +$9.64M | 0.34% | 81 |
|