Winch Advisory Services’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 | $13.7K | Buy |
296
+4
| +1% | +$185 | ﹤0.01% | 269 |
|
|
2025
Q1 | $17.8K | Buy |
292
+3
| +1% | +$183 | ﹤0.01% | 232 |
|
|
2024
Q4 | $16.3K | Buy |
289
+217
| +301% | +$12.3K | ﹤0.01% | 244 |
|
|
2024
Q3 | $3.73K | Buy |
72
+1
| +1% | +$52 | ﹤0.01% | 334 |
|
|
2024
Q2 | $2.96K | Buy |
71
+1
| +1% | +$42 | ﹤0.01% | 353 |
|
|
2024
Q1 | $3.81K | Buy |
70
+1
| +1% | +$54 | ﹤0.01% | 332 |
|
|
2023
Q4 | $3.56K | Sell |
69
-259
| -79% | -$13.4K | ﹤0.01% | 324 |
|
|
2023
Q3 | $19K | Sell |
328
-20
| -6% | -$1.16K | 0.01% | 197 |
|
|
2023
Q2 | $22K | Sell |
348
-74
| -18% | -$4.68K | 0.01% | 185 |
|
|
2023
Q1 | $29K | Sell |
422
-27
| -6% | -$1.86K | 0.01% | 163 |
|
|
2022
Q4 | $32K | Sell |
449
-52
| -10% | -$3.71K | 0.01% | 146 |
|
|
2022
Q3 | $36K | Hold |
501
| – | – | 0.02% | 132 |
|
|
2022
Q2 | $39K | Hold |
501
| – | – | 0.02% | 134 |
|
|
2022
Q1 | $37K | Buy |
501
+1
| +0.2% | +$74 | 0.01% | 150 |
|
|
2021
Q4 | $31K | Sell |
500
-8
| -2% | -$496 | 0.01% | 168 |
|
|
2021
Q3 | $30K | Buy |
508
+1
| +0.2% | +$59 | 0.01% | 170 |
|
|
2021
Q2 | $34K | Sell |
507
-1
| -0.2% | -$67 | 0.01% | 152 |
|
|
2021
Q1 | $32K | Hold |
508
| – | – | 0.01% | 143 |
|
|
2020
Q4 | $31K | Buy |
508
+1
| +0.2% | +$61 | 0.01% | 125 |
|
|
2020
Q3 | $31K | Buy |
507
+49
| +11% | +$3K | 0.01% | 118 |
|
|
2020
Q2 | $27K | Buy |
458
+9
| +2% | +$531 | 0.01% | 121 |
|
|
2020
Q1 | $25K | Sell |
449
-397
| -47% | -$22.1K | 0.01% | 117 |
|
|
2019
Q4 | $54K | Buy |
+846
| New | +$54K | 0.03% | 107 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$2K | – | 375 |
|
|
2018
Q4 | $2K | Buy |
38
+1
| +3% | +$53 | ﹤0.01% | 285 |
|
|
2018
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 272 |
|
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 276 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 261 |
|
|
2017
Q4 | $2K | Buy |
37
+1
| +3% | +$54 | ﹤0.01% | 256 |
|
|
2017
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 247 |
|
|
2017
Q2 | $2K | Sell |
36
-440
| -92% | -$24.4K | ﹤0.01% | 264 |
|
|
2017
Q1 | $26K | Sell |
476
-391
| -45% | -$21.4K | 0.02% | 135 |
|
|
2016
Q4 | $51K | Sell |
867
-54,383
| -98% | -$3.2M | 0.04% | 95 |
|
|
2016
Q3 | $2.98M | Sell |
55,250
-15,129
| -21% | -$816K | 2.43% | 10 |
|
|
2016
Q2 | $5.18M | Sell |
70,379
-2,098
| -3% | -$154K | 6.28% | 3 |
|
|
2016
Q1 | $4.63M | Sell |
72,477
-11,451
| -14% | -$732K | 7.47% | 5 |
|
|
2015
Q4 | $5.77M | Buy |
83,928
+83,632
| +28,254% | +$5.75M | 6.54% | 6 |
|
|
2015
Q3 | $18K | Sell |
296
-41,103
| -99% | -$2.5M | 0.03% | 86 |
|
|
2015
Q2 | $2.76M | Buy |
41,399
+17,031
| +70% | +$1.13M | 1.51% | 21 |
|
|
2015
Q1 | $1.57M | Buy |
+24,368
| New | +$1.57M | 0.92% | 28 |
|
|
2014
Q4 | – | Sell |
-65,278
| Closed | -$3.34M | – | 55 |
|
|
2014
Q3 | $3.34M | Buy |
65,278
+42,207
| +183% | +$2.16M | 2.14% | 14 |
|
|
2014
Q2 | $1.12M | Buy |
23,071
+21,512
| +1,380% | +$1.04M | 0.66% | 46 |
|
|
2014
Q1 | $81K | Buy |
+1,559
| New | +$81K | 0.05% | 94 |
|