Wright Investors Service’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 | $4.16M | Buy |
89,819
+407
| +0.5% | +$18.8K | 1.26% | 21 |
|
|
2025
Q1 | $5.45M | Sell |
89,412
-201
| -0.2% | -$12.3K | 1.8% | 15 |
|
|
2024
Q4 | $5.07M | Sell |
89,613
-30,168
| -25% | -$1.71M | 1.65% | 16 |
|
|
2024
Q3 | $6.2M | Buy |
119,781
+37,055
| +45% | +$1.92M | 1.62% | 16 |
|
|
2024
Q2 | $3.44M | Sell |
82,726
-9,080
| -10% | -$377K | 0.9% | 29 |
|
|
2024
Q1 | $4.98M | Buy |
91,806
+606
| +0.7% | +$32.9K | 1.26% | 22 |
|
|
2023
Q4 | $4.68M | Sell |
91,200
-11,837
| -11% | -$607K | 1.32% | 17 |
|
|
2023
Q3 | $5.98M | Sell |
103,037
-20,508
| -17% | -$1.19M | 1.73% | 13 |
|
|
2023
Q2 | $7.9M | Sell |
123,545
-24,006
| -16% | -$1.54M | 2.23% | 7 |
|
|
2023
Q1 | $10.2M | Sell |
147,551
-4,257
| -3% | -$295K | 2.91% | 3 |
|
|
2022
Q4 | $10.9M | Buy |
151,808
+7,274
| +5% | +$523K | 3.13% | 3 |
|
|
2022
Q3 | $10.3M | Buy |
144,534
+928
| +0.6% | +$66K | 3.23% | 3 |
|
|
2022
Q2 | $11.1M | Buy |
143,606
+29,281
| +26% | +$2.25M | 3.16% | 3 |
|
|
2022
Q1 | $8.35M | Buy |
114,325
+11,983
| +12% | +$875K | 2.07% | 7 |
|
|
2021
Q4 | $6.38M | Buy |
102,342
+32,848
| +47% | +$2.05M | 1.61% | 13 |
|
|
2021
Q3 | $4.11M | Buy |
69,494
+245
| +0.4% | +$14.5K | 1.17% | 24 |
|
|
2021
Q2 | $4.63M | Sell |
69,249
-18,846
| -21% | -$1.26M | 1.26% | 23 |
|
|
2021
Q1 | $5.56M | Buy |
88,095
+1,630
| +2% | +$103K | 1.68% | 12 |
|
|
2020
Q4 | $5.36M | Buy |
86,465
+3,287
| +4% | +$204K | 1.84% | 9 |
|
|
2020
Q3 | $5.02M | Sell |
83,178
-4,954
| -6% | -$299K | 1.78% | 11 |
|
|
2020
Q2 | $5.18M | Sell |
88,132
-6,618
| -7% | -$389K | 1.99% | 10 |
|
|
2020
Q1 | $5.28M | Buy |
94,750
+8,826
| +10% | +$492K | 2.28% | 7 |
|
|
2019
Q4 | $5.52M | Buy |
85,924
+56,658
| +194% | +$3.64M | 1.89% | 11 |
|
|
2019
Q3 | $1.48M | Buy |
29,266
+22,693
| +345% | +$1.15M | 0.53% | 60 |
|
|
2019
Q2 | $299K | Buy |
+6,573
| New | +$299K | 0.11% | 139 |
|
|
2017
Q3 | – | Sell |
-7,450
| Closed | -$415K | – | 216 |
|
|
2017
Q2 | $415K | Sell |
7,450
-230
| -3% | -$12.8K | 0.16% | 165 |
|
|
2017
Q1 | $418K | Buy |
+7,680
| New | +$418K | 0.17% | 166 |
|
|
2014
Q2 | – | Sell |
-7,315
| Closed | -$380K | – | 216 |
|
|
2014
Q1 | $380K | Sell |
7,315
-2,140
| -23% | -$111K | 0.17% | 164 |
|
|
2013
Q4 | $503K | Sell |
9,455
-10,171
| -52% | -$541K | 0.22% | 135 |
|
|
2013
Q3 | $908K | Sell |
19,626
-1,457
| -7% | -$67.4K | 0.41% | 72 |
|
|
2013
Q2 | $942K | Buy |
+21,083
| New | +$942K | 0.45% | 73 |
|