Baker Avenue Asset 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 | $220K | Buy |
4,752
+1,232
| +35% | +$57K | 0.01% | 450 |
|
|
2025
Q1 | $215K | Sell |
3,520
-432
| -11% | -$26.3K | 0.01% | 425 |
|
|
2024
Q4 | $224K | Buy |
+3,952
| New | +$224K | 0.01% | 384 |
|
|
2023
Q4 | – | Sell |
-1,441
| Closed | -$83.6K | – | 500 |
|
|
2023
Q3 | $83.6K | Sell |
1,441
-174
| -11% | -$10.1K | ﹤0.01% | 448 |
|
|
2023
Q2 | $103K | Buy |
1,615
+482
| +43% | +$30.8K | 0.01% | 425 |
|
|
2023
Q1 | $78.5K | Buy |
1,133
+178
| +19% | +$12.3K | ﹤0.01% | 467 |
|
|
2022
Q4 | $68.7K | Buy |
+955
| New | +$68.7K | ﹤0.01% | 453 |
|
|
2022
Q3 | – | Sell |
-11,378
| Closed | -$876K | – | 331 |
|
|
2022
Q2 | $876K | Buy |
11,378
+4,235
| +59% | +$326K | 0.06% | 163 |
|
|
2022
Q1 | $522K | Buy |
+7,143
| New | +$522K | 0.03% | 209 |
|
|
2015
Q4 | – | Sell |
-4,156
| Closed | -$246K | – | 183 |
|
|
2015
Q3 | $246K | Sell |
4,156
-101
| -2% | -$5.98K | 0.04% | 168 |
|
|
2015
Q2 | $283K | Buy |
4,257
+301
| +8% | +$20K | 0.04% | 204 |
|
|
2015
Q1 | $255K | Hold |
3,956
| – | – | 0.03% | 196 |
|
|
2014
Q4 | $234K | Hold |
3,956
| – | – | 0.03% | 235 |
|
|
2014
Q3 | $202K | Buy |
+3,956
| New | +$202K | 0.03% | 246 |
|