West Family Investments’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 | $503K | Buy |
10,857
+4,766
| +78% | +$221K | 0.13% | 161 |
|
|
2025
Q1 | $371K | Sell |
6,091
-620
| -9% | -$37.8K | 0.14% | 145 |
|
|
2024
Q4 | $380K | Buy |
6,711
+992
| +17% | +$56.1K | 0.13% | 159 |
|
|
2024
Q3 | $296K | Buy |
+5,719
| New | +$296K | 0.1% | 208 |
|
|
2024
Q2 | – | Sell |
-4,511
| Closed | -$245K | – | 255 |
|
|
2024
Q1 | $245K | Sell |
4,511
-1,585
| -26% | -$86K | 0.08% | 215 |
|
|
2023
Q4 | $313K | Buy |
6,096
+2,381
| +64% | +$122K | 0.11% | 147 |
|
|
2023
Q3 | $216K | Sell |
3,715
-8,457
| -69% | -$491K | 0.08% | 199 |
|
|
2023
Q2 | $778K | Buy |
+12,172
| New | +$778K | 0.3% | 73 |
|
|
2023
Q1 | – | Sell |
-12,254
| Closed | -$882K | – | 210 |
|
|
2022
Q4 | $882K | Buy |
12,254
+1,774
| +17% | +$128K | 0.3% | 67 |
|
|
2022
Q3 | $745K | Buy |
10,480
+598
| +6% | +$42.5K | 0.31% | 69 |
|
|
2022
Q2 | $761K | Buy |
9,882
+4,028
| +69% | +$310K | 0.3% | 66 |
|
|
2022
Q1 | $428K | Buy |
5,854
+1,013
| +21% | +$74.1K | 0.12% | 139 |
|
|
2021
Q4 | $302K | Sell |
4,841
-2,720
| -36% | -$170K | 0.08% | 201 |
|
|
2021
Q3 | $447K | Buy |
7,561
+437
| +6% | +$25.8K | 0.12% | 151 |
|
|
2021
Q2 | $476K | Buy |
+7,124
| New | +$476K | 0.13% | 134 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 86 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 81 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 82 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 98 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 104 |
|