Callahan Advisors’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 | $532K | Buy |
11,491
+3,095
| +37% | +$143K | 0.05% | 123 |
|
|
2025
Q1 | $512K | Sell |
8,396
-177
| -2% | -$10.8K | 0.05% | 126 |
|
|
2024
Q4 | $485K | Buy |
8,573
+1,859
| +28% | +$105K | 0.05% | 127 |
|
|
2024
Q3 | $347K | Buy |
6,714
+934
| +16% | +$48.3K | 0.03% | 124 |
|
|
2024
Q2 | $240K | Buy |
5,780
+1,346
| +30% | +$55.9K | 0.03% | 132 |
|
|
2024
Q1 | $240K | Buy |
+4,434
| New | +$240K | 0.03% | 132 |
|
|
2023
Q4 | – | Sell |
-22,017
| Closed | -$1.28M | – | 142 |
|
|
2023
Q3 | $1.28M | Sell |
22,017
-47,818
| -68% | -$2.78M | 0.16% | 85 |
|
|
2023
Q2 | $4.47M | Sell |
69,835
-25,034
| -26% | -$1.6M | 0.54% | 55 |
|
|
2023
Q1 | $6.58M | Sell |
94,869
-3,912
| -4% | -$271K | 0.85% | 44 |
|
|
2022
Q4 | $7.11M | Buy |
98,781
+2,040
| +2% | +$147K | 0.97% | 41 |
|
|
2022
Q3 | $6.88M | Buy |
96,741
+10,783
| +13% | +$767K | 0.99% | 41 |
|
|
2022
Q2 | $6.62M | Buy |
85,958
+3,273
| +4% | +$252K | 0.88% | 44 |
|
|
2022
Q1 | $6.04M | Buy |
82,685
+4,306
| +5% | +$314K | 0.69% | 50 |
|
|
2021
Q4 | $4.89M | Sell |
78,379
-29,813
| -28% | -$1.86M | 0.55% | 56 |
|
|
2021
Q3 | $6.4M | Buy |
108,192
+4,921
| +5% | +$291K | 0.81% | 48 |
|
|
2021
Q2 | $6.9M | Buy |
103,271
+12,575
| +14% | +$840K | 0.88% | 42 |
|
|
2021
Q1 | $5.73M | Buy |
90,696
+21,696
| +31% | +$1.37M | 0.78% | 48 |
|
|
2020
Q4 | $4.28M | Buy |
69,000
+35,858
| +108% | +$2.22M | 0.63% | 50 |
|
|
2020
Q3 | $2M | Buy |
+33,142
| New | +$2M | 0.33% | 63 |
|