Athena Investment 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 | $690K | Hold |
14,915
| – | – | 0.39% | 66 |
|
|
2025
Q1 | $910K | Hold |
14,915
| – | – | 0.55% | 45 |
|
|
2024
Q4 | $844K | Hold |
14,915
| – | – | 0.49% | 51 |
|
|
2024
Q3 | $772K | Sell |
14,915
-20
| -0.1% | -$1.04K | 0.44% | 56 |
|
|
2024
Q2 | $620K | Sell |
14,935
-18
| -0.1% | -$748 | 0.38% | 65 |
|
|
2024
Q1 | $811K | Buy |
14,953
+33
| +0.2% | +$1.79K | 0.49% | 49 |
|
|
2023
Q4 | $766K | Sell |
14,920
-194
| -1% | -$9.95K | 0.5% | 48 |
|
|
2023
Q3 | $877K | Hold |
15,114
| – | – | 0.63% | 36 |
|
|
2023
Q2 | $967K | Sell |
15,114
-1,650
| -10% | -$106K | 0.67% | 36 |
|
|
2023
Q1 | $1.16M | Hold |
16,764
| – | – | 0.84% | 28 |
|
|
2022
Q4 | $1.21M | Buy |
16,764
+125
| +0.8% | +$8.99K | 0.88% | 29 |
|
|
2022
Q3 | $1.18M | Buy |
16,639
+180
| +1% | +$12.8K | 0.99% | 20 |
|
|
2022
Q2 | $1.27M | Buy |
16,459
+2,085
| +15% | +$161K | 1% | 24 |
|
|
2022
Q1 | $1.05M | Buy |
+14,374
| New | +$1.05M | 0.81% | 32 |
|