West Coast Financial’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 | – | Sell |
-4,144
| Closed | -$253K | – | 20 |
|
|
2025
Q1 | $253K | Buy |
4,144
+36
| +0.9% | +$2.2K | 0.03% | 151 |
|
|
2024
Q4 | $232K | Buy |
4,108
+37
| +0.9% | +$2.09K | 0.03% | 154 |
|
|
2024
Q3 | $211K | Buy |
+4,071
| New | +$211K | 0.02% | 165 |
|
|
2024
Q2 | – | Sell |
-3,983
| Closed | -$216K | – | 167 |
|
|
2024
Q1 | $216K | Sell |
3,983
-159
| -4% | -$8.62K | 0.03% | 156 |
|
|
2023
Q4 | $213K | Buy |
4,142
+6
| +0.1% | +$308 | 0.03% | 154 |
|
|
2023
Q3 | $240K | Sell |
4,136
-73
| -2% | -$4.24K | 0.04% | 133 |
|
|
2023
Q2 | $269K | Buy |
4,209
+130
| +3% | +$8.32K | 0.04% | 134 |
|
|
2023
Q1 | $283K | Buy |
4,079
+25
| +0.6% | +$1.73K | 0.04% | 117 |
|
|
2022
Q4 | $292K | Buy |
4,054
+21
| +0.5% | +$1.51K | 0.05% | 108 |
|
|
2022
Q3 | $287K | Buy |
4,033
+23
| +0.6% | +$1.64K | 0.05% | 99 |
|
|
2022
Q2 | $309K | Buy |
4,010
+22
| +0.6% | +$1.7K | 0.05% | 97 |
|
|
2022
Q1 | $291K | Buy |
3,988
+256
| +7% | +$18.7K | 0.04% | 106 |
|
|
2021
Q4 | $233K | Buy |
3,732
+25
| +0.7% | +$1.56K | 0.03% | 125 |
|
|
2021
Q3 | $219K | Buy |
3,707
+22
| +0.6% | +$1.3K | 0.04% | 126 |
|
|
2021
Q2 | $246K | Buy |
3,685
+23
| +0.6% | +$1.54K | 0.04% | 120 |
|
|
2021
Q1 | $231K | Buy |
3,662
+290
| +9% | +$18.3K | 0.04% | 115 |
|
|
2020
Q4 | $209K | Buy |
+3,372
| New | +$209K | 0.04% | 114 |
|
|
2018
Q4 | – | Sell |
-3,815
| Closed | -$237K | – | 108 |
|
|
2018
Q3 | $237K | Buy |
+3,815
| New | +$237K | 0.05% | 122 |
|
|
2017
Q4 | – | Sell |
-3,715
| Closed | -$237K | – | 112 |
|
|
2017
Q3 | $237K | Buy |
+3,715
| New | +$237K | 0.06% | 124 |
|
|
2016
Q4 | – | Sell |
-4,806
| Closed | -$259K | – | 128 |
|
|
2016
Q3 | $259K | Buy |
4,806
+14
| +0.3% | +$754 | 0.08% | 118 |
|
|
2016
Q2 | $352K | Buy |
+4,792
| New | +$352K | 0.13% | 81 |
|