Westside Investment Management’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 | $270K | Sell |
5,811
-1,900
| -25% | -$88.3K | 0.05% | 221 |
|
|
2025
Q1 | $470K | Buy |
7,711
+205
| +3% | +$12.5K | 0.1% | 158 |
|
|
2024
Q4 | $425K | Buy |
7,506
+6
| +0.1% | +$339 | 0.09% | 160 |
|
|
2024
Q3 | $387K | Buy |
7,500
+7
| +0.1% | +$361 | 0.08% | 166 |
|
|
2024
Q2 | $311K | Buy |
7,493
+732
| +11% | +$30.4K | 0.07% | 184 |
|
|
2024
Q1 | $366K | Sell |
6,761
-395
| -6% | -$21.4K | 0.09% | 164 |
|
|
2023
Q4 | $367K | Buy |
7,156
+204
| +3% | +$10.5K | 0.09% | 161 |
|
|
2023
Q3 | $404K | Buy |
6,952
+4
| +0.1% | +$232 | 0.12% | 153 |
|
|
2023
Q2 | $444K | Buy |
6,948
+3
| +0% | +$192 | 0.13% | 144 |
|
|
2023
Q1 | $481K | Sell |
6,945
-59
| -0.8% | -$4.09K | 0.14% | 132 |
|
|
2022
Q4 | $14.9K | Sell |
7,004
-97
| -1% | -$207 | 0.04% | 179 |
|
|
2022
Q3 | $14.7K | Sell |
7,101
-985
| -12% | -$2.04K | 0.04% | 184 |
|
|
2022
Q2 | $89.1K | Buy |
8,086
+3
| +0% | +$33 | 0.2% | 98 |
|
|
2022
Q1 | $89.1K | Sell |
8,083
-105
| -1% | -$1.16K | 0.2% | 104 |
|
|
2021
Q4 | $71.8K | Sell |
8,188
-251
| -3% | -$2.2K | 0.16% | 104 |
|
|
2021
Q3 | $71.8K | Sell |
8,439
-275
| -3% | -$2.34K | 0.17% | 102 |
|
|
2021
Q2 | $80.7K | Sell |
8,714
-1,629
| -16% | -$15.1K | 0.19% | 95 |
|
|
2021
Q1 | $76.3K | Buy |
10,343
+1,177
| +13% | +$8.69K | 0.2% | 90 |
|
|
2020
Q4 | $62.5K | Sell |
9,166
-173
| -2% | -$1.18K | 0.17% | 88 |
|
|
2020
Q3 | $60.8K | Buy |
9,339
+2,341
| +33% | +$15.2K | 0.03% | 81 |
|
|
2020
Q2 | $411 | Sell |
6,998
-259
| -4% | -$15 | ﹤0.01% | 207 |
|
|
2020
Q1 | $404 | Buy |
+7,257
| New | +$404 | ﹤0.01% | 210 |
|
|
2019
Q2 | $325 | Buy |
+7,175
| New | +$325 | ﹤0.01% | 165 |
|
|
2018
Q4 | $366K | Sell |
7,047
-324
| -4% | -$16.8K | 0.13% | 110 |
|
|
2018
Q3 | $458K | Sell |
7,371
-3,699
| -33% | -$230K | 0.15% | 90 |
|
|
2018
Q2 | $611K | Sell |
11,070
-423
| -4% | -$23.3K | 0.22% | 74 |
|
|
2018
Q1 | $713K | Buy |
11,493
+1
| +0% | +$62 | 0.39% | 62 |
|
|
2017
Q4 | $711K | Sell |
11,492
-39
| -0.3% | -$2.42K | 0.39% | 60 |
|
|
2017
Q3 | $740K | Buy |
11,531
+1
| +0% | +$64 | 0.45% | 55 |
|
|
2017
Q2 | $645K | Buy |
11,530
+1
| +0% | +$56 | 0.42% | 58 |
|
|
2017
Q1 | $612K | Buy |
11,529
+6,864
| +147% | +$364K | 0.29% | 61 |
|
|
2016
Q4 | $265K | Buy |
+4,665
| New | +$265K | 0.18% | 80 |
|