Welch Group’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
$478K Buy
10,318
+108
+1% +$5K 0.02% 159
2025
Q1
$613K Sell
10,210
-1,669
-14% -$100K 0.03% 128
2024
Q4
$666K Sell
11,879
-1,005
-8% -$56.3K 0.03% 127
2024
Q3
$667K Sell
12,884
-3,453
-21% -$179K 0.03% 121
2024
Q2
$678K Sell
16,337
-345
-2% -$14.3K 0.03% 118
2024
Q1
$905K Sell
16,682
-66,868
-80% -$3.63M 0.04% 91
2023
Q4
$4.29M Sell
83,550
-4,323
-5% -$222K 0.23% 57
2023
Q3
$5.1M Buy
87,873
+3,757
+4% +$218K 0.3% 46
2023
Q2
$5.38M Buy
84,116
+4,955
+6% +$317K 0.31% 45
2023
Q1
$5.49M Buy
79,161
+3,655
+5% +$253K 0.32% 40
2022
Q4
$5.43M Buy
75,506
+1,964
+3% +$141K 0.31% 38
2022
Q3
$5.23M Buy
73,542
+801
+1% +$56.9K 0.34% 36
2022
Q2
$5.6M Buy
72,741
+1,001
+1% +$77.1K 0.34% 35
2022
Q1
$5.24M Buy
71,740
+9,257
+15% +$676K 0.3% 43
2021
Q4
$3.9M Buy
62,483
+3,738
+6% +$233K 0.23% 50
2021
Q3
$3.48M Buy
58,745
+8,216
+16% +$486K 0.24% 51
2021
Q2
$3.38M Buy
50,529
+4,514
+10% +$302K 0.23% 49
2021
Q1
$2.91M Buy
46,015
+12,849
+39% +$811K 0.21% 51
2020
Q4
$2.06M Buy
33,166
+2,453
+8% +$152K 0.17% 55
2020
Q3
$1.85M Buy
30,713
+5,704
+23% +$344K 0.16% 50
2020
Q2
$1.47M Buy
25,009
+1,227
+5% +$72.2K 0.14% 51
2020
Q1
$1.33M Buy
23,782
+9,626
+68% +$537K 0.14% 52
2019
Q4
$909K Buy
14,156
+3,308
+30% +$212K 0.09% 59
2019
Q3
$550K Buy
10,848
+467
+4% +$23.7K 0.06% 70
2019
Q2
$471K Sell
10,381
-695
-6% -$31.5K 0.05% 74
2019
Q1
$528K Hold
11,076
0.06% 71
2018
Q4
$576K Sell
11,076
-200
-2% -$10.4K 0.07% 63
2018
Q3
$700 Hold
11,276
0.07% 60
2018
Q2
$624K Buy
11,276
+46
+0.4% +$2.55K 0.08% 61
2018
Q1
$710K Buy
11,230
+2,153
+24% +$136K 0.09% 57
2017
Q4
$556K Sell
9,077
-468
-5% -$28.7K 0.09% 60
2017
Q3
$308K Buy
9,545
+300
+3% +$9.68K 0.05% 76
2017
Q2
$515K Sell
9,245
-330
-3% -$18.4K 0.09% 69
2017
Q1
$521K Sell
9,575
-9
-0.1% -$490 0.1% 55
2016
Q4
$560K Hold
9,584
0.11% 58
2016
Q3
$517K Buy
9,584
+2,100
+28% +$113K 0.1% 61
2016
Q2
$550K Sell
7,484
-940
-11% -$69.1K 0.11% 51
2016
Q1
$538K Hold
8,424
0.09% 62
2015
Q4
$579K Buy
8,424
+30
+0.4% +$2.06K 0.1% 61
2015
Q3
$497K Buy
8,394
+1,000
+14% +$59.2K 0.1% 61
2015
Q2
$492K Hold
7,394
0.09% 64
2015
Q1
$477 Sell
7,394
-300
-4% -$19 0.09% 64
2014
Q4
$454K Sell
7,694
-4
-0.1% -$236 0.09% 66
2014
Q3
$394K Hold
7,698
0.08% 68
2014
Q2
$373K Hold
7,698
0.08% 71
2014
Q1
$400K Sell
7,698
-496
-6% -$25.8K 0.09% 64
2013
Q4
$436K Buy
8,194
+1,510
+23% +$80.3K 0.1% 65
2013
Q3
$309K Hold
6,684
0.08% 70
2013
Q2
$299K Buy
+6,684
New +$299K 0.08% 69