West Paces Advisors’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 |
-434
| Closed | -$26.5K | – | 253 |
|
|
2025
Q1 | $26.5K | Hold |
434
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $24.5K | Hold |
434
| – | – | 0.01% | 287 |
|
|
2024
Q3 | $22.5K | Sell |
434
-200
| -32% | -$10.3K | 0.01% | 296 |
|
|
2024
Q2 | $26.3K | Sell |
634
-200
| -24% | -$8.31K | 0.01% | 276 |
|
|
2024
Q1 | $45.2K | Sell |
834
-38
| -4% | -$2.06K | 0.01% | 243 |
|
|
2023
Q4 | $44.7K | Sell |
872
-32
| -4% | -$1.64K | 0.01% | 234 |
|
|
2023
Q3 | $52.5K | Sell |
904
-296
| -25% | -$17.2K | 0.02% | 210 |
|
|
2023
Q2 | $76.7K | Sell |
1,200
-100
| -8% | -$6.4K | 0.02% | 194 |
|
|
2023
Q1 | $90.1K | Buy |
1,300
+22
| +2% | +$1.53K | 0.03% | 180 |
|
|
2022
Q4 | $92K | Buy |
1,278
+246
| +24% | +$17.7K | 0.03% | 175 |
|
|
2022
Q3 | $73.4K | Hold |
1,032
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $79.5K | Hold |
1,032
| – | – | 0.03% | 183 |
|
|
2022
Q1 | $75.4K | Sell |
1,032
-402
| -28% | -$29.4K | 0.02% | 197 |
|
|
2021
Q4 | $89.4K | Buy |
1,434
+432
| +43% | +$26.9K | 0.03% | 185 |
|
|
2021
Q3 | $59.3K | Buy |
1,002
+271
| +37% | +$16K | 0.02% | 199 |
|
|
2021
Q2 | $48.8K | Buy |
731
+29
| +4% | +$1.94K | 0.02% | 205 |
|
|
2021
Q1 | $44.3K | Hold |
702
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $43.5K | Hold |
702
| – | – | 0.02% | 192 |
|
|
2020
Q3 | $42.3K | Hold |
702
| – | – | 0.02% | 183 |
|
|
2020
Q2 | $41.3K | Hold |
702
| – | – | 0.02% | 186 |
|
|
2020
Q1 | $39.1K | Sell |
702
-467
| -40% | -$26K | 0.02% | 187 |
|
|
2019
Q4 | $75K | Buy |
1,169
+388
| +50% | +$24.9K | 0.04% | 162 |
|
|
2019
Q3 | $39.6K | Sell |
781
-132
| -14% | -$6.69K | 0.02% | 199 |
|
|
2019
Q2 | $41.4K | Hold |
913
| – | – | 0.03% | 187 |
|
|
2019
Q1 | $43.6K | Hold |
913
| – | – | 0.03% | 185 |
|
|
2018
Q4 | $47.5K | Hold |
913
| – | – | 0.04% | 176 |
|
|
2018
Q3 | $56.7K | Hold |
913
| – | – | 0.04% | 168 |
|
|
2018
Q2 | $50.5K | Hold |
913
| – | – | 0.04% | 172 |
|
|
2018
Q1 | $57.7K | Sell |
913
-900
| -50% | -$56.9K | 0.04% | 161 |
|
|
2017
Q4 | $111K | Sell |
1,813
-700
| -28% | -$42.9K | 0.08% | 131 |
|
|
2017
Q3 | $160K | Hold |
2,513
| – | – | 0.12% | 112 |
|
|
2017
Q2 | $140K | Hold |
2,513
| – | – | 0.11% | 121 |
|
|
2017
Q1 | $137K | Buy |
2,513
+1,569
| +166% | +$85.3K | 0.11% | 125 |
|
|
2016
Q4 | $55.2K | Buy |
+944
| New | +$55.2K | 0.05% | 177 |
|