Barrett & Company’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 | $291K | Buy |
6,279
+6
| +0.1% | +$278 | 0.11% | 116 |
|
|
2025
Q1 | $383K | Sell |
6,273
-14
| -0.2% | -$854 | 0.16% | 93 |
|
|
2024
Q4 | $356K | Buy |
6,287
+6
| +0.1% | +$339 | 0.15% | 94 |
|
|
2024
Q3 | $325K | Sell |
6,281
-1,112
| -15% | -$57.5K | 0.14% | 101 |
|
|
2024
Q2 | $307K | Sell |
7,393
-1,572
| -18% | -$65.3K | 0.14% | 104 |
|
|
2024
Q1 | $486K | Sell |
8,965
-2,854
| -24% | -$155K | 0.23% | 76 |
|
|
2023
Q4 | $606K | Sell |
11,819
-44
| -0.4% | -$2.26K | 0.33% | 60 |
|
|
2023
Q3 | $689K | Sell |
11,863
-121
| -1% | -$7.02K | 0.41% | 51 |
|
|
2023
Q2 | $766K | Sell |
11,984
-1,787
| -13% | -$114K | 0.44% | 48 |
|
|
2023
Q1 | $954K | Buy |
13,771
+45
| +0.3% | +$3.12K | 0.6% | 33 |
|
|
2022
Q4 | $988K | Hold |
13,726
| – | – | 0.65% | 35 |
|
|
2022
Q3 | $988K | Buy |
+13,726
| New | +$988K | 0.65% | 35 |
|