Altrius Capital 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 | – | Sell |
-91,834
| Closed | -$5.6M | – | 86 |
|
|
2025
Q1 | $5.6M | Sell |
91,834
-3,217
| -3% | -$196K | 1.36% | 31 |
|
|
2024
Q4 | $5.38M | Sell |
95,051
-2,611
| -3% | -$148K | 1.45% | 29 |
|
|
2024
Q3 | $5.05M | Buy |
97,662
+620
| +0.6% | +$32.1K | 1.27% | 40 |
|
|
2024
Q2 | $4.03M | Buy |
97,042
+20,100
| +26% | +$835K | 1.06% | 58 |
|
|
2024
Q1 | $4.17M | Buy |
76,942
+8,110
| +12% | +$440K | 1.05% | 55 |
|
|
2023
Q4 | $3.53M | Buy |
68,832
+14,690
| +27% | +$754K | 0.98% | 63 |
|
|
2023
Q3 | $3.14M | Buy |
54,142
+7,533
| +16% | +$437K | 0.93% | 64 |
|
|
2023
Q2 | $2.98M | Buy |
46,609
+1,785
| +4% | +$114K | 0.88% | 67 |
|
|
2023
Q1 | $3.11M | Buy |
44,824
+3,108
| +7% | +$215K | 0.95% | 62 |
|
|
2022
Q4 | $3M | Sell |
41,716
-1,325
| -3% | -$95.3K | 0.94% | 63 |
|
|
2022
Q3 | $3.06M | Sell |
43,041
-24,998
| -37% | -$1.78M | 1.17% | 32 |
|
|
2022
Q2 | $5.24M | Buy |
+68,039
| New | +$5.24M | 1.7% | 7 |
|