Alan B. Lancz & Associates’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Sell |
|
|||||
|
2025
Q2 | $312K | Hold |
|
|||||
|
2025
Q1 | $412K | Hold |
|
|||||
|
2024
Q4 | $382K | Sell |
|
|||||
|
2024
Q3 | $380K | Hold |
|
|||||
|
2024
Q2 | $305K | Buy |
|
|||||
|
2023
Q4 | $372K | Sell |
|
|||||
|
2023
Q3 | $601K | Buy |
|
|||||
|
2023
Q2 | $655K | Hold |
|
|||||
|
2023
Q1 | $710K | Sell |
|
|||||
|
2022
Q4 | $750K | Hold |
|
|||||
|
2022
Q3 | $736K | Hold |
|
|||||
|
2022
Q2 | $764K | Sell |
|
|||||
|
2022
Q1 | $778K | Buy |
|
|||||
|
2021
Q4 | $620K | Buy |
|