YIA
YHB Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Hold |
12,835
| – | – | 0.05% | 202 |
|
|
2025
Q1 | $783K | Hold |
12,835
| – | – | 0.07% | 163 |
|
|
2024
Q4 | $726K | Sell |
12,835
-6,121
| -32% | -$346K | 0.06% | 168 |
|
|
2024
Q3 | $981K | Sell |
18,956
-423
| -2% | -$21.9K | 0.08% | 150 |
|
|
2024
Q2 | $805K | Sell |
19,379
-1,874
| -9% | -$77.8K | 0.07% | 160 |
|
|
2024
Q1 | $1.15M | Sell |
21,253
-4,915
| -19% | -$267K | 0.1% | 143 |
|
|
2023
Q4 | $1.34M | Sell |
26,168
-518
| -2% | -$26.6K | 0.13% | 131 |
|
|
2023
Q3 | $1.55M | Sell |
26,686
-87
| -0.3% | -$5.05K | 0.14% | 128 |
|
|
2023
Q2 | $1.71M | Sell |
26,773
-88
| -0.3% | -$5.63K | 0.16% | 125 |
|
|
2023
Q1 | $1.86M | Buy |
26,861
+4
| +0% | +$277 | 0.19% | 108 |
|
|
2022
Q4 | $1.93M | Sell |
26,857
-260
| -1% | -$18.7K | 0.21% | 105 |
|
|
2022
Q3 | $1.93M | Sell |
27,117
-196
| -0.7% | -$13.9K | 0.21% | 106 |
|
|
2022
Q2 | $2.1M | Sell |
27,313
-196
| -0.7% | -$15.1K | 0.22% | 107 |
|
|
2022
Q1 | $2.01M | Sell |
27,509
-3,402
| -11% | -$248K | 0.18% | 115 |
|
|
2021
Q4 | $1.93M | Sell |
30,911
-2,125
| -6% | -$132K | 0.15% | 132 |
|
|
2021
Q3 | $1.96M | Sell |
33,036
-1,966
| -6% | -$116K | 0.17% | 121 |
|
|
2021
Q2 | $2.34M | Sell |
35,002
-438
| -1% | -$29.3K | 0.2% | 115 |
|
|
2021
Q1 | $2.32M | Sell |
35,440
-874
| -2% | -$57.2K | 0.2% | 113 |
|
|
2020
Q4 | $2.25M | Sell |
36,314
-2,385
| -6% | -$148K | 0.21% | 108 |
|
|
2020
Q3 | $2.33M | Sell |
38,699
-31,946
| -45% | -$1.93M | 0.25% | 93 |
|
|
2020
Q2 | $4.15M | Sell |
70,645
-14,666
| -17% | -$862K | 0.6% | 51 |
|
|
2020
Q1 | $4.76M | Sell |
85,311
-9,116
| -10% | -$508K | 0.82% | 41 |
|
|
2019
Q4 | $6.06M | Buy |
94,427
+37,487
| +66% | +$2.41M | 0.87% | 40 |
|
|
2019
Q3 | $2.89M | Sell |
56,940
-386
| -0.7% | -$19.6K | 0.44% | 66 |
|
|
2019
Q2 | $2.6M | Sell |
57,326
-2,045
| -3% | -$92.8K | 0.41% | 71 |
|
|
2019
Q1 | $2.83M | Buy |
59,371
+1,545
| +3% | +$73.7K | 0.44% | 64 |
|
|
2018
Q4 | $3.01M | Buy |
57,826
+3,460
| +6% | +$180K | 0.54% | 55 |
|
|
2018
Q3 | $3.38M | Sell |
54,366
-910
| -2% | -$56.5K | 0.51% | 62 |
|
|
2018
Q2 | $3.06M | Sell |
55,276
-1,330
| -2% | -$73.6K | 0.5% | 62 |
|
|
2018
Q1 | $3.58M | Buy |
56,606
+3,700
| +7% | +$234K | 0.61% | 55 |
|
|
2017
Q4 | $3.24M | Sell |
52,906
-30
| -0.1% | -$1.84K | 0.55% | 61 |
|
|
2017
Q3 | $3.37M | Sell |
52,936
-9,053
| -15% | -$577K | 0.6% | 58 |
|
|
2017
Q2 | $3.45M | Buy |
61,989
+4,197
| +7% | +$234K | 0.59% | 54 |
|
|
2017
Q1 | $3.24M | Sell |
57,792
-1,519
| -3% | -$85.1K | 0.62% | 53 |
|
|
2016
Q4 | $3.47M | Buy |
59,311
+5,629
| +10% | +$329K | 0.72% | 47 |
|
|
2016
Q3 | $2.9M | Sell |
53,682
-6,326
| -11% | -$341K | 0.7% | 49 |
|
|
2016
Q2 | $4.41M | Buy |
60,008
+4,805
| +9% | +$353K | 0.97% | 35 |
|
|
2016
Q1 | $3.53M | Sell |
55,203
-7,760
| -12% | -$496K | 0.95% | 34 |
|
|
2015
Q4 | $4.33M | Buy |
62,963
+1,969
| +3% | +$135K | 0.98% | 36 |
|
|
2015
Q3 | $3.61M | Sell |
60,994
-1,796
| -3% | -$106K | 0.85% | 37 |
|
|
2015
Q2 | $4.18M | Buy |
62,790
+805
| +1% | +$53.6K | 0.91% | 35 |
|
|
2015
Q1 | $4M | Sell |
61,985
-296
| -0.5% | -$19.1K | 0.9% | 34 |
|
|
2014
Q4 | $3.68M | Buy |
62,281
+6
| +0% | +$354 | 0.84% | 38 |
|
|
2014
Q3 | $3.19M | Sell |
62,275
-565
| -0.9% | -$28.9K | 0.77% | 48 |
|
|
2014
Q2 | $3.05M | Sell |
62,840
-75
| -0.1% | -$3.64K | 0.74% | 54 |
|
|
2014
Q1 | $3.27M | Buy |
62,915
+162
| +0.3% | +$8.42K | 0.83% | 41 |
|
|
2013
Q4 | $3.34M | Sell |
62,753
-830
| -1% | -$44.1K | 0.9% | 43 |
|
|
2013
Q3 | $2.94M | Hold |
63,583
| – | – | 0.87% | 45 |
|
|
2013
Q2 | $2.84M | Buy |
+63,583
| New | +$2.84M | 0.89% | 45 |
|