Wimmer Associates 1’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
Q1 | – | Sell |
-4,065
| Closed | -$230K | – | 107 |
|
|
2024
Q4 | $230K | Sell |
4,065
-115
| -3% | -$6.5K | 0.11% | 105 |
|
|
2024
Q3 | $216K | Buy |
+4,180
| New | +$216K | 0.11% | 107 |
|
|
2024
Q2 | – | Sell |
-4,180
| Closed | -$227K | – | 109 |
|
|
2024
Q1 | $227K | Buy |
4,180
+90
| +2% | +$4.88K | 0.12% | 106 |
|
|
2023
Q4 | $210K | Sell |
4,090
-210
| -5% | -$10.8K | 0.12% | 108 |
|
|
2023
Q3 | $250K | Hold |
4,300
| – | – | 0.16% | 98 |
|
|
2023
Q2 | $275K | Hold |
4,300
| – | – | 0.17% | 97 |
|
|
2023
Q1 | $293K | Sell |
4,300
-340
| -7% | -$23.2K | 0.19% | 95 |
|
|
2022
Q4 | $334K | Hold |
4,640
| – | – | 0.22% | 84 |
|
|
2022
Q3 | $359K | Hold |
4,640
| – | – | 0.24% | 82 |
|
|
2022
Q2 | $357K | Sell |
4,640
-50
| -1% | -$3.85K | 0.23% | 87 |
|
|
2022
Q1 | $343K | Hold |
4,690
| – | – | 0.19% | 94 |
|
|
2021
Q4 | $292K | Hold |
4,690
| – | – | 0.16% | 101 |
|
|
2021
Q3 | $278K | Sell |
4,690
-260
| -5% | -$15.4K | 0.16% | 103 |
|
|
2021
Q2 | $331K | Sell |
4,950
-345
| -7% | -$23.1K | 0.19% | 93 |
|
|
2021
Q1 | $334K | Buy |
5,295
+25
| +0.5% | +$1.58K | 0.18% | 90 |
|
|
2020
Q4 | $327K | Buy |
5,270
+25
| +0.5% | +$1.55K | 0.2% | 86 |
|
|
2020
Q3 | $316K | Buy |
5,245
+575
| +12% | +$34.6K | 0.21% | 85 |
|
|
2020
Q2 | $289K | Sell |
4,670
-525
| -10% | -$32.5K | 0.22% | 86 |
|
|
2020
Q1 | $290K | Hold |
5,195
| – | – | 0.27% | 76 |
|
|
2019
Q4 | $333K | Hold |
5,195
| – | – | 0.27% | 86 |
|
|
2019
Q3 | $263K | Sell |
5,195
-550
| -10% | -$27.8K | 0.23% | 91 |
|
|
2019
Q2 | $261K | Sell |
5,745
-200
| -3% | -$9.09K | 0.23% | 93 |
|
|
2019
Q1 | $284K | Buy |
5,945
+315
| +6% | +$15K | 0.25% | 87 |
|
|
2018
Q4 | $293K | Sell |
5,630
-490
| -8% | -$25.5K | 0.29% | 85 |
|
|
2018
Q3 | $380K | Buy |
6,120
+150
| +3% | +$9.31K | 0.32% | 76 |
|
|
2018
Q2 | $330K | Sell |
5,970
-755
| -11% | -$41.7K | 0.29% | 81 |
|
|
2018
Q1 | $425K | Sell |
6,725
-195
| -3% | -$12.3K | 0.37% | 75 |
|
|
2017
Q4 | $424K | Buy |
6,920
+140
| +2% | +$8.58K | 0.38% | 74 |
|
|
2017
Q3 | $432K | Buy |
6,780
+340
| +5% | +$21.7K | 0.4% | 73 |
|
|
2017
Q2 | $359K | Sell |
6,440
-710
| -10% | -$39.6K | 0.33% | 80 |
|
|
2017
Q1 | $389K | Sell |
7,150
-670
| -9% | -$36.5K | 0.36% | 79 |
|
|
2016
Q4 | $457K | Sell |
7,820
-1,650
| -17% | -$96.4K | 0.42% | 69 |
|
|
2016
Q3 | $511K | Hold |
9,470
| – | – | 0.46% | 61 |
|
|
2016
Q2 | $697K | Buy |
9,470
+435
| +5% | +$32K | 0.62% | 53 |
|
|
2016
Q1 | $577K | Buy |
9,035
+700
| +8% | +$44.7K | 0.53% | 59 |
|
|
2015
Q4 | $573K | Buy |
+8,335
| New | +$573K | 0.6% | 58 |
|