Almanack Investment Partners’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
Q1 | – | Sell |
-6,349
| Closed | -$359K | – | 160 |
|
|
2024
Q4 | $359K | Buy |
6,349
+33
| +0.5% | +$1.87K | 0.06% | 129 |
|
|
2024
Q3 | $327K | Buy |
6,316
+601
| +11% | +$31.1K | 0.05% | 142 |
|
|
2024
Q2 | $237K | Sell |
5,715
-289
| -5% | -$12K | 0.04% | 162 |
|
|
2024
Q1 | $326K | Buy |
6,004
+271
| +5% | +$14.7K | 0.06% | 139 |
|
|
2023
Q4 | $294K | Hold |
5,733
| – | – | 0.05% | 127 |
|
|
2023
Q3 | $333K | Sell |
5,733
-847
| -13% | -$49.2K | 0.06% | 102 |
|
|
2023
Q2 | $421K | Sell |
6,580
-179
| -3% | -$11.4K | 0.07% | 102 |
|
|
2023
Q1 | $468K | Hold |
6,759
| – | – | 0.09% | 92 |
|
|
2022
Q4 | $486K | Sell |
6,759
-131
| -2% | -$9.43K | 0.1% | 83 |
|
|
2022
Q3 | $490K | Sell |
6,890
-202
| -3% | -$14.4K | 0.1% | 80 |
|
|
2022
Q2 | $550K | Sell |
7,092
-378
| -5% | -$29.3K | 0.05% | 210 |
|
|
2022
Q1 | $550K | Buy |
7,470
+507
| +7% | +$37.3K | 0.05% | 242 |
|
|
2021
Q4 | $434K | Hold |
6,963
| – | – | 0.04% | 285 |
|
|
2021
Q3 | $415K | Buy |
6,963
+287
| +4% | +$17.1K | 0.04% | 296 |
|
|
2021
Q2 | $446K | Sell |
6,676
-1,046
| -14% | -$69.9K | 0.04% | 249 |
|
|
2021
Q1 | $491K | Buy |
+7,722
| New | +$491K | 0.05% | 236 |
|