Abbot Financial 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 | $442K | Buy |
9,541
+100
| +1% | +$4.63K | 0.2% | 102 |
|
|
2025
Q1 | $576K | Hold |
9,441
| – | – | 0.3% | 94 |
|
|
2024
Q4 | $534K | Hold |
9,441
| – | – | 0.27% | 96 |
|
|
2024
Q3 | $488K | Sell |
9,441
-100
| -1% | -$5.17K | 0.25% | 101 |
|
|
2024
Q2 | $396K | Sell |
9,541
-109
| -1% | -$4.53K | 0.21% | 103 |
|
|
2024
Q1 | $523K | Buy |
9,650
+2,165
| +29% | +$117K | 0.29% | 91 |
|
|
2023
Q4 | $384K | Buy |
7,485
+350
| +5% | +$18K | 0.23% | 97 |
|
|
2023
Q3 | $414K | Buy |
7,135
+1,825
| +34% | +$106K | 0.28% | 87 |
|
|
2023
Q2 | $340K | Buy |
5,310
+1,050
| +25% | +$67.1K | 0.22% | 91 |
|
|
2023
Q1 | $295K | Hold |
4,260
| – | – | 0.2% | 99 |
|
|
2022
Q4 | $307K | Buy |
4,260
+425
| +11% | +$30.6K | 0.21% | 94 |
|
|
2022
Q3 | $273K | Buy |
3,835
+150
| +4% | +$10.7K | 0.19% | 96 |
|
|
2022
Q2 | $284K | Hold |
3,685
| – | – | 0.17% | 104 |
|
|
2022
Q1 | $269K | Hold |
3,685
| – | – | 0.13% | 113 |
|
|
2021
Q4 | $230K | Sell |
3,685
-3,000
| -45% | -$187K | 0.1% | 125 |
|
|
2021
Q3 | $396K | Buy |
6,685
+850
| +15% | +$50.4K | 0.18% | 101 |
|
|
2021
Q2 | $390K | Buy |
5,835
+2,400
| +70% | +$160K | 0.17% | 99 |
|
|
2021
Q1 | $217K | Buy |
+3,435
| New | +$217K | 0.1% | 124 |
|