Burns Matteson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,009
| Closed | -$291K | – | 165 |
|
|
2024
Q2 | $291K | Buy |
+7,009
| New | +$291K | 0.18% | 115 |
|
|
2023
Q4 | – | Sell |
-9,500
| Closed | -$551K | – | 139 |
|
|
2023
Q3 | $551K | Buy |
+9,500
| New | +$551K | 0.35% | 80 |
|
|
2023
Q2 | – | Sell |
-8,089
| Closed | -$561K | – | 145 |
|
|
2023
Q1 | $561K | Sell |
8,089
-634
| -7% | -$43.9K | 0.36% | 76 |
|
|
2022
Q4 | $628K | Buy |
+8,723
| New | +$628K | 0.42% | 69 |
|
|
2022
Q3 | – | Sell |
-11,278
| Closed | -$868K | – | 124 |
|
|
2022
Q2 | $868K | Buy |
+11,278
| New | +$868K | 0.61% | 28 |
|